OneStream Lead Consultant

OneStream • Full-time • United States • 2w ago

Why This Job is Featured on The SaaS Jobs

This OneStream Lead Consultant role sits in the SaaS ecosystem where enterprise finance teams increasingly buy configurable cloud platforms rather than bespoke reporting stacks. The focus on OneStream implementations places the work at the intersection of product capability, customer outcomes, and complex data environments, a common pattern in modern B2B SaaS delivery.

For a long-term SaaS career, the role builds durable experience in translating business performance management needs into working applications, then validating, documenting, and supporting them through go live and beyond. Regular involvement in design sessions, troubleshooting, and customer training develops a blend of solution architecture and stakeholder management that transfers across implementation, solutions consulting, and customer success paths in enterprise SaaS. Exposure to extensibility, business rules, and adjacent tooling also reinforces a technical foundation that remains relevant as platforms evolve.

This position tends to suit professionals who prefer accountability for end to end delivery and are comfortable operating with minimal supervision while coordinating with other consultants and customer teams. It also aligns with those who enjoy structured methods, clear documentation, and frequent customer interaction, including significant travel, as part of how enterprise SaaS gets adopted at scale.

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

ONESTREAM LEAD CONSULTANT

Location: Remote, USA

Employment Type: Full-Time

Compensation: $114,000 to $148,000 (Range applies to US candidates only) + Benefits/Variable Comp - Range may vary based on experience.

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

Summary

This position will provide an integral consultative component to our customer’s ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream . Consultants are responsible for providing solutions by working with customers to develop applications primarily for financial reporting. A Consultant has hands-on knowledge of OneStream and a track record of successful implementations as well as core product training. A Consultant completes the implementation work in a timely manner and can assist in validating the requirements and design of the application.

A Consultant performs the routine and non-routine activities in each area of responsibility independently, with minimal coaching and supervision. OneStream Consultants typically work together with customer resources and frequently with a team of other consultants to implement complex web-based Business Performance Management solutions. Teamwork is an important function of this role. The ideal candidate possesses experience working in finance organizations, with sound understanding of the nature of work performed by financial analysts, controllers, finance directors, and CFOs.

Primary Duties and Responsibilities

Demonstrate the core/advanced functionality of single solution on the OneStream platform
Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)
Delegate tasks to and mentor other members of the team
Independently complete implementation work and project documentation
Review and finalize documentation and application elements prepared by other junior team members
Lead troubleshooting and resolution of application issues
Lead a full multi-solution design session; prepare complete design document.
Assist in identifying roles and responsibilities for projects
Provide feedback on team performance
Responsible for managing small projects in accordance with the PRIME methodology
Create and maintain project financials, project plan, and status reporting
Propose session ideas for Splash
Author Blog Posts for OneCommunity
Identify and recreate issues for tracking and resolution with product development
Conduct customer training
Lead customer meetings, manage customer relationship
Foster a knowledge sharing culture within the OneStream community
Present topics to the department during ad-hoc calls and at the annual summit Lunch & Learn knowledge share sessions
Participate in OneCommunity forums

Required Education and Experience

Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience.
8+ years of Implementing CPM Solutions, with 3+ years Implementing OneStream
An active OneStream Certified Professional (OCP) – Core Platform Architect digital credential
Extensive experience with SQL, C#, VB.NET or similar programming experience
High degree of proficiency with MS Office and data modeling skills
Deep understanding of financial accounting and/or planning processes
Strong critical thinking and analytical background (consulting, banking, research)
Superior presentation skills
Strong technical skills/background as it relates to product implementation
Prior Experience with databases (Oracle, Essbase, etc.)

Preferred Education and Experience

Other OneStream Certification(s) digital credentials or micro-credentials
Master’s degree in Business, Accounting, Finance, or Information Technology.
A professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology)
Prior experience with any of the following products is a plus:
- SAP Outlooksoft BPC
- SAP BOFC (Cartesis)
- HFM (Hyperion Financial Management)
- FDM (Financial Data Quality Management) or UpStream
- Hyperion Planning
- Hyperion Essbase
- IBM Cognos

Knowledge, Skills, and Abilities

Ability to apply software knowledge to functional business requirements by leading requirements, scoping, and design sessions
Ability to create and finalize project documentation per PRIME Methodology guidelines
Ability to apply basic standard project management principles and practices to deliver results
Ability to design a solid foundational OneStream core application using extensibility
Ability to write complex OneStream business rules and member formulas of any type
Ability to design, build and customize any OneStream built solutions and accelerators that can be downloaded from the Solution Exchange

Increasing ability to take on more senior roles in implementations

Travel

Travel Requirement: Regular travel is a critical part of this role and a willingness to travel up to 80-100% of work time is required.

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

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: