OneStream Software · 1 day ago
Senior Account Director - Enterprise (Bay Area)
United States
Full-time
Remote
Senior Level, Lead/Staff
$125K/yr - $170K/yr
10+ years expOneStream Software 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. The Senior Account Director is responsible for driving new business growth within a defined territory, focusing on identifying, developing, and closing new customer opportunities with a strategic emphasis on expanding OneStream’s footprint into untapped markets and organizations.
Artificial Intelligence (AI)FinanceFinancial ServicesInformation TechnologySoftware
No H1B
Responsibilities
New Business Development: Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals
Account Expansion: Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions
Pipeline Generation: Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances
Salesforce Hygiene: Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment
Sales Execution: Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition
Quota Achievement: Balance new business and existing account growth to meet or exceed sales targets
Customer Partnership: Serve as a consultative partner, delivering insights and value that support long-term customer success and retention
Value Communication: Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations
Opportunity Management: Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders
Needs Assessment: Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges
Proposal Development: Create high-impact proposals and responses to client requests, supporting revenue growth, and strategic alignment
Cross Functional Leadership: Contribute to key internal initiatives (e.g. sales enablement, process improvement and may deputise for the Sales Director as needed
Mentorship & Sales Excellence: Lead by example through professional and collaborative selling, mentor team members on sales best practices, and support employee engagement initiatives
Qualification
Required
10+ years of B2B sales experience, with a strong focus on new business; high-potential candidates with less experience will also be considered
Proven track record of consistently exceeding quotas through net-new customer acquisition
Demonstrated success in prospecting, pipeline generation, and closing complex deals
Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels
Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles
Strong command of sales methodologies such as MEDDPICC or Challenger to manage complex sales cycles
Strategic thinker with business acumen to align solutions with customer pain points and goals
Comfortable operating independently in fast-paced, high-growth environments
Experienced in collaborating with Marketing, Product, Business Development, and Pre-Sales to accelerate deal velocity
Preferred
University Degree or College Diploma in Sales, Business Administration, Marketing or a related field
Prior sales experience in the SaaS industry, especially within the CPM / EPM industry or financial software space
Benefits
Vision
Medical
Life
Dental
401K
Excellent Medical Plan
Dental & Vision Insurance
Life Insurance
Short & Long-Term Disability
Vacation Time
Paid Holidays
Professional Development
Retirement Plan
Company
OneStream Software
OneStream Software is an independent software company that develops a financial planning and analysis software.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$665MKey Investors
D1 Capital Partners
2026-01-06Private Equity
2026-01-06Acquired
2024-11-14Post Ipo Secondary· $465M
Leadership Team
Tom Shea
Chief Executive Officer
Craig Colby
President - Co-founder
Recent News
2026-01-08
2026-01-06
Company data provided by crunchbase