Senior Customer Success Manager -Texas (Financial Management Software)

SENIOR CUSTOMER SUCCESS MANAGER

Location: South Texas  (San Antonio or Austin or Houston) 
Employment Type: Full-Time
Compensation: $104,000 -$130,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - 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 empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.

As a Senior 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 Senior CSM will act as the primary advocate for our 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 Senior 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 will 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 a Customer Success role is essential.

Successful candidates will bring hands-on experience with Financial Management Software—such as Corporate Performance Management (CPM/EPM), Enterprise Resource Planning (ERP), Accounting, Spend Management, Treasury, or Tax and Regulatory Reporting—and demonstrate a strong ability to collaborate effectively with Finance teams. A solid understanding of the priorities of the Office of Finance, along with the ability to support their strategic goals, is essential to success in this role.

We are seeking candidates who are based in South Texas, ideally within  San Antonio, Austin, or Houston. Proximity to our enterprise customers in this region helps reduce travel requirements and enables stronger client relationships through local market insight and regional familiarity.

Primary Duties and Responsibilities

Managing your portfolio of customers
• Partner with sales and your CSM’s to complete a comprehensive sales transition process
• Operate as a seasoned 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 relationship with your customer and their delivery team
• Establish and execute cadence-based “Business Review” meetings with your customer
• Support your Region CS Director in conducting monthly Region Health Check meetings with the regional sales team
• Work with your Regional CS Director to proactively manage the regions portfolio of renewals, expansions, and conversions to SaaS
• 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
• Support Sales in the Customer Account Planning sessions

Customer Advocacy
• Understand what your customer’s values in their partnership with OneStream now and in the future
• Actively listen to customers and help them understand how they can get the most value from their investment in OneStream
• Be a point of escalation for your CSM’s customer requests, issues, and escalations
• Champion your customer’s requests by collaborating with the Customer, their d