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OneStream Software · 1 day ago

Business Advisory Director

United States

Full-time

Remote

Director/Executive

$230K/yr - $250K/yr

15+ years exp

OneStream Software is a company that empowers finance teams to drive business strategy and execution. The Business Advisory Director will shape product positioning within the banking vertical, collaborating with sales, marketing, and product teams to enhance revenue and customer engagement.

Information TechnologySoftware

Growth Opportunities

No H1B

Responsibilities

Represent the Business Transformation & Growth (BTG) team, utilize the BTG value framework. Work with the overall BTG team

Develops strategic market/product line business plans and programs to support sales in designated market segment

Identifies volume and strategic customers

Analyze market data to identify opportunities

Develops strategic direction based on market information and conducts high-level presentations and demonstrations to showcase the benefits and ROI of our financial software solutions at industry and OneStream events

Attending sales meetings with sales team to understand customer requirements and translate those to the product team

Drive industry specific solution requirements and translating market needs to product requirements

Advise customers on finance transformation initiatives and how OneStream fits within their overall strategy

Play a key role in influencing revenue by leveraging industry domain knowledge

Build relationships with CFOs and other senior financial executives at key accounts within assigned vertical to influence future sales and business opportunities

Develop and execute strategies to enhance the adoption and utilization of our software among banking institutions

Understand challenges faced by leaders in industry and influence decisions client retention

Provide strategic insights and recommendations to the executive team to improve product offerings and implementation processes

Collaborate with partners, Global System Integrators, Customer Success to support company goals

Qualification

Banking operations expertiseFinance transformation experienceC-Suite communicationCPM / GL / FP&A softwareFinancial regulations knowledgeTech-savvyCommunication skillsInterpersonal skillsOrganizational skillsTeam playerStrategic thinking