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OneStream Software · 3 days ago

Director, Partner Success (Corporate Performance Management Software)

United States

Full-time

Remote

Lead/Staff, Director/Executive

$138K/yr - $172K/yr

5+ years exp

OneStream Software is a company that empowers finance teams with its enterprise finance platform. The Director of Partner Success will lead the Partner Success team, ensuring the effectiveness of the partner ecosystem and managing relationships with strategic partners while overseeing team performance and development.

Artificial Intelligence (AI)FinanceFinancial ServicesInformation TechnologySoftware

Growth Opportunities

No H1B

Responsibilities

Lead, coach, and develop a team of Partner Success Managers, setting clear objectives and providing regular feedback

Oversee team performance, conduct regular one-to-ones, and support professional growth and development

Allocate resources and assign partner portfolios to ensure optimal coverage and support

Foster a collaborative, high-performance culture within the Partner Success team

Act as the senior escalation point for partner issues, supporting your team in resolving complex challenges

Guide the team in building and maintaining strong relationships with partners to drive successful OneStream implementations

Oversee regular partner status calls and ensure consistent, high-quality communication with partners and internal stakeholders

Provide strategic guidance on partner health, future planning, and programme development

Monitor and support partner-led implementations, ensuring adherence to project delivery standards and partner success

Review project plans and provide recommendations to improve timelines and go-live success

Support your team in identifying opportunities to increase customer satisfaction and adoption via functional enablement

Lead the development and delivery of enablement materials, ensuring your team is equipped to support partners effectively

Identify and implement opportunities to improve partner processes, efficiency, and proactive services

Oversee the creation and rollout of SOP documentation and governance frameworks for partner projects

Collaborate with senior leadership to shape the vision and strategy for Partner Success

Conduct gap analyses with alliances to build a robust framework for partner processes and project management

Represent the Partner Success function in cross-functional initiatives and leadership forums

Qualification

Partner Success ManagementCorporate Performance ManagementProject ManagementFinancial AccountingSQLTeam LeadershipEffective CommunicationInterpersonal SkillsOrganizational Skills

Required

Bachelor's degree in accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience

Minimum 5 years of experience managing a team in a Partner Success, project management, or account management context

Minimum of 5 years of experience in a consulting or functional account management role, focused on software implementations for Corporate and Enterprise Performance Management (CPM/EPM) platforms

Preferred

Master's degree in business, Accounting, Finance, or Information Technology

Professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other relevant certifications

Project management, programme management, or account management expertise

Experience with SQL, C#, VB.net, or Visual Basic; object-oriented programming a plus

Experience managing a globally dispersed team

Prior experience in scalability and performance of Corporate/Enterprise Performance Management CPM/EPM software products such as SAP Outlooksoft BPC, SAP BFC/ BOFC (Cartesis), HFM (Hyperion Financial Management), FDM (Financial Data Quality Management), UpStream, Hyperion Planning, Hyperion Essbase, IBM Cognos, or other CPM/ EPM solutions