Job Description

Senior Product Marketing Manager – Financial Services

Job Category: Marketing

Requisition Number: SENIO001938


Remote, USA


Remote, USA OneStream Software LLC

Compensation Range Up to $180,000 + Benefits/Variable comp/Equity Range may vary based on experience

Benefits Offered Vision, Medical, Life, Dental, 401k

Employment Type Full-Time


We are looking for someone like you to join our Product Marketing team as our brand evangelist for related Financial Services thought leadership. The Senior Product Marketing Manager will be help lead messaging, positioning, Go-To-Market strategy, content development and sales enablement for our industry-leading Intelligent Finance Platform.

The Senior Product Marketing Manager Financial Services will partner with product management, competitive intelligence, marketing, sales and Go-To-Market teams to create and support market awareness and enablement programs for existing and new solutions targeting senior leaders, FP&A, commercial finance and operational professionals in financial services enterprises.

This person will also assume the creation and communication of impactful storylines highlighting OneStream’s platform advantage and assist in managing and communicating new feature/functionality launches providing collateral, education and sales enablement tools required to help OneStream achieve sales goals and customer success.


  • Drive product marketing and sales enablement plans to support revenue objectives of growing existing ACV and acquiring new financial services customers
  • Develop messaging and positioning, build and deliver sales tools across the sales cycle, including presentations, white papers, data sheets, and other tools, to enable Go-To-Market teams to communicate the value of OneStream’s platform effectively in the financial services industry
  • Manage launches by building value messaging in collaboration with product management, develop collateral and sales tools, and work closely with sales and marketing teams to craft marketing plans and own product launches. Also drive and support partner enablement in collaboration with partner marketing
  • Understand complex buying/selling processes involving multiple decision-makers for software and solution purchases and translate that to successful GTM strategies
  • Assist with buyer persona and market research activities, leveraging both primary and secondary research to identify potential market opportunities
  • Assist with competitive intelligence to create actionable intelligence for the OneStream Go-To-Market teams, product management, marketing and executive teams.
  • Evangelize and demonstrate our solutions at field marketing events, conferences, tradeshows, to analysts and customers.
  • Develop compelling presentations and other sales tools for the global sales team.
  • Assist with customer interviews, development of case studies and creation of video content that demonstrate the value of OneStream.
  • Support as and when required for customer engagements in financial services organizations with strategy and roadmap presentations, content requests and/or domain expertise discussions.


Formal Education and Certification

  • Bachelor’s or higher degree in Accounting, Finance, or Business.
  • Advanced degree/MBA is a plus
  • Financial Services experience preferably banking

Knowledge and Experience

  • 3+ years related product marketing experience, in one or more of the following areas: corporate performance management (CPM), enterprise business applications, cloud platform, data processing and management, analytics, planning technology previous SaaS sales, pre-sales or consulting also a plus.
  • 7-10 years of relevant domain experience in Financial Services. Preferably Banking with solid understanding of key finance processes, capital & liquidity planning, stress testing.
  • Demonstrable knowledge of Banking Regulations such as CCAR (Comprehensive Capital Analysis & Review) PRA (Prudential Reporting Authority), FINREP/COREP (European Banking) and the Basel Accord.
  • Excellent knowledge of CPM/EPM Applications including HFM, SAP BPC, SAP Analytics Cloud (SAC), Anaplan and solid experience selling/advising customers in the Financial Services industry.
  • Excellent communication skills including writing, content development and presentation
  • Strong understanding and track record enabling the entire sales cycle: sales enablement, selling to customers/partners, holding conversations with both line of business executives and technical decision makers.
  • Experience in high-growth, start-up environment
  • Experience managing external resources and collaborating with other functions in the company

Personal Attributes

  • High energy, creativity, and can-do attitude
  • Agility, ability to manage multiple priorities and bias-for-action with exemplary results
  • Ability to work cross functionally across an organization with minimum supervision
  • Strong multi-tasking and time management skills
  • Proactive
  • Excellent interpersonal skills
  • Highly self-motivated and directed
  • Keen attention to detail
  • Exceptional customer service orientation
  • Legally authorized to work for any company in the United States without sponsorship


  • 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

Benefits at OneStream Software

OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy.

A sample of the benefits we provide are:

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