Senior Customer Success Manager (Central Region)

United States·Minneapolis,Napervillesenior

Customer Success ManagerCustomer

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Quick Summary

Key Responsibilities

Financial Close, Planning, Budgeting, Forecasting, Management Reporting. Preferred Education and Experience • Degree in Business, Accounting, Finance, Information Technology or related field.

Requirements Summary

Must be willing and able to travel up to 50% (travel requirements will vary by customer).

Technical Tools

Customer Success ManagerCustomer

What We Offer

~2 min read

OneStream is redefining the future of finance with the ambition to become the Operating System for Modern Finance. Its unified, cloud-based Corporate Performance Management (CPM) platform enables organisations to optimise processes, make data-driven decisions, and achieve exceptional operational efficiency.

The Senior Customer Success Manager (SCSM) plays a pivotal role in ensuring that customers achieve their goals and become referenceable success stories. This individual manages a portfolio of customers, supporting them throughout their journey—from onboarding through to ongoing engagement, retention, and growth.

Serving as the primary advocate for customers, the Senior CSM is responsible for understanding each organisation’s unique business objectives and helping them maximise the value of their OneStream investment. The role involves building strong relationships with key stakeholders, proactively addressing needs, and delivering tailored solutions to enhance customer satisfaction. Collaboration with the sales team is essential to identify upselling and cross-selling opportunities, thereby unlocking the full potential of OneStream’s capabilities. Success in this role requires a customer-centric mindset, excellent communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in a Customer Success role is required.

This role will manage a portfolio of approximately 30–35 mainly enterprise accounts, with a combined ARR of $5M–$15M.

To be successful in this role, candidates will reside in one of the following locations (in order of preference): Chicago, IL; Wisconsin (WI); or Minneapolis, MN.

Proximity to these Central Region locations is essential to strengthen executive relationships through regular in-person engagement, ensure timely on-site support during critical moments, maintain close alignment with Regional Sales leadership, and stay connected to the local enterprise market—while reducing travel burden and driving greater impact for our customers.

Responsibilities

~1 min read

• A minimum of 8 years of professional experience.
• At least 5 years of experience in Customer Success Manager position within a SaaS or Technology related company.
• Proven experience in 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.

Nice to Have

~1 min read

• Degree in Business, Accounting, Finance, Information Technology or related field.
• Corporate Performance Management (CPM) experience.
• Customer and account management experience.
• Management consulting/technology consulting experience.
• Prior experience with any of the following CPM Software products:
o OneStream
o Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
o SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
o IBM Cognos
o Anaplan
o Or other CPM solutions

• 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.
• Must be able to exercise independent judgment and solve problems.
• High stress tolerance.

Requirements

~1 min read

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.

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