• Partner with sales and your CSM’s to complete a comprehensive sales transition process • Operate as a seasoned business partner to your customer and their delivery team by knowing their strategy and plan • Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal • Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.) • Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing) • Manage and execute the customer’s onboarding process • Develop strong working relationship with your customer and their delivery team • Establish and execute cadence-based “Business Review” meetings with your customer • Support your Region CS Director in conducting monthly Region Health Check meetings with the regional sales team • Work with your Regional CS Director to proactively manage the regions portfolio of renewals, expansions, and conversions to SaaS • Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal • Align with Customer Success Leadership on regional metrics • Develop and grow your knowledge of OneStream’s Platform and MarketPlace Solutions and share that knowledge with customers • Promote awareness of Regional OneStream Communities and customer educational events • Keep management informed of progress and obstacles on your portfolio of customers • Support Sales in the Customer Account Planning sessions • Actively listen to customers and help them understand how they can get the most value from their investment in OneStream • Be a point of escalation for your CSM’s customer requests, issues, and escalations • Champion your customer’s requests by collaborating with the Customer, their delivery team and various OneStream departments (Customer Support, Cloud, Technical SME’s, Product Mgmt. etc.) • When necessary, be the respectful challenger to set and manage customer expectations, ensuring customer retention creating a lifelong customer. • Work with your CSM’s to develop their annual goals • Establish a regular cadence with your CSM’s to listen, mentor and as needed provide coaching

• Operar e otimizar campanhas no FastTrack CRM (e-mail, push, SMS, in-app) • Criar e gerenciar fluxos de automação, segmentação e jornadas de jogadores • Analisar performance de campanhas e propor melhorias com base em dados • Desenvolver estratégias de retenção, reativação e fidelização • Monitorar KPIs de CRM: churn, LTV, reativação e engajamento

• Serve as strategic lead for and own enterprise customer relationships • Develop and execute tailored customer success strategies • Facilitate EBRs with senior/executive stakeholders, highlighting value and ROI • Partner across Sales, Product, Clinical, and Support to align execution • Act as an escalation point for complex or urgent issues • Cultivate executive relationships and strategic alignment • Coach and mentor CSM peers to support team-wide excellence • Monitor and influence metrics such as NRR, CSAT, and adoption • Drive measurable outcomes tied to retention, expansion, CSAT/NPS and customer advocacy

• Manage a strategic client portfolio typically representing $3M–$8M in annual revenue • Own revenue growth, retention, and overall account health within the portfolio • Serve as senior relationship lead across multiple client engagements • Identify expansion opportunities across client organizations • Build trusted relationships with senior client stakeholders • Act as a strategic advisor connecting Verndale capabilities to client priorities • Facilitate strategic conversations around digital initiatives • Maintain strong communication between clients and internal teams • Orchestrate the end‑to‑end client experience across strategy, delivery, technology, and creative teams • Ensure alignment between client goals, account strategy, and delivery execution • Coordinate cross‑functional teams to deliver cohesive client outcomes • Anticipate and mitigate risks affecting the client experience • Lead upsells and cross‑sell opportunities within accounts • Support proposal development and client presentations • Collaborate with business development leaders on account expansion • Monitor revenue growth, forecasting, and margin health • Lead renewal and pricing discussions • Maintain accountability for financial performance of accounts • Mentor Client Success Managers and other client‑facing team members • Lead cross‑functional collaboration across delivery teams • Contribute to best practices within the Client Success organization