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A comprehensive cloud-based platform to modernize the Office of the CFO.
Senior Customer Success Manager
Location
Canada
Posted
21 days ago
Salary
0
Seniority
Senior
Job Description
Senior Customer Success Manager
OneStream Software
• 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
Job Requirements
- A minimum of 8 years of professional experience.
- At least 5 years of experience in Customer Success Manager position within a SaaS or Technology related company.
- Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives.
- Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting.
- Degree in Business, Accounting, Finance, Information Technology or related field.
- Corporate Performance Management (CPM) experience
- Customer and account management experience.
- Management consulting/technology consulting experience.
- Prior experience with any of the following CPM Software products: OneStream, Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis), IBM Cognos, Anaplan, or other CPM solutions.
Benefits
- Transparency around corporate structure, salary, and benefits
- Core value of customer success
- Variety of project work (not industry-specific)
- Strong culture and camaraderie
- Multiple training opportunities
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