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OneStream is seeking an experienced Account Director to manage and grow existing customer relationships within a designated UK sales territory. This is a strategic account management role focused on subscription renewals, expansion, upsells, and cross-selling of OneStream's SaaS solutions for corporate performance management and enterprise planning.
You will take full ownership of your territory, responsible for retaining and growing the existing solution footprint while meeting and exceeding assigned quota. Key responsibilities include:
• Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges
• Introduce additional products and services that meet customer needs, driving upsell and cross-sell opportunities
• Develop and execute comprehensive business plans to achieve sales targets
• Manage CRM knowledge transfer, sales pipeline management, and proposal preparation
• Grow pipeline through direct prospecting and collaboration with Customer Success, Business Development, Marketing, and Alliances teams
• Serve as a strategic business partner to customers, providing consultative guidance aligned with their business objectives
• Articulate the OneStream value proposition through written, virtual, and in-person presentations using custom business cases and customer success stories
• Prepare joint business cases that align customer objectives with OneStream solutions
• Assess prospects' and customers' needs through research, discovery sessions, and solution demonstrations
• Develop comprehensive proposals and SaaS agreements
• Identify opportunities for use case expansion within customer accounts
• Accurately track and forecast sales opportunities
• Role model sales professionalism and mentor across sales teams
OneStream is a global SaaS platform that serves as the operating system for modern Finance, helping organizations move with greater speed, clarity, and confidence.
REQUIREMENTS:
• Minimum 5–10 years' experience as a sales manager, sales representative, or related role in B2B Enterprise account selling
• Proven track record hitting quota and retention targets
• Strong negotiation skills related to renewals, upsells, cross-selling, and solution add-ons
• Highly proficient in MS Office Suite and CRM systems (Salesforce preferred)
• Experience working in a consultative capacity with C-level customers on complex SaaS solutions
• Extensive customer service experience assessing and evaluating customer needs and satisfaction
• Exceptional oral and written communication and presentation skills
• Experience demonstrating, promoting, and selling products/services
• Knowledge of marketing/sales strategy and tactics
• Knowledge of administration, business, and management principles
• Experience with analytical or project management tools
• Extensive experience working in team environments
• Track record of exceeding revenue goals
• Organized, detail-oriented, with ability to prioritize and respond quickly
• Willingness to travel
PREFERRED:
• University degree or college diploma in Sales, Business Administration, Marketing, or related field
• Prior sales experience in the software industry, especially CPM/EPM (Corporate Performance Management/Enterprise Performance Management)
• Working knowledge of Accounting, Finance, and Corporate Performance Management
