Account Director - Commercial (Wisconsin)

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
125K-155K Annually
Senior level
Software • Financial Services
The Role
The Account Director drives new business growth by identifying and closing opportunities, owning the pipeline, and engaging C-level stakeholders. Collaborates across teams to maximize market reach and achieve sales targets while maintaining strong customer relationships.
Summary Generated by Built In

Account Director - Commercial (Wisconsin)


Location:                                    Remote, USA - Wisconsin

Employment Type:                  Full-Time

Compensation Range:           $125,000.00 - $155,000.00 (range applies to US candidates only)+ Benefits/Variable Comp - Range may vary based on experience. 

Benefits Offered:                     Vision, Medical, Life, Dental, 401K

 

Summary

An Account Director is responsible for driving new business growth within a defined territory. The role is focused on identifying, developing, and closing net-new customer opportunities, with a strategic emphasis on expanding OneStream’s footprint into untapped markets and organizations.

The Account Director takes full ownership of pipeline generation and progression, leveraging a consultative, value-based sales approach to demonstrate how OneStream’s SaaS platform addresses complex business needs. The individual is responsible for engaging C-level stakeholders, navigating enterprise sales cycles, and building strong, trust-based relationships with prospective clients.

Success in this role requires a self-starter with exceptional prospecting capabilities, a deep understanding of the financial and operational challenges facing modern enterprises, and a passion for winning new business.

The Account Director collaborates cross-functionally with Marketing, Pre-Sales, Business Development, and Strategic Alliances to maximize market reach and accelerate deal velocity. While some collaboration with existing accounts may occur, the primary focus of this role is new logo acquisition and revenue growth.

The ideal candidate location is based in Wisconsin or Northern Chicago. Please note, travel may be required up to 50% or more to meet sales objectives and company events.


Primary Duties and Responsibilities

  • New Business Development: Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
  • Account Expansion: Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions.
  • Pipeline Generation: Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.
  • Salesforce Hygiene: Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment.
  • Sales Execution: Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition.
  • Quota Achievement: Balance new business and existing account growth to meet or exceed sales targets.
  • Customer Partnership: Serve as a consultative partner, delivering insights and value that support long-term customer success and retention.
  • Value Communication: Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations.
  • Opportunity Management: Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders.
  • Needs Assessment: Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges.
  • Proposal Development: Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment.
  • Sales Excellence: Act as a role model across the sales organization by demonstrating professionalism, accountability and collaborative selling behavior.

Required Education and Experience

  • 5-10+ years of B2B sales experience, with a strong focus on new business; high-potential candidates with less experience will also be considered.
  • Proven track record of consistently exceeding quotas through net-new customer acquisition.
  • Demonstrated success in prospecting, pipeline generation, and closing complex deals.
  • Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels.
  • Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles.
  • Strong command of sales methodologies such as MEDDPICC or Challenger to manage complex sales cycles.
  • Strategic thinker with business acumen to align solutions with customer pain points and goals.
  • Comfortable operating independently in fast-paced, high-growth environments while collaborating with third party implementation partners.
  • Experienced in collaborating with Marketing, Product, Business Development, Pre-Sales, and partners to accelerate deal velocity.

Preferred Education and Experience

  • University Degree or College Diploma in Sales, Business Administration, Marketing or a related field.
  • Prior sales experience in the SaaS industry, especially within the CPM / EPM industry or financial software space.

Knowledge, Skills, and Abilities

  • Demonstrates a strategic mindset with a focus on long-term value creation.
  • Consistently driven by goals and measurable outcomes.
  • Maintains a strong customer-centric approach across all initiatives.
  • Possesses strong commercial acumen and sound business acumen to drive sustainable growth.
  • Proven ability to build and maintain trusted relationships with C-level executives and key stakeholders.
  • Adept at identifying, understanding, and proactively responding to evolving customer needs.
  • Highly flexible and adaptable, with the ability to navigate complex and changing environments.

Travel

  • Travel may be required up to 50% or more to meet sales objectives and company events.

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

Why Join The OneStream Team

  • 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

Benefits at OneStream

OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:

  • Excellent Medical Plan
  • Dental & Vision Insurance
  • Life Insurance
  • Short & Long-Term Disability
  • Vacation Time
  • Paid Holidays
  • Professional Development
  • Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
OneStream is an Equal Opportunity Employer.


#LI-PW1

#LI-REMOTE 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 5-10+ years of B2B sales experience
  • Proven track record of exceeding quotas
  • Success in prospecting and closing complex deals
  • Strong command of sales methodologies
  • Strategic thinker with business acumen

OneStream Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OneStream Software and has not been reviewed or approved by OneStream Software.

  • Strong & Reliable Incentives Incentive structures in sales and customer-facing roles are robust, with OTEs commonly positioned at or above market and commission plans praised as strong. Variable components and incentive awards are prominent, enabling higher earnings when attainment and territory align.
  • Healthcare Strength Core coverage includes comprehensive medical, dental, and vision insurance, supplemented by an EAP and wellness perks. Employer-facing materials and third‑party summaries consistently position health coverage as a solid element of the package.
  • Leave & Time Off Breadth Time-off programs span vacation, separate sick time, volunteer time, and paid holidays, with a one‑month paid sabbatical after five years. This breadth extends beyond standard PTO alone.

OneStream Software Insights

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The Company
HQ: Rochester, MI
0 Employees

What We Do

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream™ unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization. OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global, and IGSB. Our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception. To learn more visit www.onestreamsoftware.com.

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