Director, Solution Consulting
OneStreamAbout the role
Director, Solution Consulting - Customer Value
Location: Remote - Canada
Employment Type: Full-Time
Benefits Offered: Vision, Medical, Life, Dental, 401K
The role of Director, Solution Consulting - Customer Value is a business partner who will partner with the customer success organization to execute process improvement studies for at risk customers. The Director of Solution Consulting, Customer Value will be able to engage directly with customers, producing Realization Studies for customers to help them improve their performance. The role blends your functional and business acumen.
The Director, Solution Consulting - Customer Value is also responsible for developing a scalable methodology to assist with Value creation and ultimate realization amongst OneStream Customers broadly. In this role, you will work closely with the Value Transformation, Customer Success and the Customer facing Solution Consultants.
PRIMARY DUTIES & RESPONSIBILITIES
Program Creation & Expansion
- Design and implement a global, customer-centric program to enhance and expand existing OneStream customer accounts
- Develop and implement a methodology using human-centered design and design thinking principles to identify and achieve strategic use cases with OneStream
- Rapidly scale the program by building and guiding a team of solution architects
Customer Engagement
- Partner with senior executives, including CFOs, to become a trusted advisor, translating strategic objectives into high-impact software use cases
- Conduct workshops to design business outcomes and create strategic roadmaps, positioning OneStream as a key transformation driver
Collaboration & Handover
- Work with the Value Engineering team to transition outcomes and roadmaps from customer workshops into value calculations
- Lead end-to-end customer value journeys, collaborating with Sales Leadership and Customer Service Managers to convert identified use cases into sales leads
Program Development
- Foster a community of customers, partners, and consultants to articulate and market use case value
- Develop strategic design talent through field engagement, continuous feedback, and hands-on training
- Partner with a global team of solution architects to drive adoption of OneStream:
- Retaining existing, at-risk customers through listening, empathy and action
- Expand and develop advocate customers through “the art of the possible”
Value Partnership
- Partner with the Value Realization Director to ensure realization baselines and metrics are collected from customers engagements
- Engage Value team members to assist in the execution of Value Realization Studies
- Represent the broader Value Team with other members of the OneStream organization
REQUIRED EDUCATION & EXPERIENCE
- BS Degree or equivalent; advanced degree desirable in Business, Computer Science or Technology related degree
- Technical experience with OneStream or similar CPM tools
- 5-10+ years of relevant presales/consulting experience with (some) people management experience
- Extraordinary presentation and public speaking skills
- Must have the ability to lead technical discussions and identify the right solution for our customer’s needs
- Versed and experienced with business analysis and financial modeling
- Three to five+ years of CPM industry experience
- Background in Finance/Accounting
- Impeccable attention to detail
- Strong listening skills
- Willing to travel as needed
KNOWLEDGE, SKILLS & ABILITIES
- Excellent communication skills
- Strong presentation skills
- Credible
- Professional
- Results-driven; Competitive
- Detail-oriented
- Able to multi-task
- Comfortable interacting with c-level executives
- Flexible and adaptable
- Works well in team environment
WHO WE ARE
OneStream® is an independent software company backed by private equity investors. OneStream provides an intelligent finance platform built to enable confident decision-making and maximize business impact.
OneStream unleashes organizational value by unifying data management, financial close and consolidation, planning, reporting, analytics, and machine learning. We empower Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions every sing
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