Senior Manager, Delivery Portfolio Management (OneStream)

Clearsulting•Columbus, OH

71d•$144,000 - $186,000

About The Position

The Senior Manager, Delivery Portfolio Management (OneStream) serves as the Portfolio Lead across OneStream client engagements, overseeing projects from initiation through delivery and ensuring consistent quality, client satisfaction, and commercial performance. The role owns the health and economics of concurrent engagements, including scope, budgets, staffing, utilization, change requests, and margins, while providing visibility to Practice Leadership on project status, resources, risks, engagement economics, and client health. This leader builds trusted client relationships, serves as an escalation point, and identifies opportunities to expand existing accounts through additional EPM/CPM capabilities. The role also serves as Clearsulting’s primary day-to-day relationship manager with OneStream in North America, coordinating sales opportunities, delivery alignment, escalations, resource planning, enablement, and joint account growth. Working with technical, functional, and cross-practice teams, the Senior Manager delivers integrated Finance Transformation solutions, mentors and develops team members, and leads improvements to portfolio management, delivery operations, governance, reporting, project management practices, and the client experience. The position may be remote or hybrid. Team members living within a 45-minute commute of a Clearsulting office are expected to work in person eight days per month, with flexibility in selecting those days. Travel expectations are 0–20%. The compensation range is $144,000–$186,000, and the role is eligible for the company’s bonus program. Final salary placement depends on factors including expertise, experience, certifications, education, geography, and industry standards.

Requirements

At least 8 years of consulting or industry experience leading complex finance transformation or enterprise software implementation programs.
At least 5 years of experience conducting end-to-end OneStream implementations.
Experience managing multiple concurrent client engagements with accountability for delivery quality, project governance, client satisfaction, and financial performance.
Experience as an Engagement Lead, Project Director, Program Manager, or Delivery Manager, with responsibility for executive stakeholder management and portfolio oversight.
Deep understanding of project management fundamentals, including scope management, risk mitigation, issue resolution, resource planning, change management, executive communications, and delivery governance.
Experience helping build and scale a consulting practice through talent development, delivery methodologies, alliance collaboration, operational processes, and reusable implementation assets.
Proven ability to build trusted relationships with executive client stakeholders and navigate complex delivery challenges and competing priorities.
Experience collaborating across technical, functional, commercial, and executive leadership teams to deliver client outcomes.

Nice To Haves

OneStream Architect Certification.
PMP, Agile, Scrum, or comparable project management certification.
Experience building PMO standards, delivery governance frameworks, project management methodologies, or operational reporting.
Experience developing delivery accelerators, implementation methodologies, reusable templates, or project management playbooks.
Knowledge of Finance Transformation technologies and processes beyond OneStream.
Experience identifying and developing cross-sell and account expansion opportunities within existing client relationships.

Responsibilities

Lead a portfolio of OneStream client engagements from project initiation through successful delivery, ensuring quality, client satisfaction, and commercial performance.
Monitor the health of concurrent projects; identify delivery risks, manage escalations, resolve issues, and promote consistent, transparent, accountable execution.
Provide Practice Leadership with visibility into project status, engagement economics, resource needs, portfolio risks, and client health.
Manage portfolio engagement economics, including scope, budget, staffing, utilization, change requests, and margin.
Build client stakeholder relationships, serve as an escalation point, and identify opportunities to expand client partnerships and services.
Collaborate with technical, functional, and cross-practice teams to deliver integrated Finance Transformation solutions and client outcomes.
Mentor and develop consultants, managers, and analysts, and help scale delivery capabilities and leadership capacity.
Improve governance standards, quality control, project management practices, and delivery operations.
Identify and pursue account expansion opportunities involving additional EPM/CPM capabilities, liaising with OneStream as needed to support expansion and risk management.
Serve as Clearsulting’s primary day-to-day relationship manager with OneStream in North America, coordinating sales opportunities, delivery alignment, escalations, resource planning, enablement, and joint account growth.
Lead continuous improvement initiatives for portfolio management, reporting, delivery operations, project management tools, and the client experience.