Onestream Software - Aledo, TX
posted 5 months ago
The Customer Success Manager (CSM) plays a pivotal role in ensuring that every customer becomes a reference for OneStream, aligning with the company's mission statement of making every customer a success. The CSM is responsible for managing the day-to-day customer success activities, which include overseeing the onboarding process, maintaining proactive engagement, and driving customer retention. This position requires a deep understanding of the customers' desired business outcomes and the ability to maximize the value they receive from their investment in OneStream's platform. The CSM will serve as the primary advocate for customers, ensuring their needs are met and their expectations are managed effectively. In this role, the CSM will manage a portfolio of customers primarily located in Texas, with a preference for candidates based in Houston, Dallas, Austin, or San Antonio. The CSM will partner with the sales team to ensure a smooth transition for new customers and will take ownership of driving customer adoption, satisfaction, and renewal. This includes understanding the customers' contractual agreements, managing the onboarding process, and establishing strong relationships with both the customers and their delivery teams. The CSM will also conduct regular business review meetings to assess progress and identify any risks that may threaten customer satisfaction or growth. The CSM is expected to develop a comprehensive knowledge of OneStream's platform and solutions, sharing this knowledge with customers to enhance their experience. Additionally, the CSM will promote awareness of regional OneStream communities and educational events, keeping management informed of any progress or obstacles encountered within their portfolio of customers. This role is essential in fostering long-term partnerships and ensuring that customers derive maximum value from their relationship with OneStream.