Senior Account Director

About the role

The Senior Account Director is responsible for driving new business growth within a defined territory by identifying, developing, and closing net-new customer opportunities. This role involves leveraging a consultative, value-based sales approach to engage C-level stakeholders and navigate complex enterprise sales cycles. The position focuses on expanding the company's footprint into untapped markets while collaborating cross-functionally to maximize market reach.

Responsibilities

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
• Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions.
• Build and maintain a healthy pipeline through self-sourced efforts and collaboration with internal teams.
• Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making.
• Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with the company's value proposition.
• Conduct discovery sessions, research, and demos to assess and align offerings with client challenges.
• Lead by example through professional and collaborative selling, mentor team members on sales best practices, and support employee engagement initiatives.

Required skills

• B2B sales
• Consultative sales
• Software sales
• Financial services
• Prospecting
• Pipeline generation
• MEDDPICC
• Challenger sales
• Salesforce

Nice to have

• SaaS
• CPM
• EPM

Qualifications

• 10+ years of B2B sales experience
• University Degree or College Diploma in Sales, Business Administration, Marketing or a related field

About the Company

OneStream is on a mission to empower every Finance organization and professional to exceed their potential. The company builds the operating system for modern Finance to help organizations move with greater speed, clarity, and confidence.