OneStream Senior Account Executive

Spaulding Ridge • Minneapolis, MN

7h

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.
The OneStream Senior Account Executive is primarily responsible for driving net-new revenue growth within our Finance and Operations Practice by originating and closing professional service opportunities in the OneStream space. This position is a true hunter role focused on landing new logos and expanding Spaulding Ridge’s footprint within the Office of the CFO.

This individual will be responsible for originating and closing new OneStream platform and professional services opportunities, while developing strategic channel relationships with OneStream leadership and ecosystem partners. The ideal candidate combines enterprise sales discipline, deep financial domain fluency, CPM platform expertise, and awareness of emerging AI trends to drive transformative finance engagements in competitive environments.

In addition to OneStream expertise, this role will collaborate closely with our Data Solutions team to position integrated, multi-platform solutions—such as pairing OneStream implementations with Snowflake data architecture and analytics services—to deliver AI-ready solutions to finance organizations.
Ideal candidates will be able to:
Proactively originate and close net-new logo OneStream opportunities within the Office of the CFO across enterprise and upper mid-market organizations
Establish new client relationships through disciplined outbound prospecting, executive networking, industry events, and alliance-driven introductions
Develop and execute targeted account penetration strategies focused on displacing legacy CPM platforms or positioning OneStream in competitive evaluations
Own and drive all aspects of the sales lifecycle for new clients including prospecting, discovery, value articulation, solution positioning, contract negotiations, and closing
Deliver compelling, finance-centric executive presentations to CFOs, CAOs, Controllers, and FP&A leaders focused on modernization, AI-enabled forecasting, scenario modeling, and measurable ROI
Build and maintain strategic channel relationships with OneStream Regional Vice Presidents, Account Executives, Alliance Leaders, and Partner Managers to drive co-sell pipeline
Stay up to speed on new OneStream product capabilities and the associated value proposition
Actively participate in joint account planning with OneStream field sales to identify whitespace opportunities and influence platform-led services opportunities
Coordinate and execute field marketing initiatives with OneStream, Data Solutions, and internal marketing teams, including executive roundtables, industry events, webinars, and targeted prospect engagement campaigns to drive new pipeline creation
Work closely with the Data Solutions team to position multi-platform engagements (e.g., OneStream implementation combined with Snowflake data modernization, analytics, or AI initiatives) to deliver comprehensive finance transformation solutions
Articulate the value of AI-enabled finance capabilities—including predictive forecasting, anomaly detection, automated reconciliations, and real-time executive dashboards—enabled through modern CPM and cloud data platforms
Maintain fluency in emerging AI trends impacting the Office of the CFO and translate those trends into actionable business value propositions for clients
Generate and maintain a strong self-sourced pipeline, with measurable expectations around outbound activity and opportunity creation
Lead internal teams through solution workshops, proposal strategy sessions, and proof-of-concept initiatives to support competitive pursuits
Build consensus and develop relationships at multiple levels – executive sponsors, finance transformation leaders, data leaders, and IT stakeholders within prospective clients
Create and execute comprehensive territory and account plans focused on new revenue acquisition and market share growth
Transition newly closed clients into successful onboarding engagements while maintaining executive ownership to drive expansion opportunities
What Makes This Role Different:
We expect our Account Executives to:
Use AI agents to research accounts before outreach
Automate repetitive tasks wherever possible
Create prompt libraries to improve messaging quality
Build lightweight workflows that eliminate manual work
Think critically about how technology can increase conversion rates
Continuously test new tools and share best practices
You won’t just execute a go-to-market playbook; you’ll help modernize it.

Requirements

• 7+ years proven track record of B2B enterprise sales experience, with a strong emphasis on new logo acquisition
• 3+ years of experience selling finance-focused enterprise software or consulting services into the Office of the CFO
• Demonstrated experience selling OneStream or comparable CPM platforms (e.g., Hyperion, SAP Group Reporting, Oracle EPM, Anaplan, Workday Adaptive Planning, CCH Tagetik, etc.)
• Strong understanding of Corporate Performance Management processes including financial consolidation, budgeting, forecasting, scenario modeling, and reporting
• Working knowledge of modern cloud data platforms (e.g., Snowflake) and how they integrate with CPM solutions
• Conversant in AI-enabled finance trends, including predictive forecasting, machine learning applications in FP&A, and intelligent automation within the finance function
• Proven ability to build pipeline through self-sourced outbound activity and alliance development
• Experience developing executive-level relationships within technology partner organizations, particularly within the OneStream ecosystem
• Demonstrated ability to exceed revenue targets in a competitive, consultative selling environment
• Self-motivated, highly driven hunter mentality with strong prospecting discipline and resilience
• Ability to collaborate cross-functionally with Finance & Operations, Data Solutions, marketing, and alliance teams
• Outstanding executive presence, communication, and negotiation skills
• Ability to travel up to 50%

Responsibilities

• Proactively originate and close net-new logo OneStream opportunities within the Office of the CFO across enterprise and upper mid-market organizations
• Establish new client relationships through disciplined outbound prospecting, executive networking, industry events, and alliance-driven introductions
• Develop and execute targeted account penetration strategies focused on displacing legacy CPM platforms or positioning OneStream in competitive evaluations
• Own and drive all aspects of the sales lifecycle for new clients including prospecting, discovery, value articulation, solution positioning, contract negotiations, and closing
• Deliver compelling, finance-centric executive presentations to CFOs, CAOs, Controllers, and FP&A leaders focused on modernization, AI-enabled forecasting, scenario modeling, and measurable ROI
• Build and maintain strategic channel relationships with OneStream Regional Vice Presidents, Account Executives, Alliance Leaders, and Partner Managers to drive co-sell pipeline
• Stay up to speed on new OneStream product capabilities and the associated value proposition
• Actively participate in joint account planning with OneStream field sales to identify whitespace opportunities and influence platform-led services opportunities
• Coordinate and execute field marketing initiatives with OneStream, Data Solutions, and internal marketing teams, including executive roundtables, industry events, webinars, and targeted prospect engagement campaigns to drive new pipeline creation
• Work closely with the Data Solutions team to position multi-platform engagements (e.g., OneStream implementation combined with Snowflake data modernization, analytics, or AI initiatives) to deliver comprehensive finance transformation solutions
• Articulate the value of AI-enabled finance capabilities—including predictive forecasting, anomaly detection, automated reconciliations, and real-time executive dashboards—enabled through modern CPM and cloud data platforms
• Maintain fluency in emerging AI trends impacting the Office of the CFO and translate those trends into actionable business value propositions for clients
• Generate and maintain a strong self-sourced pipeline, with measurable expectations around outbound activity and opportunity creation
• Lead internal teams through solution workshops, proposal strategy sessions, and proof-of-concept initiatives to support competitive pursuits
• Build consensus and develop relationships at multiple levels – executive sponsors, finance transformation leaders, data leaders, and IT stakeholders within prospective clients
• Create and execute comprehensive territory and account plans focused on new revenue acquisition and market share growth
• Transition newly closed clients into successful onboarding engagements while maintaining executive ownership to drive expansion opportunities
• Use AI agents to research accounts before outreach
• Automate repetitive tasks wherever possible
• Create prompt libraries to improve messaging quality
• Build lightweight workflows that eliminate manual work
• Think critically about how technology can increase conversion rates
• Continuously test new tools and share best practices

Benefits

• generous time off
• paid holidays
• paid parental leave
• a 401(k) with company match
• highly subsidized health, dental, and vision plans
• company-paid life and disability insurance
• a monthly allowance for well-being and technology expenses
• reimbursement for approved learning and development initiatives within defined limits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed