OneStream Business Development Representative

The OneStream Business Development Representative (BDR) is an entry-level position within our Finance and Operations Practice, focused on generating net-new pipeline to support our OneStream Account Executives. This role plays a critical part in filling the top of the sales funnel by identifying, qualifying, and nurturing prospective clients within the Office of the CFO.

The BDR will engage with prospects through digital campaigns, outbound outreach, webinar follow-up, and alliance-driven initiatives. This individual will work closely with Account Executives, Marketing, Data Solutions, and OneStream channel partners to drive awareness and create qualified sales opportunities.

This role is ideal for a highly motivated self-starter who is eager to learn enterprise finance technology, develop consultative sales skills, and build a foundation for a long-term career in finance transformation and enterprise software sales.

• Generate qualified leads for OneStream Account Executives, with a target of 25 qualified leads per quarter
• Follow up on digital marketing campaigns through phone, email, and LinkedIn outreach to gauge interest and schedule discovery meetings
• Proactively conduct outbound prospecting to finance leaders (CFOs, Controllers, FP&A Directors) within target accounts
• Use digital marketing and sales enablement tools such as Pardot, 6sense, CRM systems, and sequencing tools to identify buying signals and prioritize outreach
• Support go-to-market (GTM) initiatives including campaign coordination, targeted outreach programs, and alliance-driven marketing efforts
• Drive attendance for webinars, executive roundtables, and field marketing events, and conduct structured follow-up with attendees to convert interest into meetings
• Develop working knowledge of OneStream products and capabilities, including financial close, consolidations, account reconciliations, budgeting, forecasting, financial reporting, and AI-enabled finance solutions
• Become conversant in modern finance transformation trends, including AI-enabled forecasting, predictive analytics, intelligent automation, and data-driven decision support
• Develop relationships with OneStream Account Executives, Business Development Representatives, and alliance partners to support coordinated pipeline generation
• Maintain accurate CRM records, track outreach activity, and measure performance against KPIs
• Collaborate closely with Marketing and Account Executives to refine messaging, targeting, and campaign effectiveness
• Continuously improve prospecting strategies through feedback, data analysis, and coaching

• Target of 25 qualified leads per quarter
• Consistent outbound activity metrics (calls, emails, LinkedIn touches, campaign follow-ups)
• Measurable contribution to pipeline growth within the Finance and Operations Practice
• Participation in campaign and event execution with clear ROI tracking

We expect our Business Development Representatives to:

• Use AI agents to research accounts before outreach
• Automate repetitive tasks wherever possible
• Create prompt libraries to improve messaging quality
• Build lightweight workflows that eliminate manual work
• Think critically about how technology can increase conversion rates
• Continuously test new tools and share best practices

You won’t just execute a go-to-market playbook; you’ll help modernize it.

• 0–2 years of professional experience in sales, marketing, finance, business development, or technology-related roles
• Bachelor’s degree in Finance, Accounting, Business, Marketing, Economics, or a related field preferred
• Strong interest in enterprise software, Corporate Performance Management (CPM), or finance transformation
• Highly motivated, self-starter mentality with a strong work ethic and competitive drive
• Ability to quickly learn new concepts, including financial close processes and enterprise technology solutions
• Organized, disciplined, and comfortable managing activity targets and KPIs
• Strong written and verbal communication skills with executive presence and professionalism
• Confident, personable, and comfortable engaging with senior finance leaders
• Comfortable working with digital marketing tools and CRM systems
• Ability to work collaboratively in a fast-paced, team-oriented environment