Senior Solution Consultant

Senior Solution Consultant, West, US

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 proofofconcepts, shortens sales cycles through highimpact 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.

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

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