Account Director - LATAM

Overview

Location : Remote, Mexico (Ideally based in Mexico City). Employment Type : Full-time.

Account Director - LATAM at OneStream Software — Join to apply for the role.

The Account Director is responsible for driving new business growth within a defined territory, focusing on identifying, developing, and closing net-new customer opportunities with a strategic emphasis on expanding OneStream’s footprint into untapped markets and organizations. The Account Director takes full ownership of pipeline generation and progression, using a consultative, value-based sales approach to demonstrate how OneStream’s SaaS platform addresses complex business needs. This role engages C-level stakeholders, navigates enterprise sales cycles, and builds strong, trust-based relationships with prospective clients. The ideal candidate location is Mexico City. Travel may be required up to 50% or more to meet sales objectives and company events.

Primary Duties And Responsibilities

• New Business Development : Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
• Account Expansion : Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions.
• Pipeline Generation : Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.
• Salesforce Hygiene : Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment.
• Sales Execution : Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition.
• Quota Achievement : Balance new business and existing account growth to meet or exceed sales targets.
• Customer Partnership : Serve as a consultative partner, delivering insights and value that support long-term customer success and retention.
• Value Communication : Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations.
• Opportunity Management : Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders.
• Needs Assessment : Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges.
• Proposal Development : Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment.
• Sales Excellence : Act as a role model across the sales organization by demonstrating professionalism, accountability and collaborative selling behavior.

Required Education And Experience

Preferred Education And Experience

Knowledge, Skills, And Abilities

Travel

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only 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 operating system for modern finance.

Why Join The OneStream Team

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream is an Equal Opportunity Employer

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