Senior Solution Consultant (POC Architecture Team - AI Focus)

Location: Remote, USA | Employment Type: Full-Time

About the Role

A Senior Solution Consultant for OneStream's Proof-of-Concept ("POC") Team operates within the pre-sales phase of the sales cycle. This role requires deep expertise in Corporate Performance Management ("CPM") solutions, AI, and related technologies to solve complex customer problems and deliver compelling solutions for prospects and customers. The ideal candidate will lead the design and building of tailored OneStream solutions for specific business issues and have experience deploying solutions on leading AI platforms to drive effectiveness across workflows.

Responsibilities

• Design and deliver POCs that address complex business requirements and highlight OneStream's strengths against competing platforms.
• Utilize AI solutions to accelerate OneStream’s sales cycle and drive internal workflow efficiencies.
• Serve as the functional and technical expert for OneStream’s go-to-market team throughout the sales cycle.
• Build strong relationships across key OneStream teams (Demo Development, Field Sales, Sales Enablement, Product Management, and Product Engineering) to support POC success and foster professional growth.
• Translate POC findings and prospect feedback into actionable insights for Product Management and Engineering, shaping OneStream's product roadmap.
• Continually enhance and scale technical assets to ensure high-quality and efficient POC projects.

Requirements

• Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or related field (or equivalent experience).
• Experience with AI solutions like Claude, Code, or other public LLMs to develop systems for process improvements.
• Familiarity with writing LLM skill files for workflow efficiency or output application tools/interfaces.
• 3+ years of CPM industry experience in technical presales, consulting, or related roles.
• 3+ years of experience designing, building, and deploying applications.
• Experience and strong interest in UX/visualization design, data transformation, and developing desktop/SaaS applications (e.g., writing functions, macros, and scripts to minimize manual tasks).
• Continuous growth mindset to learn OneStream, AI, and related data management technologies.
• Knowledge of core CPM concepts like Consolidations, Planning, Reporting, Data Integration, and event-driven Visualizations.
• Experience with consultative discussions to identify a prospect’s business issues and craft the right solution.
• Versed and experienced with data analytics or financial modeling.

Preferred Qualifications

• Previous experience as a CPM Administrator, Services Consultant, or Pre-Sales Solution Consultant.
• Web application development with modern JavaScript frameworks (Angular, React, or Vue), including integration with backend databases.
• Familiarity or experience with VB.net, C#.net, Visual Basic, SQL Server, XML, and VBA in Excel.
• Exposure to Finance/Accounting projects or concepts.

Skills

• Familiarity with OneStream or similar CPM platforms and related technologies.
• Understands the applicability of AI in the CPM market and strives to learn modern technologies to solve business problems.
• Solid knowledge of database management (including SQL scripts and functions), Excel functions, XML structures, and financial modeling.
• Capable of leading technical discussions and simplifying advanced technology concepts for all stakeholders.
• Detail-oriented and goal-focused.
• Effective communication and interpersonal skills for engaging with diverse stakeholders.
• Ability to manage multiple deliverables in a demanding environment with tight deadlines.
• Self-directed and proactive.
• Works effectively in a collaborative team setting.
• Competitive mindset within a sales environment.
• Comfortable interacting with senior stakeholders.

Travel

Ability to travel as required for internal and external meetings, approximately 5-6 times per year.

Pay

Gross Annual Base Salary: USD 175,000 - 187,500. Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.

Benefits

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long-Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan (401K)

About OneStream

OneStream is the enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the AI operating system for modern finance, digitizing core financial functions. To learn more, visit www.onestream.com.

Why Join OneStream

• Transparency around corporate structure, salary, and benefits
• Core value of customer success
• Variety of project work (not industry-specific)
• Strong culture and camaraderie
• Multiple training opportunities