OneStream Business Development Representative

TL;DR

OneStream Business Development Representative (Finance Tech): Generate net-new pipeline for OneStream Account Executives by identifying, qualifying, and nurturing prospective clients within the Office of the CFO with an accent on outbound outreach, digital campaigns, webinar follow-ups, and alliance-driven initiatives. Focus on proactive prospecting to finance leaders, leveraging sales enablement tools for buying signals, and driving event attendance to convert interest into discovery meetings.

Location: Chicago, Houston

Salary: $67,000 - $85,000 USD

Company

Advisory and IT implementation firm helping global organizations achieve financial clarity for sales, operational, and financial decisions.

What you will do

• Generate qualified leads targeting 25 per quarter through phone, email, and LinkedIn outreach
• Conduct outbound prospecting to finance leaders like CFOs, Controllers, and FP&A Directors in target accounts
• Follow up on digital campaigns, webinars, and events to schedule discovery meetings
• Support GTM initiatives, campaign coordination, and alliance partner efforts
• Maintain CRM records, track KPIs, and collaborate with AEs, Marketing, and partners
• Develop knowledge of OneStream products and finance transformation trends

Requirements

• 0–2 years in sales, marketing, finance, business development, or tech roles
• Bachelor’s degree in Finance, Accounting, Business, Marketing, Economics, or related field preferred
• Strong interest in enterprise software, CPM, or finance transformation
• Self-starter with work ethic, quick learner, organized, and disciplined in managing KPIs
• Excellent written/verbal communication, executive presence, and comfort with senior leaders
• Experience with digital marketing tools and CRM systems

Nice to have

• Use AI agents for account research
• Automate tasks and build workflows
• Create prompt libraries and test new tools

Culture & Benefits

• Generous time off, paid holidays, parental leave
• 401(k) with company match, subsidized health/dental/vision, life/disability insurance
• Monthly allowance for well-being and tech expenses
• Reimbursement for learning and development
• Career progression to Account Executive roles
• Inclusive culture with ERGs for diversity and belonging