[Hiring] Senior AI Engagement Manager @OneStream Software

Role Description

The Senior AI Engagement Manager will act as a trusted advisor and strategic resource within the OneStream client base, presenting solution options and plans to deliver OneStream AI solutions efficiently and effectively. Senior AI Engagement Managers will also manage implementation projects designated as strategic by senior management for reasons such as client size, industry, billable revenue, complexity, and global presence. The Senior AI Engagement Manager partners with Sales, Services, and Support teams to manage expectations and ensure client success and retention. In addition, the Senior AI Engagement Manager will work to identify other areas of opportunity for OneStream AI within the client organization.

• Collaborate with clients and assess their business goals to formulate AI strategies
• Manage and monitor client integrations of technologies into their business processes
• Manage all aspects of engagement economics and coordination with other service lines within OneStream to deliver effective customer relationship management of multiple accounts
• Provide full-scope project management and ensure effective initiation, planning, execution, control, and closure
• Develop and maintain project plans and schedules that enable effective management of the constraints of scope, quality, time, and budget
• Regularly communicate progress, issues, and risks to the client and internal stakeholders
• Manage and document scope changes that impact project budgets and schedules
• Leverage OneStream’s engagement methodology and serve as a focal point for partner-led projects
• Establish, build, and maintain relationships with practice directors, regional sales directors, and clients
• Support and participate in local sales pipeline filling events (CPM seminars, webinars, etc.)
• Assist as needed with implementation workstreams, including oversight of project budgets
• Support employee onboarding and engagement initiatives by identifying staffing requirements
• Serve as the subject matter expert (SME) for Waterline, PRIME, and other methodologies

Qualifications

• Bachelor’s degree in accounting, business, finance, information technology, mathematics, CIS, or equivalent area of study
• 8-10 years of related work experience, including implementing complex software solutions
• 6+ years of project management experience or equivalent level of technology project lead experience
• Strong familiarity with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.)
• Demonstrated experience with Microsoft Project, Microsoft Excel, or related project management software

Requirements

• Master’s degree in accounting, business, finance, information technology, mathematics, CIS, or equivalent area of study (preferred)
• Project Management Professional (PMP) certification or similar professional project management designation (preferred)
• Prior experience with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.) (preferred)
• 4+ years of industry experience in business intelligence, analytics, applied machine learning, or AI (preferred)

Knowledge, Skills, and Abilities

• Excellent critical-thinking and analytical skills
• Strong planning, organizational, and time-management skills
• Strong presentation skills and the ability to present complex topics in an easily digestible manner
• Excellent ability to coach and mentor junior team members
• Ability to discuss prior engagements with prospects and facilitate or participate in reference calls
• Excellent oral and written communication skills
• Ability to effectively work both independently and in group settings
• Ability to embrace change and quickly adapt to new situations
• Foundational knowledge of AI and machine learning concepts and technologies

Travel

• 10 - 20% of travel is required for this position.

Benefits

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

Company Description

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.