SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
OneStream is seeking a Senior Customer Success Manager to manage a portfolio of approximately 30–35 enterprise accounts with combined ARR of $5M–$15M in the Central Region (Chicago, Minneapolis, Wisconsin). The role is pivotal in ensuring customers achieve their business goals and become referenceable success stories.
You will serve as the primary business partner and advocate for your customer base, responsible for understanding each organization's unique business objectives and helping them maximize the value of their OneStream investment. Key responsibilities include:
**Portfolio Management:**
- Partner with sales and CSMs to complete comprehensive sales transitions
- Own and drive customer adoption, expansion, satisfaction, and renewal
- Manage and execute customer onboarding processes
- Establish and execute cadence-based business review meetings
- Identify and mitigate risks threatening customer satisfaction, growth, or renewal
- Support the Regional CS Director in monthly health check meetings and renewal/expansion planning
- Develop knowledge of OneStream's platform and marketplace solutions and share with customers
**Customer Advocacy:**
- Actively listen to customers and help them understand how to maximize their OneStream investment
- Serve as escalation point for customer requests, issues, and escalations
- Champion customer requests by collaborating across OneStream departments (Support, Cloud, Product, etc.)
- Set and manage customer expectations to ensure retention and long-term relationships
**Supervisory Responsibilities:**
- Mentor and coach CSMs on your team
- Develop annual goals with your CSMs
- Establish regular cadence for listening and coaching
Proximity to the Central Region is essential to strengthen executive relationships through regular in-person engagement, ensure timely on-site support during critical moments, and maintain close alignment with regional sales leadership. Travel requirement: up to 50% (varies by customer).
**Requirements:**
- Minimum 8 years of professional experience
- At least 5 years in a Customer Success Manager position within a SaaS or technology company
- Proven experience keeping customers focused on desired business outcomes throughout initiatives
- Conceptual understanding of finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting
- Excellent interpersonal and communication skills
- Strong problem-solving and analytical abilities
- Professional relationship-building skills
- High stress tolerance and ability to exercise independent judgment
- Must be willing and able to travel up to 50%
**Preferred Experience:**
- Degree in Business, Accounting, Finance, Information Technology, or related field
- Corporate Performance Management (CPM) experience
- Customer and account management experience
- Management consulting or technology consulting background
- Prior experience with CPM software products (OneStream, Oracle EPM suite, SAP BPC, IBM Cognos, Anaplan, or similar)
