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Partner Success Manager (CPM/EPM Software) EMEA
Contract type
Ongoing
Work mode
Remote · United Kingdom
Experience
Senior · 5+ years
Job description
The Partner Success Manager (PSM) drives the success of OneStream's partner ecosystem by developing, supporting and growing a portfolio of strategic implementation partners. The role blends relationship management, enablement strategy and operational excellence to help partners build scalable, high-performing and self-sufficient practices.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Remote · United Kingdom
- Pay
- GBP 73,000 – 95,000 / year
What you'll do
- Act as the primary point of contact for implementation partners, ensuring the partner has the necessary resources and both technical and functional support.
- Own regular partner status calls to discuss partner project delivery status and delivery concerns.
- Build and maintain strong relationships with partners to drive success of OneStream implementations and partner success.
- Provide guidance on overall partner health and future planning with the partner.
- Serve as a co-liaison with Partner Alliances between partners and internal teams (Support, Remote Consulting, Partner Enablement, Engineering, Customer Success).
- Alert Partner Alliances and other internal leadership to concerns related to the delivery of project timelines, mitigating risk.
- Provide input to Partner Delivery Managers on the leveling of partners based on experience working with specific implementation partners and their perceived skillsets.
- Maintain clear and concise communication with partners and internal stakeholders.
- Drive partners to develop and maintain a COE function within their practices.
- Monitor and support partner led implementations to ensure adherence to project delivery and partner success.
- Review project plans and provide recommendations to project timelines and go-live success.
- Seek opportunities to increase customer satisfaction and adoption via functional enablement to partners.
- Review partner cases and their nature to ensure they are utilizing their internal COE correctly.
- Review and identify key deliverables for partner success.
- Develop and deliver partner Seismic pages with functional information, new features and solution content.
- Actively engage partners with COE with online (i.e. Navigator) courses, content and enablement materials.
- Identify opportunities to improve partner processes and develop strategies to improve efficiency.
- Identify opportunities to improve proactive enablement and proactive services and develop strategies and new services to prevent customer escalations.
- Create SOP documentation on engaged projects and look to roll this out further for governance on projects.
- GAP analysis with alliances to help build a more robust framework for partners for processes and active projects/project management.
What we're looking for
- Bachelor's degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience.
- Minimum 2 years of experience with project management, stakeholder management, or account management.
- Minimum 5 years of experience consulting or Functional account management for software implementations for CPM/EPM platforms.
- Excellent project skills related to product implementation.
- Excellent customer service skills.
- Ability to effectively communicate concise functional guidance and recommendations.
- Ability to develop trust and strong relationships.
- Ability to deliver difficult feedback regarding product implementations and project status.
- Desire to enable others and continuously grow functional knowledge.
- Self-directed and strong desire to succeed.
- Strong organizational skills and attention to detail.
- Ability to manage and complete multiple streams of work in a timely manner.
- Presentation skills and strong interpersonal communication abilities.
- Ability to collaborate and solve problems alone and as a team.
- Strong knowledge of financial accounting processes.
- Ability to create drafts of project status.
- Ability to diagnose and troubleshoot issues.
- All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
Nice to have
- Master's degree in business, Accounting, Finance, or Information Technology.
- A professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology).
- Project management, program management or account management expertise.
- Prior experience in Partner Success or Customer Success.
- Deep experience with SQL, C#, VB.net, or Visual Basic. Any object-oriented programming a plus.
- Prior experience and expertise in Scalability and Performance of EPM/CPM products.
- Prior experience with Azure based SaaS platforms.
- Prior experience using Telemetry tools to monitor EPM/CPM applications.
- Prior experience with SAP Outlooksoft BPC or SAP BOFC (Cartesis).
- Prior experience with Hyperion Planning, Hyperion Essbase, Hyperion Financial Management (HFM).
- Prior experience with FDM (Financial Data Quality Management) or UpStream.
- Prior experience with IBM Cognos.
- Prior experience with other EPM solutions.
- Prior experience with other GSI/RSI partner implemented SaaS solutions i.e. BlackLine, Trintech, Workiva etc.
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
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About OneStream
The operating system for modern Finance
OneStream builds the operating system for modern Finance, helping organizations move with greater speed, clarity, and confidence. Its global teams span continents, cultures, and time zones.
Mission
Empower every Finance organization and professional to exceed their potential.
Key facts
- Global teams span continents, cultures, and time zones
- Core value of customer success
- Transparency around corporate structure, salary, and benefits
What they value
- Customer success
- Bold enough to think big
- Authentic in how they lead and collaborate
- Curious about what's possible
- Committed to delivering results