OneStream Engagement Lead

Job Posted 7 Days Ago Posted 7 Days Ago
Be an Early Applicant
Houston, TX
Senior level
Cloud • Information Technology
The Role
The OneStream Engagement Lead will manage client relationships, oversee financial close processes, and lead internal teams to deliver cloud solutions, ensuring client satisfaction and driving new sales opportunities.
Summary Generated by Built In

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.

At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. 

What You Will Do

We are looking for an OneStream Engagement Lead to join our OneStream Delivery Team! 

The OneStream Engagement Lead will oversee relationships with our enterprise level clients focusing on financial close processes and solutions. The ideal candidate will be apt in building strong relationships with strategic clients demonstrated by your ability to understand our clients’ needs and requirements, aligning them with our best in cloud solutions to achieve their goals. The engagement lead is expected to drive strong delivery of existing work which will help lead to adjacent opportunities in different functions, business units, and/or regions within an enterprise ecosystem. 

Ideal candidates will be able to: 

  • Develop trust relationships with a portfolio of major clients  
  • Acquire a thorough understanding of key customer needs and requirements 
  • Expand the relationships with existing customers by continuously proposing solutions that meet their objectives 
  • Understand their business processes and advise on best-practices where applicable 
  • Lead multi-faceted internal teams, balancing SR’s resources to maximize impact to the customer while still focusing on their professional development and career progression 
  • Ensure the correct products and services are delivered to customers in a timely manner 
  • Serve as the link of communication between key customers and internal teams 
  • Resolve any issues and problems faced by customers and deal with complaints to maintain trust 
  • Play an integral part in generating new sales that will turn into long-lasting relationships 
  • Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics 

Qualifications: 

  • Proven experience as an engagement/project manager in technology or management consulting 
  • Strong knowledge of financial close processes, including account reconciliations, journal entries, consolidation, and financial reporting 
  • Experience with Cash Flow, eliminations, and complex currency calculations  
  • Experience in sales and providing financial close solutions based on client needs 
  • Experience with OneStream or similar cloud-based technology a plus 
  • Strong communication and interpersonal skills with aptitude in building relationships with professionals of all organizational levels 
  • Excellent organizational skills 
  • Ability in problem-solving and negotiation 

What else to expect

In the OneStream practice, we invest in your learning by providing ongoing training through our partnership with OneStream to ensure your success in implementing their technology offerings to meet our client's needs.

We believe giving back is core to our values and as part of this effort, you will be given the opportunity to participate in SR’s day of service, giving back to our global community.  We offer a competitive benefit package, including flexible time off, medical, dental, vision and life insurance and much more.  

We take care of you! Here are some our great perks and top benefits to highlight:

  • Competitive benefits package, including medical, dental, vision, 401(K) and Life insurance
  • Flexible Time Off
  • Paid holiday time
  • Paid maternity and paternity leave
  • Monthly technology and wellness allowance
  • Annual training allowance program

#LI-KP1

Spaulding Ridge’s Commitment to an Inclusive Workplace 

When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.

At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.

The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (challaday@spauldingridge.com). Requests for reasonable accommodation will be considered on a case-by-case basis.

Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.

Top Skills

Cloud-Based Technology
Onestream
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
550 Employees
On-site Workplace
Year Founded: 2018

What We Do

Spaulding Ridge designs, implements, and supports business technology solutions for companies in a wide range of industries, thinking beyond templated solutions to provide real competitive advantage. When we’re working on a project, we’re an extension of their team. We help the organizations we serve get maximum value from the work we deliver, now and through the life of the system.

As a company committed to social good, we’re a consulting firm that our clients can be proud to partner with—and a firm where they know every member of the team truly believes in the mission. We build personal relationships with the people we work with, and we work smart and hard to deliver total satisfaction with our work.

We help our clients through a variety of services and disciplines:
IT Strategy & Advisory
Cloud Implementation & Process Improvement
Business Transformation & Customer Engagement

To learn more, visit www.spauldingridge.com

Why Work With Us

At Spaulding Ridge, we believe all business is personal. Each interaction with clients and colleagues is an opportunity to connect and contribute to mutual success.  We prioritize our employees’ professional development through challenging and meaningful work, offering top-notch training, mentoring and ample opportunities for growth.

Gallery

Gallery

Similar Jobs

AffiniPay Logo AffiniPay

Vice President, Engineering Data & Operations

Fintech • Legal Tech • Payments • Sales • Software
Hybrid
Austin, TX, USA
519 Employees
Hybrid
Fort Worth, TX, USA
289097 Employees

Capital One Logo Capital One

Senior Associate, Risk Management

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
Plano, TX, USA
55000 Employees
86K-98K Annually

Apex Fintech Solutions Logo Apex Fintech Solutions

Operations Specialist (ACATS)

Fintech • Software • Financial Services
Hybrid
Dallas, TX, USA
850 Employees

Similar Companies Hiring

InCommodities Thumbnail
Renewable Energy • Machine Learning • Information Technology • Energy • Automation • Analytics
Austin, TX
234 Employees
RunPod Thumbnail
Software • Infrastructure as a Service (IaaS) • Cloud • Artificial Intelligence
Charlotte, North Carolina
62 Employees
HERE Technologies Thumbnail
Software • Logistics • Internet of Things • Information Technology • Computer Vision • Automotive • Artificial Intelligence
Amsterdam, NL
6000 Employees
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account