SENIOR CUSTOMER SUCCESS MANAGER (ITALY)
Location: Remote, Italy
Employment Type: Full-Time
Summary
At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.
This position is for a Senior Customer Success Manager (SCSM), a vital role in helping our customers achieve their strategic goals and obtain maximum value from their investment with OneStream. We seek a hybrid professional with strong customer acumen and a solid SaaS and technical foundation to engage customers and develop long-term partnerships.
As a Senior Customer Success Manager, you will focus on building effective partnerships by driving product adoption and driving customers towards best practice adoption, and future roadmaps’ development. Your role will involve expanding relationships, simplifying processes, and acting as the bridge between customers and the OneStream ecosystem, including Product Management, Engineering, Professional Services, Education, and more.
- Primary Duties and Responsibilities
Manage overall relationships with assigned customers, ensuring adoption, retention, and renewals.
- Develop multi-purpose relationships throughout customer organizations.
- Develop and execute Customer Success Plans to establish critical goals and help customers achieve their business objectives and strategic goals.
- Measure and monitor customers’ progress against key performance indicators, reporting internally and to customer stakeholders.
- Facilitate regular meetings (weekly/monthly/quarterly/bi-annually/annually) with customers to review program statuses following the right governance at different stakeholder levels.
- Own and drive strategic engagements with decision makers during regular business reviews.
- Serve as a trusted advisor to customers, driving continued value from our products and services.
- Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions.
- Identify and develop expansion opportunities within existing accounts.
- Develop a strong internal network across the entire internal ecosystem.
- Advocate for customer needs across departments and manage resolutions for escalated concerns.
- Identify risks within accounts and take proactive measures to manage or resolve them efficiently.
- Drive customers to take part in user groups and regional customer events.
- Drive Customers to build staff training and develop a center of excellence.
- Ensure customers achieve continuous ROI by consulting on workflows and aligning outcomes with business goals.
- Gain and maintain sound knowledge in the OneStream platform and future product offerings.
- Mentor newer members of team.
- Collaborate with Customer Success colleagues across your region.
- Utilize customer management tools to track communication, issues, and metrics.
Required Education and Experience
- Minimum of a Bachelor’s degree; an advanced degree may be considered in lieu of professional experience.
- 8+ years in a related function with direct customer advocacy and engagement experience.
- Minimum of 5 years of experience in Customer Success, Consulting, Account Management, or Sales/Pre-Sales.
- Prior experience in dealing with complex customers.
- Understanding of corporate finance functions including financial close, planning, budgeting, forecasting, management reporting is preferred.
Preferred Education and Experience
- Understanding of project documentation in accordance with OneStream methodology standards and guidelines is preferred.
- Prior experience in SaaS applications is preferred.
- Prior experience with any CPM solution (OneStream, Oracle, SAP, Anaplan, or other) is preferred.
- Prior experience in delivery in complex customer landscapes is a plus.
Knowledge, Skills, and Abilities
- Team player with a bias towards action
- Professional coaching skills
- Professional relationship building skills
- Strong organizational and planning skills
- Keen attention to detail
- Proven commitment to customer success and continuous delivery of product value.
- Demonstrated ability to develop use cases with customers and align strategies to solutions.
- Strong verbal, written, and presentation skills coupled with interpersonal expertise.
- Self-starter who thrives in multi-tasking environments and adapts priorities seamlessly.
- Technical problem-solving skills with the ability to rapidly resolve issues.
- Familiarity with enterprise and cloud software spaces.
- Capability to manage customer engagements to completion with high satisfaction levels.
Travel
Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).
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
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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