CUSTOMER SUCCESS MANAGER (Commercial Accounts - South Region)
Location: Remote, USA
Employment Type: Full-Time
Compensation: $90,500 – $113,250 (Range applies to US candidates only) + Benefits/Variable Comp - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K
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 enables organizations to streamline processes, make data‑driven decisions, and achieve operational excellence.
As a Customer Success Manager (CSM), you will play a critical role in ensuring customers achieve measurable outcomes and become long‑term, referenceable partners. You will manage a portfolio of customers across their full lifecycle—from onboarding and adoption through retention and growth—helping them realize maximum value from their OneStream investment.
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 is essential.
This position is a Commercial Customer Success Manager role built around a primarily digital engagement model.
You will support a higher‑volume portfolio using scaled, technology‑enabled customer success motions, rather than a traditional, high‑touch, in‑person enterprise model. Customer relationships remain collaborative and outcomes‑focused, but engagement is predominantly delivered through:
Occasional in‑person engagement may occur, but this role is not designed around frequent on‑site or field‑based account management.
Experience That Aligns Well With This Role
Successful candidates typically bring experience such as:
Backgrounds focused exclusively on high‑touch, white‑glove, on‑site enterprise CSM models may find this role less aligned with their prior experience, given its emphasis on scale and digital engagement.
Regional Focus: South Region (U.S.)
This role supports customers and sales partners across OneStream’s South Region, which includes:
Alabama (AL), Arkansas (AR), Florida (FL), Georgia (GA), Louisiana (LA), Mississippi (MS), North Carolina (NC), Oklahoma (OK), South Carolina (SC), Tennessee (TN), and Texas (TX)
Candidates are expected to be based within this region, as regional proximity helps to:
Primary Duties and Responsibilities
Managing your portfolio of customers:
Customer Advocacy
Required Education and Experience
Preferred Education and Experience
Knowledge, Skills, and Abilities
Travel
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 www.onestream.com.
Why Join The OneStream Team
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:
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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