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CUSTOMER SUCCESS MANAGER Location: Remote, UK Employment Type: Full-Time Gross annual base salary: GBP- 55,000 – 71,500 (Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria) 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. This is a hybrid position. The successful candidate should be located within approximately one hour’s commuting distance of either our London office (postcode EC2V 5BT, nearest Tube station: Bank) or our Manchester office (postcode M2 3NN close to Manchester Central) to enable effective in-person collaboration with customers and customer-facing colleagues when required. 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 • Professional Experience: Minimum of 5 years overall., • Customer Success Expertise: At least 3 years in a Customer Success role within a SaaS technology company, supporting solutions primarily used by Finance or IT departments and engaging with senior decision-makers such as CFOs, CIOs, or CISOs., • Customer Outcome Management: Demonstrated ability to keep customers focused on achieving their desired business outcomes throughout their initiatives., • Relationship Management: Proven experience in building and managing strong customer relationships., • Finance Process Knowledge: Conceptual understanding of key finance processes Preferred Education and Experience • Education: Degree in Business, Accounting, Finance, Information Technology, or a related field., • Relationship Management: Proven experience in building and managing strong customer relationships., • Consulting Background: Experience in management consulting or technology consulting., • Corporate Performance Management (CPM): Hands-on experience as a Customer Success Manager or in a customer facing position., • CPM Software Expertise: Prior experience with one or more of the following: OneStream, Oracle EPM Suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis),IBM Cognos, Anaplan 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. Travel Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer). 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 • Transparency around corporate structure, salary, and benefits, • Core value of customer success, • Variety of project work (not industry-specific), • Strong culture and camaraderie, • 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. #LI-KT1 #LI-Remote

Regional Sales Manager Location: Southampton to Chichester (& Surrounding Areas) Salary: Competitive, DOE + Benefits Hours: Monday to Friday Are you an experienced sales professional who enjoys being out in the field, building relationships and driving business growth? We are looking for a motivated and commercially driven Regional Sales Manager to join a growing business within the construction sector. This is a hands-on, field-based role where you will spend your time engaging with customers face-to-face, building awareness of the brand and encouraging customers to visit local trade stores. Unlike a traditional account management position, you won't be tied to a fixed portfolio of customers. Instead, you'll play a key role in supporting trade stores across your region, identifying opportunities and helping to drive footfall, sales and overall regional performance. • Visiting customer sites across your region and building strong relationships through regular face-to-face engagement., • Promoting the brand, products, catalogues and current promotions., • Encouraging customers to visit local trade stores and helping to increase footfall and sales., • Supporting smaller and developing customer accounts, ensuring no opportunity is overlooked., • Working towards and contributing to regional sales and turnover targets., • Helping local trade stores achieve their monthly sales targets., • Identifying new business opportunities and passing potential customers to the Business Development team for qualification and follow-up., • Visiting new and prospective customers as directed to maximise opportunities within your region., • Working closely with internal teams to ensure customer enquiries and quotations are handled efficiently and followed up., • Supporting trade events, promotional activities and customer engagement initiatives within stores., • Balancing independent field-based work with collaboration across the wider commercial and store teams. We're looking for someone who is proactive, personable and enjoys getting out and meeting customers. You'll be confident building relationships with a wide range of businesses and will understand the importance of smaller customers and the role they can play in long-term sales growth. • A UK Drivers License., • Proven experience in a field sales, regional sales or business development role., • A strong track record of achieving and exceeding sales targets., • Excellent communication and relationship-building skills., • A proactive and self-motivated approach to winning and developing business., • Strong organisational and time management skills., • The ability to work independently while also collaborating effectively with internal teams., • A target-driven and commercially focused mindset., • A strong knowledge and understanding of the construction industry. This is an exciting opportunity for an ambitious sales professional to make a real impact within their region. You'll have the freedom to build relationships, uncover new opportunities and play a key role in driving customer engagement and sales growth. If you're passionate about sales, enjoy being out in the field and want a role where you can genuinely make a difference, we'd love to hear from you. #J-18808-Ljbffr

Dynamite Recruitment is seeking a proactive Regional Sales Manager to cover Southampton to Chichester and surrounding areas. This field-based role focuses on visiting customer sites, promoting our products, and driving regional turnover. You will build lasting relationships with trade stores, identify new opportunities, and work with internal teams to convert inquiries into orders. A UK driving licence and a proven track record in field sales are essential. #J-18808-Ljbffr

Workshop Recruitment is seeking a Regional Sales Manager for the Construction Sector in the South East of England. Ideal candidates have field/territory sales experience in construction products, a full UK driving license, and strong interpersonal skills to drive revenue growth and regional targets.

Up to £8,000 Bonus and £2,500-£5,000 Profit Share Benefits: Fully expensed Hybrid Car & Full Benefits The role of the Specification Sales Manager – Painting & Decorating will involve: ·Field sales position, selling a range of epoxy resins and fillers for wood repair ·60% of your time winning