Senior Account Director - Banking

A Senior Account Director - Banking is responsible for driving new business growth within a defined territory. The role focuses on identifying, developing, and closing net-new customer opportunities, with a strategic emphasis on expanding OneStream’s footprint into untapped markets and organizations. The Senior Account Director takes full ownership of pipeline generation and progression, leveraging a consultative, value-based sales approach to demonstrate how OneStream’s SaaS platform addresses complex business needs. This individual is responsible for engaging C-level stakeholders, navigating enterprise sales cycles, and building strong, trust-based relationships with prospective clients. Success in the role requires a self-starter with exceptional prospecting capabilities, a deep understanding of the financial and operational challenges facing modern enterprises, and a passion for winning new business. The Senior Account Director collaborates cross-functionally with Marketing, Pre-Sales, Business Development, and Strategic Alliances to maximize market reach and accelerate deal velocity. While some collaboration with existing accounts may occur, the primary focus of this role remains new logo acquisition and revenue growth.

PRIMARY DUTIES

• Deep understanding and knowledge of selling to financial services organisations.
• Proven track record of consistently exceeding quotas through net-new customer acquisition.
• Demonstrated success in prospecting, pipeline generation, and closing complex deals.
• Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels.
• Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles.
• Strong command of sales methodologies such as MEDDPICC or Challenger to manage complex sales cycles.
• Strategic thinker with business acumen to align solutions with customer pain points and goals.
• Comfortable operating independently in fast-paced, high-growth environments.

PREFERRED EDUCATION AND EXPERIENCE

• University Degree or College Diploma in Sales, Business Administration, Marketing or a related field.
• Prior sales experience in the SaaS industry, especially within the CPM / EPM industry or financial software space.
• Experienced in collaborating with Marketing, Product, Business Development, and Pre-Sales to accelerate deal velocity.

KNOWLEDGE, SKILLS, AND ABILITIES

• Demonstrates a strategic mindset with a focus on long-term value creation.
• High degree of ownership and autonomy.
• Consistently driven by goals and measurable outcomes.
• Maintains a strong customer-centric approach across all initiatives.
• Possesses strong commercial acumen and sound business acumen to drive sustainable growth.
• Proven ability to build and maintain trusted relationships with C-level executives and key stakeholders.
• Adept at identifying, understanding, and proactively responding to evolving customer needs.
• Highly flexible and adaptable, with the ability to navigate complex and changing environments.

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.

WHY 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.

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