CUSTOMER SUCCESS MANAGER
Location: Remote, UK
Employment Type: Full-Time
GBP- 55,000 – 71,500 (Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria)
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.
This is a hybrid position. The successful candidate should be located within approximately one hour's commuting distance of either our London office (postcode EC2V 5BT, nearest Tube station: Bank) or our Manchester office (postcode M2 3NN close to Manchester Central) to enable effective in-person collaboration with customers and customer-facing colleagues when required.
Understand customer's contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing).
- Identify and mitigate risks that threaten your customer's satisfaction, growth, or renewal.
- Align with Customer Success leadership on regional metrics.
- Promote awareness of Regional OneStream Communities and customer educational events.
- Keep management informed of progress and obstacles on your portfolio of customers.
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.).
- Customer Success Expertise: At least 3 years in a Customer Success role within a SaaS technology company, supporting solutions primarily used by Finance or IT departments and engaging with senior decision-makers such as CFOs, CIOs, or CISOs.
Customer Outcome Management: Relationship Management: Proven experience in building and managing strong customer relationships.
Degree in Business, Accounting, Finance, Information Technology, or a related field.
Relationship Management: Proven experience in building and managing strong customer relationships.
Consulting Background: Experience in management consulting or technology consulting.
Corporate Performance Management (CPM): Hands-on experience as a Customer Success Manager or in a customer facing position.
CPM Software Expertise: OneStream, Oracle EPM Suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis),IBM Cognos, Anaplan Other CPM solutions
Professional relationship building skills.
- Strong organizational and planning skills.
- Exceptional customer service orientation.
- Travel
Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).
OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance FurtherTM 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. Core value of customer success
- Variety of project work (not industry-specific)
- Multiple training opportunities
LI-KT1 #LI-Remote
Remote Customer Success Manager in Nottingham employer: Onestream
OneStream is an exceptional employer that fosters a strong culture of transparency and camaraderie, making it an ideal place for professionals seeking meaningful work in the SaaS industry. With a commitment to employee growth through multiple training opportunities and a focus on customer success, the company empowers its Account Directors to thrive in their roles while enjoying the flexibility of remote work, ideally from London. Join us to be part of a team that values innovation and collaboration, driving finance further together.
