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- Tasks: Manage customer relationships and ensure their success with our financial software.
- Company: OneStream Software is revolutionising finance with a cloud-based performance management platform.
- Benefits: Enjoy remote work, excellent medical plans, professional development, and a supportive team culture.
- Why this job: Join us to make a real impact in finance while building strong customer relationships.
- Qualifications: 5+ years of experience in customer success or account management, preferably in finance software.
- Other info: This role offers a chance to travel up to 50% and engage with diverse clients.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Customer Success Manager UK (Financial Management Software)
Join to apply for the Customer Success Manager UK (Financial Management Software) role at OneStream Software
Customer Success Manager UK (Financial Management Software)
Join to apply for the Customer Success Manager UK (Financial Management Software) role at OneStream Software
Summary
At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.
CUSTOMER SUCCESS MANAGER
Location: Remote, UK
Employment Type: Full-Time
Summary
At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.
As a Customer Success Manager (CSM), you will play an Integral role in our mission to ensure every customer achieves their goals and becomes a referenceable success, you will oversee a portfolio of customers guiding them through their entire journey—from initial onboarding to sustained engagement, retention, and growth.
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, Account Management, or a related field is essential.
Successful candidates will have hands-on experience with Financial Management Software—such as Corporate Performance Management (CPM/EPM), Enterprise Resource Planning (ERP), Accounting, Spend Management, Treasury, Tax and Regulatory Reporting etc. —and demonstrate a strong ability to collaborate closely with Finance teams. A solid understanding of the Office of Finance’s priorities and the capability to support their goals are essential to thriving in this role.
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 relationships with your customers 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
- A minimum of 5 years of professional experience.
- At least 3 years of experience in Customer Success, Account Management, or a related field building and managing customer relationships.
- Proven experience in 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 And Experience
- Degree in Business, Accounting, Finance, Information Technology or related field.
- Experience as a Customer Success Manager within a SaaS or Technology related company.
- Customer and account management experience.
- Management consulting/technology consulting experience.
- Corporate Performance Management (CPM) experience (either as a CSM, a consultant or a corporate employee).
- Prior experience with any of the following CPM Software products:
- OneStream
- Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
- SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
- IBM Cognos
- Anaplan
- Or other CPM solutions.
Knowledge, Skills, And Abilities
- A team player with a bias towards action.
- Excellent interpersonal and communication skills.
- Professional verbal and written communication skills.
- Professional relationship building skills.
- Strong ability to problem-solve in a collaborative environment.
- Strong organizational and planning skills.
- Highly self-motivated and directed.
- Keen attention to detail.
- Proven analytical, evaluative, and problem-solving abilities.
- Exceptional customer service orientation.
- Ability to operate in a demanding environment managing simultaneous priorities.
Travel
Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).
Who We Are
OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit Join The OneStream Team
- Transparency around corporate structure, salary, and benefits
- Core value of customer success
- Variety of project work (not industry-specific)
- Strong culture and camaraderie
- Multiple training opportunities
Benefits At OneStream
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:
- 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.
OneStream is an Equal Opportunity Employer.
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Customer Success Manager UK (Financial Management Software) employer: OneStream Software LLC
Contact Detail:
OneStream Software LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager UK (Financial Management Software)
✨Tip Number 1
Familiarise yourself with OneStream's Corporate Performance Management (CPM) platform. Understanding its features and benefits will allow you to speak confidently about how it can help potential customers achieve their goals.
✨Tip Number 2
Network with professionals in the financial management software industry. Attend relevant webinars or local meetups to connect with others who may have insights into the role and company culture at OneStream.
✨Tip Number 3
Prepare to discuss your experience in managing customer relationships, particularly in a SaaS environment. Be ready to share specific examples of how you've driven customer success and satisfaction in previous roles.
✨Tip Number 4
Research the latest trends in financial management and how they impact customer success. Being knowledgeable about current challenges and solutions in the finance sector will demonstrate your commitment and expertise during discussions.
We think you need these skills to ace Customer Success Manager UK (Financial Management Software)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Customer Success, Account Management, or related fields. Emphasise your hands-on experience with Financial Management Software and any specific CPM tools you've worked with.
Craft a Compelling Cover Letter: In your cover letter, express your passion for customer success and how you can help OneStream's clients achieve their goals. Mention specific examples of how you've driven customer satisfaction and retention in previous roles.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application reflects your ability to convey complex information clearly. Use professional language and structure your documents well to demonstrate your written communication skills.
Highlight Problem-Solving Abilities: Include examples in your application that showcase your problem-solving skills, particularly in managing customer relationships and addressing their needs. This will align with the expectations of the Customer Success Manager role.
How to prepare for a job interview at OneStream Software LLC
✨Understand the Product Inside Out
Before your interview, make sure you have a solid understanding of OneStream's Corporate Performance Management platform. Familiarise yourself with its features and benefits, as well as how it compares to other financial management software. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Customer-Centric Mindset
As a Customer Success Manager, your ability to advocate for customers is crucial. Prepare examples from your past experiences where you've successfully managed customer relationships, resolved issues, or helped clients achieve their goals. Highlight your problem-solving skills and how you prioritise customer satisfaction.
✨Prepare for Scenario-Based Questions
Expect to be asked about specific scenarios you might face in the role. Think about potential challenges in customer onboarding or retention and how you would address them. Practising these responses can help you articulate your thought process and demonstrate your strategic thinking.
✨Emphasise Collaboration Skills
Collaboration with sales teams and other departments is key in this role. Be ready to discuss how you've worked cross-functionally in the past. Share examples of how you’ve built relationships with stakeholders and how you’ve contributed to team success, as this will show your ability to work effectively within OneStream's structure.
