Senior AI Engagement Manager

OneStream Software

2d•$120,000 - $149,000•Remote

About The Position

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 (annual revenues, etc.), 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.

Requirements

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
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

Nice To Haves

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

Responsibilities

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, driving engagements to successful conclusions and positioning OneStream AI for additional future opportunities
Provide full-scope project management and ensure effective initiation, planning, execution, control, and closure (may include multiple projects or a singular large, strategic project)
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 while maintaining effective and collaborative relationships with associated third-party partners and vendors
Establish, build, and maintain relationships with practice directors, regional sales directors, and clients to facilitate consulting service and software license sales
Support and participate in local sales pipeline filling events (CPM seminars, webinars, etc.)
Assist as needed with implementation workstreams, including oversight of project budgets, ensuring adherence to quality standards by reviewing project deliverables, and providing oversight of improvement projects for project management tools
Support employee onboarding and engagement initiatives by identifying staffing requirements, maintaining proper project staffing levels, participating in the recruitment process, and mentoring new team members
Serve as the subject matter expert (SME) for Waterline, PRIME, and other methodologies