OneStream Technical Implementation Lead

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The Technical Implementation Lead role bridges the gap between OneStream’s internal teams, like Customer Success, Partner Alliances, and its partners, overseeing and managing the technical aspects of partner implementations, ensuring their needs are met efficiently and effectively, and building long-term relationships to advance the partner journey.

The Technical Implementation Lead role is critical to supporting the technical needs of our partners implementations and will ultimately help drive implementation success.

Orchestrating the engagements centrally with project involvement will really strengthen the understanding on how and when to engage the wider CSRC teams.

Primary Duties and Responsibilities

Partner Relationship & Support

• Act as the primary technical point of contact for implementation partners, ensuring the partner has the necessary resources and technical support.
• Attend 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.
• Provide guidance on best practices for deploying, configuring, and testing OneStream software within client environments.
• 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 specific projects and partner technical knowledge gaps.
• Provide input to Partner Delivery Managers on the leveling of partners based on experience working with specific implementation partners and their perceived technical skillsets.
• Maintain clear and concise communication with partners and internal stakeholders.

Implementation Oversight & Technical Support

• Monitor and support partner led implementations to ensure adherence to best practices and client requirements.
• Conduct technical reviews by utilizing telemetry and System Diagnostics reports to proactively identify partner-led application and environment configuration concerns. Work with implementation partners and internal teams to address these concerns in a timely manner to reduce the potential for escalations and non-adherence to configuration best practices.
• Review implementation plans and provide recommendations to optimize performance, scalability, and go-live success.
• Seek opportunities to increase customer satisfaction and adoption via technical enablement to our partners. Recommend the use of specific platform features and solutions to partners based on customer requirements and performance expectations.
• Triage and resolve partner performance cases and performance alerts.
• Conduct health checks for partner-led projects.
• With a consulting background, this technical expertise would provide the skill set to leverage telemetry tools and identify issues and work with the partner on resolutions, reducing any escalations.
• Review and identify key deliverables

Enablement

• Develop and deliver partner webinars on technical information, new feature and solution enablement, and best practices.
• Create Knowledge base articles relating to implementation best practices and troubleshooting of common partner issues.

Process Improvement

• Identify opportunities to improve implementation processes and develop strategies to improve efficiency.
• Identify opportunities to improve proactive monitoring and proactive services, and develop strategies and new services to prevent customer escalations and performance issues.
• Create SOP documentation on engaged projects and look to roll this out further for governance on projects
• GAP analysis with alliances to help build out a more robust framework for our partners for processes and active projects/project management.

Internal Engagement

• Proactively facilitate raising cases with the correct guidance to the customer or partner. Orchestrating the correct engagement in a timely manner will ensure our wider CSRC teams are engaged with the appropriate resource assigned.
• Oversight in larger projects due to skill gaps between customer success, alliances, and partner enablement. This role would have the right skill set present in meetings to ensure alignment and address issues proactively.

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 with SQL, VB.Net, C#, or similar coding experience.
• Minimum 5 years of experience consulting or technical account management for software implementations for CPM/EPM platforms.
• Minimum 6-10 Years of OneStream Experience.

Preferred Education and Experience

• 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)
• Deep experience with SQL, C#, VB.net, or Visual Basic. Any object-oriented programing 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: SAP Outlooksoft BPC SAP BOFC (Cartesis) HFM (Hyperion Financial Management) FDM (Financial Data Quality Management) or UpStream Hyperion Planning Hyperion Essbase IBM Cognos Or other EPM solutions.

Knowledge, Skills, and Abilities

• Excellent technology skills related to product implementation.
• An ability to effectively communicate concise technical 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 technical 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

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. 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. To learn more visit .

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 andcamaraderie
• 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.

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