Principal Partner Success Manager (CPM/EPM Software)
Principal Partner Success Manager (CPM/EPM Software)

Principal Partner Success Manager (CPM/EPM Software)

Full-Time 36000 - 60000 ÂŁ / year (est.) Home office possible
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At a Glance

  • Tasks: Drive partner success and support implementations in a dynamic, remote environment.
  • Company: Join OneStream, a leader in enterprise finance solutions with a strong culture of collaboration.
  • Benefits: Enjoy competitive salary, flexible remote work, and continuous professional development opportunities.
  • Why this job: Make a real impact by empowering partners and enhancing their success with innovative software.
  • Qualifications: Experience in project management and consulting for software implementations is essential.
  • Other info: Be part of a transparent company that values customer success and offers diverse project work.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Location: Remote, UK

Employment Type: Full-Time

Summary

As a Principal Partner Success Manager (PPSM) you will play a critical role in driving the success of the OneStream partner ecosystem. You’ll be responsible for developing, supporting and growing all skillsets within a portfolio of strategic partners. This role blends relationship management, enablement strategy, and operational excellence to help partners build a scalable, high performing and self‑sufficient practice. The Principal Partner Success position bridges the gap between OneStream’s internal teams—such as customer success, partner alliances and partner enablement—and its partners, managing the functional and technical aspects of partner implementations, making sure partner needs are addressed promptly and thoroughly, and fostering lasting relationships to enhance the partner experience.

Primary Duties and Responsibilities

  • Partner Relationship & Support
    • Act as the primary point of contact for implementation partners, ensuring the partner has the necessary resources and both technical and functional support.
    • Own regular partner status calls to discuss partner project delivery status and delivery concerns.
    • Build and maintain strong relationships with partners to drive success of OneStream implementations and partner success.
    • Provide guidance on overall partner health and future planning with the partner.
    • Serve as a co‑liaison with Partner Alliances between partners and internal teams (Support, Remote Consulting, Partner Enablement, Engineering, Customer Success), focusing on creating value for the partner by guiding them to appropriate teams and processes when needed.
    • Alert Partner Alliances and other internal leadership of concerns related to the delivery of project timelines mitigating risk.
    • Provide input to Partner Delivery Managers on the leveling of partners based on experience working with specific implementation partners and their perceived skillsets.
    • Maintain clear and concise communication with partners and internal stakeholders.
    • Responsible for driving the partners to develop and maintain a COE function within their practices.
  • Project Oversight & Functional Support
    • Monitor and support partner‑led implementations to ensure adherence to project delivery and partner success.
    • Review projects plans and provide recommendations to project timelines and go‑live success.
    • Seek opportunities to increase customer satisfaction and adoption via Functional enablement to our partners.
    • Recommend the use of enablement materials to partners based on customer requirements and expectations.
    • Review partner cases and their nature to ensure they are utilizing their internal COE correctly.
    • Review and identify key deliverables for partner success.
  • Enablement
    • Develop and deliver partner seismic pages with functional information, new features and solution content.
    • Actively engage partners COE with Navigator courses, content and enablement materials.
  • Process Improvement
    • Identify opportunities to improve partner processes and develop strategies to improve efficiency.
    • Identify opportunities to improve proactive enablement and proactive services and develop strategies and new services to prevent customer escalations.
    • Create SOP documentation on engaged projects and look to role this out further for governance on projects.
    • GAP analysis with alliances to help build out a more robust framework to our partners for processes and active projects/project management.

Required Education and Experience

  • Bachelor’s degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience.
  • Minimum 2 years of experience project management, stakeholder management or account management.
  • Minimum 5 years of experience consulting or Functional account management for software implementations for Corporate/Enterprise Performance Management (CPM/EPM) platforms.

