Senior Account Director

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

📋 Description

• Drive the acquisition of new logos through strategic prospecting, outbound outreach, marketing leads, and partner referrals.

• Identify opportunities for upselling and cross-selling by understanding the evolving needs of customers and aligning them with OneStream’s solutions.

• Develop and sustain a robust pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.

• Keep Salesforce records clean, accurate, and up-to-date.

• Prepare and present customized business cases, proposals, and SaaS agreements.

• Balance the pursuit of new business with the growth of existing accounts to meet or surpass sales targets.

• Act as a consultative partner to support long-term customer success and retention.

• Clearly communicate OneStream’s differentiators through written, virtual, and in-person presentations.

• Monitor and forecast sales opportunities while ensuring timely knowledge transfer.

• Conduct discovery sessions, research, and demonstrations to assess client challenges.

• Create proposals and responses to client inquiries.

• Contribute to sales enablement and process improvement initiatives, and step in for the Sales Director as necessary.

• Lead by example, mentor team members on effective sales practices, and support employee engagement initiatives.

• Collaborate across functions with Marketing, Pre-Sales, Business Development, and Strategic Alliances to maximize market reach and expedite deal velocity.

⛳️ Requirements

• 10+ years of B2B sales experience, with a strong emphasis on new business; high-potential candidates with less experience will also be considered.

• Proven success in consultative software sales within the banking or financial services industry.

• Experience navigating complex and regulated environments and engaging with senior-level stakeholders.

• A demonstrated record of consistently exceeding quotas through new customer acquisition.

• Proven success in prospecting, pipeline development, and closing intricate deals.

• A hunter mindset with the capability to drive outbound efforts and convert leads from various channels.

• Proficient at articulating solution value to senior stakeholders and managing multi-threaded sales cycles.

• Strong understanding of sales methodologies such as MEDDPICC or Challenger.

• Strategic thinking and business acumen to align solutions with customer pain points and objectives.

• Comfortable operating independently in fast-paced, high-growth environments.

• Experience collaborating with Marketing, Product, Business Development, and Pre-Sales teams.

• A University Degree or College Diploma in Sales, Business Administration, Marketing, or a related field is preferred.

• Previous SaaS sales experience, particularly in the CPM/EPM industry or financial software sector, is preferred.

• Ability to build and maintain trusted relationships with C-level executives and key stakeholders.

• Capability to identify, understand, and proactively respond to changing customer needs.

• Flexibility and adaptability in complex and evolving environments.

• Must be legally authorized to work for any company in the United States without sponsorship.

🏝️ Benefits

• Vision insurance.

• Medical insurance.

• Life insurance.

• Dental insurance.

• 401K.

• Short- and long-term disability.

• Vacation time.

• Paid holidays.

• Professional development.

• Retirement plan.

• Multiple training opportunities.

• Transparency regarding corporate structure, salary, and benefits.

• A variety of project work.

• A strong culture and camaraderie.