OneStream Software · 1 week ago
Account Director
San Luis, AZ
Full-time
Hybrid
Mid, Senior Level
5+ years expOneStream Software is a leading provider of SaaS solutions for finance teams, seeking an experienced Account Director to manage and grow customer relationships within a designated territory. The role involves strategic planning, account management, and driving sales through upselling and cross-selling initiatives.
Artificial Intelligence (AI)FinanceFinancial ServicesInformation TechnologySoftware
No H1B
Responsibilities
Opportunity Identification: Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges and OneStream’s value proposition
Upselling and Cross-Selling: Introduce additional products or services that meet the evolving needs of our customers, driving upsell and cross-sell opportunities
Internal Reporting: CRM knowledge transfer, sales pipeline management, and proposal preparation
Self Sourced Pipeline: Grow pipeline via direct efforts / prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances
Be Business Partner to your Customers: Provide proactive and consultative guidance that will add value to their business objectives, ensuring high retention and net revenue growth for OneStream. This is executed by developing a thorough understanding of your customers' position in the market, their product/service, points of difference and competitive landscape
Position OneStream: Articulately and effectively convey the OneStream value proposition via written, virtual and in-person presentations, by leveraging custom business cases, marketing assets and customer success stories
Enabling your Customer Champions: Prepare joint business cases that align prospects and customers’ business objectives with OneStream’s solutions and value proposition and leverage them in sales cycles to establish and build alignment to support revenue generation. Achieve sales targets
Develop and execute business plans to achieve sales targets
Accurately track and forecast sales opportunities
Grow pipeline via direct efforts / prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances
Ensure timely and accurate knowledge transfer across internal teams, such as Business Development, Pre-Sales, Alliances, and Customer Success, as well as to external collaborators such as Customers, Prospects, and Alliance Partners
Assess prospects and customers’ needs for OneStream offerings via research, discovery sessions and solution demonstrations
Prepare joint business cases that align prospects and customers’ business objectives with OneStream’s solutions and value proposition and leverage them in sales cycles to establish and build alignment to support revenue generation
Prepare proposals and SaaS agreements to prospects and customers to drive sales
Identify opportunities for OneStream use case expansion within customer accounts to drive additional revenue
Develop comprehensive proposals in response to client and prospect requests
Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams
Qualification
Required
Minimum 5-10 years' experience as a sales manager, sales representative or a related occupation specifically in B2B selling across the Enterprise accounts
Proven track record in hitting quota and retention targets
Organized, detail-oriented with the ability to prioritize and respond quickly
Negotiation skills as it relates to renewals, upsell, cross-selling and additional solution add-ons
Experience working in a consultative capacity with C-level customers on complex SaaS solutions
Extensive customer service experience in assessing and evaluating customer needs and satisfaction and meeting specified standards with respect to products and services
Exceptional oral and written comprehension, communication and presentation skills
Experience demonstrating, promoting, and selling products/services
Knowledge and experience with marketing/sales strategy and tactics
Knowledge of administration, business, and management principles
Experience with MS Office and SFDC, and other analytical or project management tools
Extensive experience working in a team environment
Track record of exceeding revenue goals
Preferred
University Degree or College Diploma in Sales, Business Administration, Marketing or a related field
Prior sales experience in the software industry, especially within the CPM/EPM industry
Experience with Salesforce is preferred
Working knowledge of Accounting, Finance and Corporate Performance Management
Benefits
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.
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
Sourcery
2026-01-15
2026-01-11
2026-01-09
Company data provided by crunchbase