Senior Customer Success Manager

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

📋 Description

• Oversee a portfolio of clients.

• Collaborate with sales and your Customer Success Managers (CSMs) to facilitate a thorough sales transition process.

• Serve as a knowledgeable business partner to your client and their delivery team by comprehending their strategy and plans.

• Hold primary responsibility and accountability for enhancing your client’s adoption, growth, satisfaction, and renewal.

• Familiarize yourself with the client’s OneStream contractual agreements.

• Manage and implement the onboarding process for the client.

• Build a robust working relationship with your client and their delivery team.

• Set up and conduct regular “Business Review” meetings with your client.

• Identify and address risks that may jeopardize your client’s satisfaction, growth, or renewal.

⛳️ Requirements

• At least 8 years of professional experience.

• Minimum of 5 years in a Customer Success Manager role within a SaaS or technology-focused company.

• Demonstrated ability to keep clients aligned with their desired business outcomes throughout their initiatives.

• Conceptual knowledge of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, and Management Reporting.

• Bachelor’s degree in Business, Accounting, Finance, Information Technology, or a related field.

• Experience in Corporate Performance Management (CPM).

• Background in customer and account management.

• Experience in management consulting or technology consulting.

• Previous experience with any of the following CPM software products: OneStream, Oracle’s EPM suite, SAP BPC, IBM Cognos, Anaplan, or other CPM solutions.

🏝️ Benefits

• Vision

• Medical

• Life

• Dental

• 401K