Description
CUSTOMER SUCCESS MANAGER (Commercial Accounts - South Region)
Location: Remote, USA
Employment Type: Full-Time
Compensation: $90,500 - $113,250 (Range applies to US candidates only) + Benefits/Variable Comp - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K
Summary
At OneStream, we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloudbased Corporate Performance Management (CPM) platform enables organizations to streamline processes, make datadriven decisions, and achieve operational excellence.
As a Customer Success Manager (CSM), you will play a critical role in ensuring customers achieve measurable outcomes and become longterm, referenceable partners. You will manage a portfolio of customers across their full lifecycle-from onboarding and adoption through retention and growth-helping them realize maximum value from their OneStream investment.
In this role, the CSM will act as the primary advocate for your customers, understanding their unique business objectives and helping them realize maximum value from their OneStream investment. You will build deep relationships with key stakeholders, proactively address their needs, and deliver tailored solutions to drive customer satisfaction and success. The CSM will collaborate with the sales team to identify upselling and cross-selling opportunities, helping customers unlock the full value of OneStream's capabilities. By fostering trust and delivering results, you'll drive customer adoption and support their long-term goals. This role requires a customer-centric mindset, strong communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in Customer Success is essential.
This position is a Commercial Customer Success Manager role built around a primarily digital engagement model.
You will support a highervolume portfolio using scaled, technologyenabled customer success motions, rather than a traditional, hightouch, inperson enterprise model. Customer relationships remain collaborative and outcomesfocused, but engagement is predominantly delivered through:
Datadriven and healthbased outreach
Structured programs and playbooks
Virtual touchpoints and digital enablement
Occasional inperson engagement may occur, but this role is not designed around frequent onsite or fieldbased account management.
Experience That Aligns Well With This Role
Successful candidates typically bring experience such as:
Managing commercial or midmarket customers through primarily digital channels
Supporting larger books of business using programs, playbooks, and scaled success motions
Working in environments focused on efficiency, segmentation, and repeatable outcomes
Backgrounds focused exclusively on hightouch, whiteglove, onsite enterprise CSM models may find this role less aligned with their prior experience, given its emphasis on scale and digital engagement.
Regional Focus: South Region (U.S.)
This role supports customers and sales partners across OneStream's South Region, which includes:
Alabama (AL), Arkansas (AR), Florida (FL), Georgia (GA), Louisiana (LA), Mississippi (MS), North Carolina (NC), Oklahoma (OK), South Carolina (SC), Tennessee (TN), and Texas (TX)
Candidates are expected to be based within this region, as regional proximity helps to:
Enable meaningful executive and customer engagement when needed
Support strong understanding of the regional commercial landscape
Strengthen alignment with Commercial Sales teams
Maintain sustained focus on delivering scalable customer success outcomes across the region
Primary Duties and Responsibilities
Managing your portfolio of customers:
Partner with sales to complete a comprehensive sales transition process.
Operate as a business partner to your customer and their delivery team by knowing their strategy and plan.
Primary ownership and accountability for driving your customer's adoption, expansion, satisfaction, and renewal.
Understand customer's OneStream contractual agreements (Cloud/SaaS, Term, etc.).
Understand customer's contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing).
Manage and execute the customer's onboarding process.
Develop strong working relationship with your customer and their delivery team.
Establish and execute cadence-based "Business Review" meetings with your customer.
Identify and mitigate risks that threaten your customer's satisfaction, growth, or renewal.
Align with Customer Success leadership on regional metrics.
Develop and grow your knowledge of OneStream's Platform and MarketPlace Solutions and share that knowledge with customers.
Promote awareness of Regional OneStream Communities and customer educational events.
Keep management informed of progress and obstacles on your portfolio of customers.
Customer Advocacy
Learn and understand what customers value in their partnership with OneStream.
Actively listen to customers and help them understand how they can get the most value from their investment in OneStream.
Champion your customer's requests by collaborating with the Customer, their delivery team and various OneStream departments (Customer Support, Cloud, Technical SME's, Product Mgmt. etc.).
When necessary, be the respectful challenger to set and manage your customer's expectations.
Required Education and Experience
Customer Success Manager for a SaaS company.
3+ years building and managing customer relationships
5+ years of professional experience.
Proven history of 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.
Preferred Education... For full info follow application link.
