At a Glance
- Tasks: Drive sales of OneStream SaaS solutions and manage customer relationships.
- Company: OneStream empowers finance teams with a unified enterprise platform for better decision-making.
- Benefits: Enjoy remote work, excellent medical plans, professional development, and a supportive team culture.
- Why this job: Join a dynamic team focused on customer success and innovative finance solutions.
- Qualifications: 5-10 years in B2B sales, strong negotiation skills, and experience with C-level clients required.
- Other info: Travel up to 50% may be needed for sales objectives and company events.
The predicted salary is between 108000 - 162000 £ per year.
Location: Remote - Northeast, United States
Employment Type: Full-Time
Compensation Range: $155,000.00 (range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K
The Account Director is responsible for the sale of OneStream SaaS solutions within a specified territory. OneStream is looking for an experienced, proactive sales professional to manage and grow existing customer relationships through subscription renewals and expansion, uplifts and cross-selling of additional solutions. This role will be responsible for strategic planning and account management across a designated sales territory and will be expected to take full ownership within this territory. The role requires Account Directors to successfully retain and grow the existing solution footprint as well as meet and ideally exceed your quota. The ideal candidate will have a strong understanding of SaaS sales and a proven track record in sales within an existing account base. The ideal candidate location is Northeast, US. Please note, travel may be required up to 50% or more to meet sales objectives and company events.
Primary Duties and Responsibilities
- Opportunity Identification: Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges, and OneStream's value proposition.
- Upselling and Cross-Selling: Introduce additional products or services that meet the evolving needs of our customers, driving upsell and cross-sell opportunities.
- Internal Reporting: CRM knowledge transfer, sales pipeline management, and proposal preparation.
- Self Sourced Pipeline: Grow pipeline via direct efforts/prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances.
- Be Business Partner to your Customers: Provide proactive and consultative guidance that will add value to their business objectives, ensuring high retention and net revenue growth for OneStream.
- Position OneStream: Articulately and effectively convey the OneStream value proposition via written, virtual, and in-person presentations, by leveraging custom business cases, marketing assets, and customer success stories.
- Enable your Customer Champions: Prepare joint business cases that align prospects' and customers' business objectives with OneStream's solutions and value proposition, and leverage them in sales cycles to establish and build alignment to support revenue generation.
- Achieve Sales Targets: Develop and execute business plans to achieve sales targets. Accurately track and forecast sales opportunities.
- Ensure timely and accurate knowledge transfer across internal teams, such as Business Development, Pre-Sales, Alliances, and Customer Success, as well as to external collaborators such as Customers, Prospects, and Alliance Partners.
- Assess prospects' and customers' needs for OneStream offerings via research, discovery sessions, and solution demonstrations.
- Prepare proposals and SaaS agreements to prospects and customers to drive sales.
- Identify opportunities for OneStream use case expansion within customer accounts to drive additional revenue.
- Develop comprehensive proposals in response to client and prospect requests.
- Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams.
Required Education and Experience
- Minimum 5-10 years' experience as a sales manager, sales representative or a related occupation specifically in B2B selling across the Enterprise accounts.
- Proven track record in hitting quota and retention targets.
- Organized, detail-oriented with the ability to prioritize and respond quickly.
- Negotiation skills as it relates to renewals, upsell, cross-selling, and additional solution add-ons.
- Highly proficient in MS Office Suite, and CRM systems.
- Experience working in a consultative capacity with C-level customers on complex SaaS solutions.
- Extensive customer service experience in assessing and evaluating customer needs and satisfaction, and meeting specified standards with respect to products and services.
- Exceptional oral and written comprehension, communication, and presentation skills.
- Experience demonstrating, promoting, and selling products/services.
- Knowledge and experience with marketing/sales strategy and tactics.
- Knowledge of administration, business, and management principles.
- Experience with MS Office and SFDC, and other analytical or project management tools.
- Extensive experience working in a team environment.
- Track record of exceeding revenue goals.
Preferred Education and Experience
- University Degree or College Diploma in Sales, Business Administration, Marketing or a related field.
- Prior sales experience in the software industry, especially within the CPM/EPM industry.
- Experience with Salesforce is preferred.
- Working knowledge of Accounting, Finance, and Corporate Performance Management.
Knowledge, Skills, and Abilities
- Professional.
- Strategic.
- Capable of building rapport with C-level executives and customers.
- Highly-organized.
- Tech-savvy.
- Ability to understand and react to customer needs.
- Flexible and adaptable.
- Goal driven.
- Willingness to travel.
Travel
Travel may be required up to 50% or more to meet sales objectives and company events.
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
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.
Account Director - Northeast (New England Territory base) employer: OneStream Software
Contact Detail:
OneStream Software Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Director - Northeast (New England Territory base)
✨Tip Number 1
Familiarise yourself with OneStream's SaaS solutions and their unique value propositions. Understanding the specific needs of potential clients in your territory will help you tailor your approach and demonstrate how OneStream can address their challenges.
✨Tip Number 2
Network with existing customers and industry professionals to gain insights into the market landscape. Building relationships can lead to referrals and opportunities for upselling or cross-selling OneStream solutions.
✨Tip Number 3
Prepare to discuss your previous sales successes and strategies during interviews. Highlight your experience in managing accounts, meeting quotas, and your consultative approach to sales, as these are crucial for the Account Director role.
✨Tip Number 4
Stay updated on industry trends and competitor offerings. This knowledge will not only help you position OneStream effectively but also demonstrate your commitment to understanding the market during discussions with potential employers.
We think you need these skills to ace Account Director - Northeast (New England Territory base)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in SaaS sales and account management. Use specific examples that demonstrate your ability to meet quotas and manage customer relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly in upselling and cross-selling solutions.
Showcase Your Achievements: Quantify your past successes in sales. Include metrics such as percentage increases in sales or retention rates to illustrate your impact in previous roles.
Prepare for the Interview: Research OneStream's products and services thoroughly. Be ready to discuss how you would approach identifying new sales opportunities and managing existing accounts within the Northeast territory.
How to prepare for a job interview at OneStream Software
✨Understand OneStream's Value Proposition
Before the interview, make sure you have a solid grasp of OneStream's SaaS solutions and how they benefit customers. Be prepared to discuss how you can leverage this understanding to identify opportunities for upselling and cross-selling within existing accounts.
✨Demonstrate Your Sales Track Record
Come ready to share specific examples from your past experiences that highlight your success in meeting or exceeding sales quotas. Use metrics and figures to illustrate your achievements, especially in B2B environments.
✨Prepare for Consultative Selling
Since the role involves working closely with C-level executives, practice articulating how you would approach consultative selling. Think about how you can align OneStream's solutions with the strategic goals of potential clients.
✨Showcase Your CRM Proficiency
Familiarise yourself with common CRM systems, particularly Salesforce, as it's mentioned in the job description. Be ready to discuss how you've used CRM tools to manage sales pipelines and track customer interactions effectively.