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OneStream is seeking a Partner Success Manager to drive the success of its partner ecosystem. You will be responsible for developing, supporting, and growing all skillsets within a portfolio of strategic partners, blending relationship management, enablement strategy, and operational excellence to help partners build scalable, high-performing, and self-sufficient practices.
You will serve as the primary point of contact between OneStream's internal teams (customer success, partner alliances, partner enablement, support, remote consulting, engineering) and implementation partners. Your responsibilities span three core areas:
**Partner Relationship & Support:** Act as the primary point of contact for implementation partners, ensuring they have necessary resources and technical/functional support. Own regular partner status calls to discuss project delivery and concerns. Build and maintain strong relationships to drive OneStream implementation success. Provide guidance on partner health and future planning. Serve as co-liaison between partners and internal teams, guiding them to appropriate resources. Alert leadership to delivery risks and timeline concerns. Provide input on partner leveling based on experience and skillsets. Maintain clear communication with partners and stakeholders. Drive partners to develop and maintain a Center of Excellence (COE) function within their practices.
**Project Oversight & Functional Support:** Monitor and support partner-led implementations to ensure adherence to delivery standards and partner success. Review project plans and provide recommendations on timelines and go-live success. Identify opportunities to increase customer satisfaction and adoption through functional enablement. Review partner cases to ensure correct COE utilization. Identify key deliverables for partner success.
**Enablement & Process Improvement:** Develop and deliver partner enablement content via Seismic with functional information, new features, and solution content. Actively engage partners with online courses, content, and enablement materials. Identify opportunities to improve partner processes and develop efficiency strategies. Create SOP documentation on engaged projects. Conduct gap analysis with alliances to build a robust framework for partner processes and project management.
**Requirements:**
- Bachelor's degree in Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience
- Minimum 2 years of experience with project management, stakeholder management, or account management
- Minimum 5 years of experience consulting or in functional account management for software implementations on CPM/EPM platforms
- Fluent in Spanish and English
**Preferred Qualifications:**
- Master's degree in business, Accounting, Finance, or Information Technology
- Professional accounting designation (CPA, CMA, CGA, CA) or advanced degrees (MBA, MFA)
- Project management, program management, or account management expertise
- Prior experience in Partner Success or Customer Success
- Deep experience with SQL, C#, VB.net, Visual Basic, or object-oriented programming
- Scalability and performance expertise with EPM/CPM products
- Experience with Azure-based SaaS platforms
- Telemetry tools experience for monitoring EPM/CPM applications
- Prior experience with SAP Outlooksoft BPC, SAP BOFC, Hyperion Planning, Hyperion Essbase, HFM, FDM, UpStream, IBM Cognos, or other EPM solutions
- Experience with GSI/RSI partner-implemented SaaS solutions (BlackLine, Trintech, Workiva, etc.)
**Key Skills & Abilities:**
- Excellent project management skills related to product implementation
- Excellent customer service skills
- Ability to communicate concise functional guidance and recommendations
- Ability to develop trust and strong relationships
- Ability to deliver difficult feedback regarding implementations and project status
- Desire to enable others and continuously grow functional knowledge
- Self-directed with strong drive to succeed
- Strong organizational skills and attention to detail
- Ability to manage multiple work streams in a timely manner
- Presentation skills and strong interpersonal communication
- Ability to collaborate and solve problems independently and as a team
- Strong knowledge of financial accounting processes
- Ability to diagnose and troubleshoot issues
