Senior Solution Consultant

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
175K-188K Annually
Senior level
Software • Financial Services
The Role
Leads technical presales for OneStream, delivering customized demonstrations, solution presentations, and proof-of-concepts for finance executives and prospective customers. Translates customer requirements into validated CPM solution designs, identifies optimal use cases, supports sales cycles, maintains demo environments, mentors consultants, and builds stakeholder trust through persuasive technical discussions. Requires strong Finance and Accounting knowledge, financial modeling expertise, presentation skills, and the ability to assess customer landscapes and evaluate CPM solutions.
Summary Generated by Built In

Senior Solution Consultant, US, West


Location:                                        Remote, USA (Ideally based Western US)

Employment Type:                      Full-time

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

Gross Annual Base Salary:        USD $175,000 - $187,500

Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.


Summary

A Senior Solution Consultant is an expert in OneStream technology who leads complex, tailored demonstrations and solution presentations that clearly articulate our value proposition to partners, prospects, and customers. As a core member of Presales, the role translates diverse customer requirements into validated solution designs and compelling proof‑of‑concepts, shortens sales cycles through high‑impact demos, and maintains high standards for the quality and consistency of demo assets.


Primary Duties & Responsibilities

  • Shorten the sales cycle by presenting flawless standard and custom product demos to mid- and C-level executives in the Office of Finance.
  • Assist prospective clients and customers, ensuring satisfaction with minimal supervision.
  • Serve as a resource for less experienced Sales Consultants, Sales Development, and Sales Representatives; contribute to team knowledge sharing.
  • Transform complex customer challenges into compelling Proof-of-Concept presentations.
  • Create and present high-quality OneStream demonstrations showcasing advanced product features, benefits, and future direction.
  • Identify optimal solutions for customer needs and articulate OneStream’s overall value proposition.
  • Ensure standard demo environments and materials are current, accurate, and impactful.
  • Deliver clear, persuasive presentations and foster trust with stakeholders.

Required Education & Experience

  • Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or a related field (or equivalent experience).
  • 6+ years of CPM industry experience in technical presales, consulting, or related roles.
  • Technical experience with CPM tools (OneStream or similar).
  • Background in Finance/Accounting and familiarity with business analysis and financial modelling.
  • Strong presentation and public speaking skills; ability to lead technical discussions confidently.
  • Proven ability to perform rapid assessments of customer landscapes and identify use cases for prospective customers.
  • Experience guiding customers in evaluating CPM solutions (or similar).

Knowledge, Skills & Abilities

  • Understanding of Corporate Performance Management (CPM) concepts and financial modelling.
  • Familiarity with OneStream or similar CPM platforms and related technologies.
  • Basic knowledge of database management and cloud-based solutions.
  • Awareness of business processes in Finance and Accounting.
  • Excellent verbal and written communication skills.
  • Strong presentation and public speaking abilities.
  • Active listening and interpersonal skills for engaging with diverse stakeholders.
  • Detail-oriented with impeccable attention to accuracy.
  • Ability to multi-task and manage priorities in a fast-paced environment.
  • Proficiency in building credibility and maintaining professionalism in client interactions.
  • Comfortable interacting with C-level executives and senior stakeholders.
  • Flexible and adaptable to changing priorities and client needs.
  • Works effectively in a collaborative team environment.
  • Results-driven with a competitive mindset.
  • Ability to travel as required for client engagements.
  • Capable of leading technical discussions and aligning solutions to customer needs.

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 AI 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.

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

OneStream Software is an Equal Opportunity Employer.



#LI-MS1 #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

  • Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or a related field, or equivalent experience
  • 6+ years of Corporate Performance Management industry experience in technical presales, consulting, or related roles
  • Technical experience with OneStream or similar CPM tools
  • Background in Finance or Accounting, including familiarity with business analysis and financial modeling
  • Strong presentation and public speaking skills, with the ability to lead technical discussions confidently
  • Experience rapidly assessing customer landscapes and identifying use cases for prospective customers
  • Experience guiding customers in evaluating CPM or similar solutions
  • Ability to travel as required for client engagements

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: Birmingham, MI

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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