Senior Engagement Manager
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Job Description
Senior Engagement Manager guiding strategic OneStream enterprise finance implementations. Managing client relationships, project economics, delivery, and expansion opportunities.
Responsibilities:
- Act as a trusted advisor and strategic resource within the OneStream client base
- Present solution options and plans to deliver OneStream solutions efficiently and effectively
- Manage strategic implementation projects based on client size, industry, billable revenue, complexity, and global presence
- Partner with Sales, Services, and Support teams to manage expectations and ensure client referenceability and retention
- Identify additional opportunities for OneStream within client organizations
- Manage engagement economics and coordinate with other OneStream service lines across multiple accounts
- Provide full-scope project management from initiation through planning, execution, control, and closure
- Develop and maintain project plans and schedules covering scope, quality, time, and budget
- Communicate progress, issues, and risks to clients and internal stakeholders
- Manage and document scope changes affecting project budgets and schedules
- Apply OneStream's engagement methodology and serve as focal point for partner-led projects
- Maintain relationships with third-party partners and vendors
- Build relationships with practice directors, regional sales directors, and clients to support consulting service and software license sales
- Support local sales pipeline-filling events, including CPM seminars and webinars
- Assist implementation workstreams, oversee project budgets, review deliverables for quality, and oversee improvements to project management tools
- Support onboarding and engagement initiatives, identify staffing requirements, maintain project staffing levels, participate in recruitment, and mentor new team members
- Serve as subject matter expert for Waterline, PRIME, and other methodologies
- Perform other duties as required
Requirements:
- Bachelor's degree in Accounting, Business, Finance, Information Technology, Mathematics, CIS, or equivalent area of study
- 12–15 years of related work experience, including implementing complex software solutions
- 8+ years of project management experience or equivalent level of technology project lead experience
- Demonstrated experience with Microsoft Project or related project management software tools
- Excellent critical thinking and analytical skills
- Strong planning, organization, and time management skills
- Strong presentation skills and ability to present complex topics in an easily digestible manner
- Excellent ability to coach and mentor junior team members
- Ability to discuss prior engagements with prospects and facilitate or participate in reference calls
- Excellent oral and written communication skills
- Ability to work independently and in group settings
- Ability to embrace change and quickly adapt to new situations
- Must be legally authorized to work for any company in the United States without sponsorship
- Regular travel availability of approximately 80%–100%
Benefits:
- Vision insurance
- Medical insurance
- Life insurance
- Dental insurance
- 401(k) / retirement plan
- Short- and long-term disability insurance
- Vacation time
- Paid holidays
- Professional development
- Multiple training opportunities
- Variety of project work
- Strong culture and camaraderie
- Transparency around corporate structure, salary, and benefits
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