Customer Support Engineer (Financial Software Applications)
Location: Remote, United States
Employment Type: Full-Time
Benefits Offered: Vision, Medical, Life, Dental, 401K
Gross annual base salary: USD 85,000 – 105,000
Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.
Summary
We are looking for a Customer Support Engineer to join our Application Customer Support team. This individual will be responsible for working with our external customers to provide them with overall product/software support and resolve any other technical issues that may arise. The ideal candidate will be passionate about working with customers and providing exceptional customer service and have some experience of working within a finance department or working with Corporate Performance Management or other Financial management software applications.
This position supports customers operating in the Pacific Time zone, with standard business hours of 8:00 AM – 5:00 PM. PST. Successful candidates may reside anywhere in the United States, as long as they are committed to working these hours.
Primary Duties and Responsibilities
- Respond to product-related customer issues and contact customers to triage problems.
- Provide remote product support for OneStream customers and troubleshoot product configuration issues.
- Research, resolve and respond to complex issues across the application product lines and product boundaries ensuring policy compliance.
- Collaborate with other teams to help solve support problems, training problems, and other issues that may arise.
- Submit software bugs to development teams.
- Update and maintain technical knowledge base articles.
- Ensure all interactions with OneStream customers are positive and handled with a high sense of urgency.
- Lead by example and encourage information sharing, team-based resolution activity, cross-training and putting an emphasis on resolving cases as quickly and effectively as possible.
- Assist in developing innovative solutions and building strong relationships with customers.
Required Education and Experience
- College diploma or bachelor’s degree in a technology or finance-related field (or equivalent work experience).
- Experience working with Software Applications.
- 3+ years Software Application troubleshooting experience.
- Knowledge of Finance and Accounting practices and principles.
Preferred Education and Experience
- Experience solving Financial Management / financial-driven support issues.
- Prior experience and/or certification with any of the following products:
- OneStream
- Oracle Hyperion HFM, FDM, Planning, Essbase
- Blackline
- SAP Outlooksoft BPC
- SAP BOFC (Cartesis)
- IBM Cognos or other EPM solutions.
- Other proprietary software, especially financial related.
- Experience with PowerShell, VB.net or Visual Basic. Any object-oriented programming.
- Experience supporting customers in a Windows environment (Windows 10, Windows Server, IIS, SQL Server, SQL, VMware, and/or Hyper-V).
- Microsoft Certifications (Windows , SQL Server ,Azure, Office-Excel).
Knowledge, Skills, and Abilities
- Technical capacity.
- Problem Solving/Analysis.
- Organizational Skills.
- Customer/Client Focus.
- Decision Making.
- Initiative.
- Strong communication skills.
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.
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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
- College diploma or bachelor's degree in a technology or finance-related field or equivalent work experience.
- Experience working with software applications.
- 3+ years software application troubleshooting experience.
- Knowledge of finance and accounting practices and principles.
- Ability to work Pacific Time business hours (8:00 AM - 5:00 PM PST) and reside in the United States.
- Legally authorized to work in the country where the position is located without sponsorship.
- Experience solving financial management or financial-driven support issues.
- Prior experience or certification with OneStream, Oracle Hyperion (HFM, FDM, Planning, Essbase), BlackLine, SAP BPC/BOFC (Cartesis), IBM Cognos, or other EPM solutions.
- Experience with PowerShell, VB.net, Visual Basic or other object-oriented programming.
- Experience supporting customers in a Windows environment (Windows 10, Windows Server, IIS, SQL Server, SQL, VMware, Hyper-V).
- Microsoft certifications (Windows, SQL Server, Azure, Excel)
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.
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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.
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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.
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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
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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