Preferred Education and Experience

  • Partner Success experience at a CPM/EPM vendor, emphasizing implementation and delivery success.
  • Master’s degree in business, Accounting, Finance, or Information Technology.
  • A professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology).
  • Project management, program management or account management expertise.
  • Deep experience with SQL, C#, VB.net, or Visual Basic.
  • Any object‑oriented programming a plus.
  • Prior experience and expertise in Scalability and Performance of EPM/CPM products.
  • Prior experience with Azure based SaaS platforms.
  • Prior experience using Telemetry tools to monitor EPM/CPM applications.
  • Prior experience with any of the following products is a plus: OneStream, SAP EPM solutions, Oracle EPM solutions, IBM Performance Management, Other modern enterprise EPM / CPM platforms.

Knowledge, Skills, and Abilities

  • Excellent project skills related to product implementation.
  • An ability to effectively communicate concise functional guidance and recommendations.
  • Ability to develop trust and strong relationships.
  • Ability to deliver difficult feedback regarding product implementations and project status.
  • Desire to enable others and continuously grow functional knowledge.
  • Self‑directed and strong desire to succeed.
  • Strong organizational skills and attention to detail.
  • Ability to manage and complete multiple streams of work in a timely manner.
  • Presentation skills and strong interpersonal communication abilities.
  • Ability to collaborate and solve problems alone and as a team.
  • Strong knowledge of financial accounting processes.
  • Ability to create drafts of project status.
  • Ability to diagnose and troubleshoot issues.

Travel Requirement: Regular travel is not expected for this position, maybe 10%.

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.

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 authorized to work for any company in the country where this position is located without sponsorship. OneStream is an Equal Opportunity Employer.

Principal Partner Success Manager (CPM/EPM Software) employer: Onestream

OneStream is an exceptional employer that prioritises transparency, customer success, and employee development. With a strong culture of camaraderie and a commitment to providing multiple training opportunities, employees can thrive in a dynamic remote work environment while contributing to innovative finance solutions. Joining OneStream means being part of a forward-thinking team that values your growth and fosters meaningful relationships with partners.
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Contact Detail:

Onestream Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Principal Partner Success Manager (CPM/EPM Software)

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend virtual events, and engage with potential employers on social media. Building relationships can open doors that a CV just can't.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their products and services, especially in CPM/EPM software, so you can speak their language and show how you can add value.

✨Tip Number 3

Practice your pitch! Be ready to explain your experience and how it aligns with the role of Principal Partner Success Manager. Highlight your relationship management skills and any relevant project successes.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Principal Partner Success Manager (CPM/EPM Software)

Partner Relationship Management
Project Management
Stakeholder Management
Account Management
Implementation Support
Functional Enablement
Communication Skills
Process Improvement
SQL
C#
VB.net
Visual Basic
Telemetry Tools
Financial Accounting Knowledge
Organisational Skills

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Principal Partner Success Manager role. Highlight your experience with CPM/EPM software and how it aligns with our mission at OneStream. We want to see how you can drive partner success!

Showcase Your Relationship Skills: In your application, emphasise your ability to build strong relationships. We’re looking for someone who can connect with partners and internal teams alike, so share examples of how you've successfully managed partnerships in the past.

Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you a great fit for the role. Remember, clarity is key!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Onestream

✨Know Your Partners

Before the interview, research OneStream's partner ecosystem. Understand their key partners and how they operate. This will help you demonstrate your knowledge of the role and show that you're ready to build strong relationships with these partners.

✨Showcase Your Project Management Skills

Be prepared to discuss your experience in project management, especially in relation to CPM/EPM software implementations. Use specific examples to illustrate how you've successfully managed projects, addressed challenges, and ensured partner success.

✨Communicate Clearly

Effective communication is crucial for this role. Practice articulating your thoughts clearly and concisely. Be ready to explain complex concepts in simple terms, as you'll need to guide partners through technical and functional aspects of implementations.

✨Demonstrate a Growth Mindset

Highlight your desire to enable others and continuously grow your functional knowledge. Share examples of how you've helped teams or partners improve their processes and achieve better outcomes, showcasing your commitment to partner success.

Principal Partner Success Manager (CPM/EPM Software)
Onestream

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