OneStream Engagement Lead
About The Position
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:
Requirements
- 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
- 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
Nice To Haves
- Experience with OneStream or similar cloud-based technology a plus
Responsibilities
- 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
