Customer Support Engineer (Financial Software Applications)

OneStream • Full-time • United States • 1m ago

Why This Job is Featured on The SaaS Jobs

This Customer Support Engineer role stands out in SaaS because it sits at the intersection of enterprise application support and finance operations, supporting customers using a Corporate Performance Management platform. In the broader SaaS landscape, that combination is common in higher-complexity products where deployments touch accounting processes, data models, and integrated systems rather than isolated end user workflows.

For a long-term SaaS career, the work builds durable exposure to how product reliability, configuration, and customer outcomes connect. Handling cross product-line issues, documenting solutions in a knowledge base, and submitting bugs to engineering mirrors the feedback loops that mature SaaS companies rely on to improve product quality. The listed stack also signals transferable technical fluency across Windows server environments, SQL Server, IIS, and virtualization, alongside domain understanding of finance and accounting concepts that frequently underpin B2B SaaS.

This position is best suited to professionals who enjoy structured troubleshooting, clear communication with external stakeholders, and methodical root-cause analysis. It fits someone who wants to deepen technical support engineering capability while staying close to business critical finance use cases, particularly within standard US business hours aligned to Eastern and Central time zones.

The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.

Job Description

CUSTOMER SUPPORT ENGINEER (Financial Software Applications)

Location: Remote, United States

Employment Type: Full-Time

Compensation: $85,000-$105,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.

Benefits Offered: Vision, Medical, Life, Dental, 401k

ABOUT THE JOB

We are looking for a Customer Support Engineer to join our Application Customer Support team. This individual will be responsible for working with our external customers to provide them with overall product/software support and resolve any other technical issues that may arise. The ideal candidate will be passionate about working with customers and providing exceptional customer service and have some experience of working within a finance department or working with Corporate Performance Management or other Financial management software applications.

This position supports customers operating in the Eastern and Central time zones, with standard business hours of 8:00 a.m.–5:00 p.m. Successful candidates may reside anywhere in the United States, as long as they are committed to working these hours.

PRIMARY DUTIES AND RESPONSIBILITIES

Respond to product-related customer issues and contact customers to triage problems.

Provide remote product support for OneStream customers and troubleshoot product configuration issues.
Research, resolve and respond to complex issues across the application product lines and product boundaries ensuring policy compliance.
Collaborate with other teams to help solve support problems, training problems, and other issues that may arise.
Submit software bugs to development teams.
Update and maintain technical knowledge base articles.
Ensure all interactions with OneStream customers are positive and handled with a high sense of urgency.
Lead by example and encourage information sharing, team-based resolution activity, cross-training and putting an emphasis on resolving cases as quickly and effectively as possible.

Assist in developing innovative solutions and building strong relationships with customers.

QUALITIES OF A SUCCESSFUL CANDIDATE

REQUIRED EDUCATION AND EXPERIENCE

College diploma or bachelor’s degree in a technology or finance-related field (or equivalent work experience).
Experience working with Software Applications.
3+ years Software Application troubleshooting experience.
Knowledge of Finance and Accounting practices and principles.

PREFERRED EDUCATION AND EXPERIENCE

Experience solving Financial Management / financial-driven support issues.

Prior experience and/or certification with any of the following products:
- OneStream
- Oracle Hyperion HFM, FDM, Planning, Essbase
- Blackline
- SAP Outlooksoft BPC
- SAP BOFC (Cartesis)
- IBM Cognos or other EPM solutions.
- Other proprietary software, especially financial related.
Experience with PowerShell, VB.net or Visual Basic. Any object-oriented programming.
Experience supporting customers in a Windows environment (Windows 10, Windows Server, IIS, SQL Server, SQL, VMware, and/or Hyper-V).
Microsoft Certifications (Windows , SQL Server ,Azure, Office-Excel).

TRAVEL

Regular travel is not expected for this position; however, travel may arise as necessary.

PERSONAL ATTRIBUTES

Technical capacity
Problem Solving/Analysis
Organizational Skills
Customer/Client Focus
Decision Making
Initiative
Strong communication skills
Legally authorized to work for any company in the country where this position is located without sponsorship

WHO WE ARE

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.    Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

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 Software

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: