CUSTOMER SUCCESS MANAGER (Commercial Accounts - South Region)
Location: Remote, USA
Employment Type: Full-Time
Compensation: $90,500 – $113,250 (Range applies to US candidates only) + Benefits/Variable Comp - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K
Summary
At OneStream, we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud‑based Corporate Performance Management (CPM) platform enables organizations to streamline processes, make data‑driven decisions, and achieve operational excellence.
As a Customer Success Manager (CSM), you will play a critical role in ensuring customers achieve measurable outcomes and become long‑term, referenceable partners. You will manage a portfolio of customers across their full lifecycle—from onboarding and adoption through retention and growth—helping them realize maximum value from their OneStream investment.
In this role, the CSM will act as the primary advocate for your customers, understanding their unique business objectives and helping them realize maximum value from their OneStream investment. You will build deep relationships with key stakeholders, proactively address their needs, and deliver tailored solutions to drive customer satisfaction and success. The CSM will collaborate with the sales team to identify upselling and cross-selling opportunities, helping customers unlock the full value of OneStream’s capabilities. By fostering trust and delivering results, you’ll drive customer adoption and support their long-term goals. This role requires a customer-centric mindset, strong communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in Customer Success is essential.
This position is a Commercial Customer Success Manager role built around a primarily digital engagement model.
You will support a higher‑volume portfolio using scaled, technology‑enabled customer success motions, rather than a traditional, high‑touch, in‑person enterprise model. Customer relationships remain collaborative and outcomes‑focused, but engagement is predominantly delivered through:
- Data‑driven and health‑based outreach
- Structured programs and playbooks
- Virtual touchpoints and digital enablement
Occasional in‑person engagement may occur, but this role is not designed around frequent on‑site or field‑based account management.
Experience That Aligns Well With This Role
Successful candidates typically bring experience such as:
- Managing commercial or mid‑market customers through primarily digital channels
- Supporting larger books of business using programs, playbooks, and scaled success motions
- Working in environments focused on efficiency, segmentation, and repeatable outcomes
Backgrounds focused exclusively on high‑touch, white‑glove, on‑site enterprise CSM models may find this role less aligned with their prior experience, given its emphasis on scale and digital engagement.
Regional Focus: South Region (U.S.)
This role supports customers and sales partners across OneStream’s South Region, which includes:
Alabama (AL), Arkansas (AR), Florida (FL), Georgia (GA), Louisiana (LA), Mississippi (MS), North Carolina (NC), Oklahoma (OK), South Carolina (SC), Tennessee (TN), and Texas (TX)
Candidates are expected to be based within this region, as regional proximity helps to:
- Enable meaningful executive and customer engagement when needed
- Support strong understanding of the regional commercial landscape
- Strengthen alignment with Commercial Sales teams
- Maintain sustained focus on delivering scalable customer success outcomes across the region
Primary Duties and Responsibilities
Managing your portfolio of customers:
- Partner with sales to complete a comprehensive sales transition process.
- Operate as a 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.
- 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.
Customer Advocacy
- Learn and understand what customers value in their partnership with OneStream.
- Actively listen to customers and help them understand how they can get the most value from their investment in OneStream.
- 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 your customer’s expectations.
Required Education and Experience
- Customer Success Manager for a SaaS company.
- 3+ years building and managing customer relationships
- 5+ years of professional experience.
- Proven history of 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.
Preferred Education and Experience
- Degree in Business, Accounting, Finance, or Information Technology / MIS.
- Customer and account management experience.
- Management consulting/technology consulting experience.
- CPM experience (either as a CSM, a consultant or a corporate employee).
- Prior experience with any of the following CPM systems is a plus:
- OneStream
- Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
- Anaplan
- SAP Outlooksoft BPC
- SAP BOFC (Cartesis)
- IBM Cognos
- Or other CPM solutions.
Knowledge, Skills, and Abilities
- A team player with a bias towards action
- Excellent interpersonal and communication skills
- Professional verbal and written communication skills
- Professional relationship building skills
- Strong ability to problem-solve in a collaborative environment
- Strong organizational and planning skills
- Highly self-motivated and directed
- Keen attention to detail
- Proven analytical, evaluative, and problem-solving abilities
- Exceptional customer service orientation
- Ability to operate in a demanding environment managing simultaneous priorities
- Legally authorized to work for any company in the country where this position is located without sponsorship
Travel
- Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer)
Who We Are
OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.
Why Join The OneStream Team
- 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
Benefits at OneStream
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:
- Excellent Medical Plan
- Dental & Vision Insurance
- Life Insurance
- Short & Long Term Disability
- Vacation Time
- Paid Holidays
- Professional Development
- Retirement Plan
All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
OneStream is an Equal Opportunity Employer.
#LI-KT1 #LI-Remote
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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