OneStream Software · 13 hours ago
Business Development Representative
OneStream Software is a company that empowers Finance teams to drive business strategy through its enterprise finance platform. The Business Development Representative role focuses on generating opportunities and leads for new business while collaborating closely with Field Sales Managers.
Artificial Intelligence (AI)FinanceFinancial ServicesInformation TechnologySoftware
Responsibilities
Achieves assigned appointment and revenue targets
Prospects and builds an organic pipeline within designated target accounts
Nurtures relationships with targeted prospects through multiple communication channels, including social media and email
Leads prospect follow-up efforts, schedules calls and meetings, and manages multiple business development engagements simultaneously
Researches prospective accounts to identify targets for outbound activities
Provides support for local marketing events and initiatives
Participates in the strategic development and execution of territory and account plans
Qualification
Required
A bachelor's degree in a business-related discipline is preferred
1-3 years of successful professional business experience is required
Prior sales experience is beneficial but not required
A financial or accounting background is considered a plus
Demonstrates excellent verbal and interpersonal communication skills
Possesses an outgoing and engaging personality
Maintains credibility and professionalism in all interactions
Is highly results-driven and goal-oriented
Shows strong attention to detail
Effectively manages multiple tasks and priorities simultaneously
Is comfortable interacting with C-level executives
Remains flexible and adaptable in a dynamic environment
Travel may be required up to 25% or more to meet sales objectives and attend company events
Preferred
Experience with financial software is strongly desired but not required
Benefits
Transparency around corporate structure, salary, and benefits
Variety of project work (not industry-specific)
Strong culture and camaraderie
Multiple training opportunities
Company
OneStream Software
OneStream Software is an independent software company that develops a financial planning and analysis software.
Funding
Current Stage
Public CompanyTotal Funding
$665MKey Investors
D1 Capital Partners
2026-01-06Private Equity
2026-01-06Acquired
2024-11-14Post Ipo Secondary· $465M
Recent News
Sourcery
2026-01-15
2026-01-11
2026-01-09
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