Partner Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate, support, and enhance skill sets within a network of strategic partners.

• Serve as a liaison between OneStream's internal teams and partners, overseeing both functional and technical aspects of partner implementations.

• Monitor project status, partner health and growth metrics, partner program tier advancements, scorecards, OnePass usage, and skill-level certifications.

• Act as the main contact for implementation partners.

• Conduct regular partner status calls to discuss project delivery updates and address delivery issues.

• Foster and nurture partner relationships to ensure successful OneStream implementations.

• Offer strategic guidance on partner health and future initiatives.

• Coordinate between partners and Support, Remote Consulting, Partner Enablement, Engineering, and Customer Success teams.

• Address and escalate delivery timeline issues to mitigate project risks.

• Contribute input on partner tiering based on implementation experience and skill sets.

• Encourage partners to establish and sustain a center of excellence function.

• Oversee and assist with partner-led implementations.

• Evaluate project plans and suggest improvements for timelines and go-live schedules.

• Enhance customer satisfaction and adoption through effective functional enablement.

• Recommend enablement materials tailored to customer needs.

• Review partner cases and assess the utilization of the internal center of excellence.

• Identify and clarify key deliverables essential for partner success.

• Create and present partner Seismic pages featuring functional information, new features, and solution content.

• Engage partners through online courses, content, and enabling materials.

• Recognize opportunities for process improvement among partners and devise strategies for efficiency.

• Implement proactive enablement and services to avert customer escalations.

• Produce SOP documentation and enhance governance across projects.

• Perform gap analysis with Partner Alliances to strengthen partner processes and project management frameworks.

⛳️ Requirements

• Bachelor’s degree in Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent practical experience.

• At least 2 years of experience in project management, stakeholder management, or account management.

• A minimum of 5 years of consulting or functional account management experience within software implementations for CPM/EPM platforms.

• All candidates must be legally authorized to work for any company in the country where this position is based without requiring sponsorship.

• Exceptional project management skills related to product implementation.

• Strong customer service abilities.

• Capability to effectively communicate clear functional guidance and recommendations.

• Proficient in building trust and establishing strong relationships.

• Ability to provide constructive feedback regarding product implementations and project progress.

• Passion for enabling others and continuously expanding functional knowledge.

• Self-motivated with a strong drive for success.

• Excellent organizational skills and attention to detail.

• Ability to manage and complete multiple workstreams efficiently.

• Strong presentation skills and excellent interpersonal communication capabilities.

• Ability to collaborate effectively and solve problems independently as well as within a team.

• Comprehensive understanding of financial accounting processes.

• Proficient in drafting project status reports.

• Skilled in diagnosing and troubleshooting issues.

🏝️ Benefits

• Vision insurance.

• Medical insurance.

• Life insurance.

• Dental insurance.

• 401(k) plan.

• Short-term disability coverage.

• Long-term disability coverage.

• Vacation time.

• Paid holidays.

• Opportunities for professional development.

• Retirement plan.

• Various training opportunities.

• Transparency regarding corporate structure, salary, and benefits.

• Diverse project work (not confined to a specific industry).

• A strong culture and camaraderie among team members.