Senior Solution Consultant (POC Architecture Team)
Senior Solution Consultant (POC Architecture Team)
Location: Remote, USA
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 for OneStream's Proof-of-Concept ("POC") Team operates within the pre-sales phase of the sales cycle, and will be deeply versed in Corporate Performance Management ("CPM") solutions, AI, and related technologies, leveraging this expertise to solve complex customer problems and deliver compelling solutions for prospects and customers. This role will lead the design and building of tailored OneStream solutions for specific business issues. Additionally, the Senior Solution Consultant will continuously explore and apply the latest AI platforms and emerging technologies to drive effectiveness across all aspects of work - from solution delivery to day-to-day efficiency.
Please note, the ideal candidate is located within the US or Canada.
Primary Duties and Responsibilities
Designing and delivering POCs that address complex business requirements and highlight OneStream's strengths against competing platforms.
Serving as the functional and technical expert for OneStream’s go-to-market team throughout the sales cycle.
Building strong relationships across key OneStream teams to support POC success and foster professional growth, including Demo Development, Field Sales, Sales Enablement, Product Management, and Product Engineering.
Translating POC findings and prospect feedback into actionable insights for Product Management and Engineering, directly shaping OneStream's product roadmap.
Continually enhancing and scaling technical assets to ensure high-quality and efficient POC projects.
Required Education and Experience
Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or related field (or equivalent experience).
3+ years of CPM industry experience in technical presales, consulting, or related roles.
3+ years of experience designing, building, and deploying applications.
Experience and strong interest in UX/visualization design, data transformation, and developing desktop/SaaS applications. Examples include writing functions, macros, and scripts to minimize manual tasks.
Familiarity with AI tools like Claude Cowork, Code, or other public LLMs.
A continuous learning mindset to learn OneStream and related technologies.
Strong knowledge of core CPM concepts like Consolidations, Planning, Reporting, Data Integration, and event-driven Visualizations.
Experience with consultative discussions to identify a prospect’s business issues and craft the right solution.
Versed and experienced with data analytics or financial modeling.
Preferred Education and Experience
Previous experience as a CPM Administrator, Services Consultant, or Pre-Sales Solution Consultant.
Familiarity or experience with the VB.net and C#.net programming languages, Visual Basic, SQL Server, XML, and VBA in Excel.
Exposure to Finance/Accounting projects or concepts.
Knowledge, Skills, and Abilities
Familiarity with OneStream or similar CPM platforms and related technologies.
Understands the applicability of AI in the CPM market and strives to learn modern technologies to solve business problems.
Solid knowledge of database management (including SQL scripts and functions), Excel functions, XML structures, and financial modeling.
Capable of leading technical discussions and simplifying advanced technology concepts for all stakeholders.
Detail-oriented and goal-focused.
Effective communication and interpersonal skills for engaging with diverse stakeholders.
Ability to manage multiple deliverables in a demanding environment with tight deadlines.
Self-directed and proactive.
Works effectively in a collaborative team setting.
A competitive mindset within a sales environment.
Comfortable interacting with senior stakeholders.
Travel
Ability to travel as required for internal and external meetings, which will be approximately 5-6 times per year.
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.
#LI-PW1
#LI-REMOTE
Location: Remote, USA
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 for OneStream's Proof-of-Concept ("POC") Team operates within the pre-sales phase of the sales cycle, and will be deeply versed in Corporate Performance Management ("CPM") solutions, AI, and related technologies, leveraging this expertise to solve complex customer problems and deliver compelling solutions for prospects and customers. This role will lead the design and building of tailored OneStream solutions for specific business issues. Additionally, the Senior Solution Consultant will continuously explore and apply the latest AI platforms and emerging technologies to drive effectiveness across all aspects of work - from solution delivery to day-to-day efficiency.
Please note, the ideal candidate is located within the US or Canada.
Primary Duties and Responsibilities
Designing and delivering POCs that address complex business requirements and highlight OneStream's strengths against competing platforms.
Serving as the functional and technical expert for OneStream’s go-to-market team throughout the sales cycle.
Building strong relationships across key OneStream teams to support POC success and foster professional growth, including Demo Development, Field Sales, Sales Enablement, Product Management, and Product Engineering.
Translating POC findings and prospect feedback into actionable insights for Product Management and Engineering, directly shaping OneStream's product roadmap.
Continually enhancing and scaling technical assets to ensure high-quality and efficient POC projects.
Required Education and Experience
Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or related field (or equivalent experience).
3+ years of CPM industry experience in technical presales, consulting, or related roles.
3+ years of experience designing, building, and deploying applications.
Experience and strong interest in UX/visualization design, data transformation, and developing desktop/SaaS applications. Examples include writing functions, macros, and scripts to minimize manual tasks.
Familiarity with AI tools like Claude Cowork, Code, or other public LLMs.
A continuous learning mindset to learn OneStream and related technologies.
Strong knowledge of core CPM concepts like Consolidations, Planning, Reporting, Data Integration, and event-driven Visualizations.
Experience with consultative discussions to identify a prospect’s business issues and craft the right solution.
Versed and experienced with data analytics or financial modeling.
Preferred Education and Experience
Previous experience as a CPM Administrator, Services Consultant, or Pre-Sales Solution Consultant.
Familiarity or experience with the VB.net and C#.net programming languages, Visual Basic, SQL Server, XML, and VBA in Excel.
Exposure to Finance/Accounting projects or concepts.
Knowledge, Skills, and Abilities
Familiarity with OneStream or similar CPM platforms and related technologies.
Understands the applicability of AI in the CPM market and strives to learn modern technologies to solve business problems.
Solid knowledge of database management (including SQL scripts and functions), Excel functions, XML structures, and financial modeling.
Capable of leading technical discussions and simplifying advanced technology concepts for all stakeholders.
Detail-oriented and goal-focused.
Effective communication and interpersonal skills for engaging with diverse stakeholders.
Ability to manage multiple deliverables in a demanding environment with tight deadlines.
Self-directed and proactive.
Works effectively in a collaborative team setting.
A competitive mindset within a sales environment.
Comfortable interacting with senior stakeholders.
Travel
Ability to travel as required for internal and external meetings, which will be approximately 5-6 times per year.
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.
#LI-PW1
#LI-REMOTE