Senior Customer Success Manager; Central Region

Senior Customer Success Manager (Central Region)

Location: Remote, USA

Employment Type: Full-Time

Gross annual base salary: USD ,000

Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.

One Stream is redefining the future of finance, aiming to be the operating system for modern finance. The Senior Customer Success Manager (SCSM) oversees customer success from onboarding through ongoing engagement, retention, and growth, ensuring customers achieve their goals and become referenceable success stories.

• Partner with sales and CSMs to complete a comprehensive sales transition process
• Act as a seasoned business partner, understanding each customer’s strategy and plan
• Own customer adoption, expansion, satisfaction, and renewal
• Understand customer contractual agreements and delivery scope, timeline, and staffing
• Manage and execute the customer onboarding process
• Develop strong relationships with customers and their delivery teams
• Establish and conduct cadence-based “Business Review” meetings
• Support the Region CS Director with monthly health check meetings and renewal management
• Identify and mitigate risks to customer satisfaction, growth, or renewal
• Align with Customer Success Leadership on regional metrics
• Deepen knowledge of One Stream’s Platform and Marketplace Solutions and share insights
• Promote awareness of Regional One Stream Communities and educational events
• Keep management informed of portfolio progress and obstacles
• Assist Sales in account planning sessions

• Understand customer values and partnership goals
• Listen actively and help customers maximize value from One Stream
• Serve as escalation point for customer requests, issues, and escalations
• Champion customer requests by collaborating with multiple One Stream departments
• Act as a respectful challenger to manage expectations and ensure long-term retention

• Develop annual goals with your CSMs
• Regularly mentor and coach CSMs through established cadences

• Minimum 8 years of professional experience
• At least 5 years as a Customer Success Manager in a SaaS or technology company
• Proven ability to keep customers focused on desired business outcomes
• Conceptual understanding of finance processes:
  Financial Close, Planning, Budgeting, Forecasting, Management Reporting

• Degree in Business, Accounting, Finance, IT, or related field
• Corporate Performance Management (CPM) experience
• Customer and account management experience
• Management or technology consulting experience
• Experience with CPM software such as One Stream, Oracle EPM suite, SAP BPC, IBM Cognos, Anaplan, or other solutions

• Team player with a bias toward action
• Excellent interpersonal, verbal, and written communication skills
• Professional relationship building and collaboration skills
• Strong problem-solving abilities in a collaborative environment
• Excellent organizational and planning skills
• Highly self‑motivated and directed
• Exceptional customer service orientation
• Independent judgment and high stress tolerance

Willing and able to travel up to 50% as required by customer and job needs.

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship. One Stream is an Equal Opportunity Employer.