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- Tasks: Manage customer relationships and ensure their success with our financial management software.
- Company: Join OneStream, a leader in cloud-based Corporate Performance Management solutions.
- Benefits: Enjoy remote work flexibility and opportunities for professional growth.
- Why this job: Be part of a mission-driven team that empowers businesses to achieve operational excellence.
- Qualifications: 5+ years of experience in Customer Success or Account Management required.
- Other info: Ideal for those passionate about finance and technology.
The predicted salary is between 36000 - 60000 £ per year.
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Customer Success Manager UK (Financial Management Software)
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Client:
Red Bud Regional Hospital
Location:
United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
80d6ed0f5f07
Job Views:
4
Posted:
18.07.2025
Expiry Date:
01.09.2025
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Job Description:
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:
o OneStream
o Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
o SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
o IBM Cognos
o Anaplan
o 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.
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Customer Success Manager UK (Financial Management Software) employer: Red Bud Regional Hospital
Contact Detail:
Red Bud Regional Hospital 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 platform and its features. Understanding the specific functionalities of their Corporate Performance Management (CPM) software will allow you to speak confidently about how you can help customers maximise their investment.
✨Tip Number 2
Network with current or former Customer Success Managers in the financial management software space. They can provide insights into the role and share tips on how to effectively manage customer relationships and expectations.
✨Tip Number 3
Prepare to discuss your experience with financial processes like budgeting and forecasting. Being able to relate your past experiences to the needs of the Office of Finance will demonstrate your understanding of their priorities.
✨Tip Number 4
Showcase your problem-solving skills during any discussions. Be ready to provide examples of how you've successfully navigated complex customer situations in the past, as this is crucial for a Customer Success Manager role.
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 your skills align with the role. Mention specific examples of how you've helped customers achieve their goals and how you can bring that expertise to OneStream.
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. Describe situations where you've successfully addressed customer challenges and how you contributed to their satisfaction and success.
How to prepare for a job interview at Red Bud Regional Hospital
✨Understand the Company and Its Products
Before your interview, make sure to research OneStream and its Corporate Performance Management platform. Familiarise yourself with their products and how they help businesses optimise financial processes. This knowledge will demonstrate your genuine interest in the role and the company.
✨Showcase Your Customer Success Experience
Be prepared to discuss your previous experience in Customer Success or Account Management. Highlight specific examples where you successfully managed customer relationships, drove adoption, and achieved positive outcomes. Use metrics to quantify your success whenever possible.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle complex customer situations. Think of examples from your past experiences where you had to navigate challenges and how you resolved them while keeping the customer's needs in mind.
✨Demonstrate Strong Communication Skills
As a Customer Success Manager, communication is key. Practice articulating your thoughts clearly and concisely. Be ready to showcase your interpersonal skills by discussing how you build relationships with customers and collaborate with internal teams to meet customer needs.
