Intern- Customer Success Operations Analyst

Intern - Customer Success Operations Analyst

Location: Remote, US
Employment Type: Internship
Duration: 10 weeks (starting Monday June 9, 2025 to August 15, 2025)

Summary
At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.

Our Customer Success team play an Integral role in our mission to ensure every customer achieves their goals and becomes a referenceable success, guiding our customers through their entire journey-from initial onboarding to sustained engagement, retention, and growth.

As a Customer Success Operations Analyst, you'll work within our Customer Success team, helping to support and enhance the customer journey with OneStream, this includes understanding the data-driven elements of the customer lifecycle, develop communication and relationship-building skills. .

Why Join Us?
* Gain real-world experience in customer success with a leading financial software company.
* Develop key skills in communication, operations, and data-driven customer success.
* Receive mentorship and work on projects that have a meaningful impact on customer engagement and satisfaction.
* Opportunity to build a foundation for a future career in customer success and relationship management within the software industry.

If you're a motivated individual ready to develop valuable skills in a dynamic environment, we'd love to hear from you!

Primary Duties and Responsibilities
* Gain insights into the customer journey, learning to manage and optimize customer success metrics and milestones.
* Analyze various customer data inputs to identify trends, potential risks, and opportunities for improvement
* Assist with tracking and reporting key customer experience metrics
* Shadow CSMs to understand best practices in customer management.
* Work on operational tasks within the Customer Success function, supporting data and process management.
* Author or contribute to customer success resources.
* Assist with strategic projects aimed at enhancing the customer experience and operational efficiency.
* Knowledge of additional languages is a bonus, enabling better support for global customers.

Required Education and Experience
* Education: Actively enrolled in an accredited university with at least 60 credits completed (minimum GPA of 3.0) or recently graduated (within the last 6-9 months). Master's degree students are also welcome.

* Field of Study: Finance, Data Science, or a related field.

Preferred Education and Experience
* Experience within Project Management, CAPM and/or PMP certification would be beneficial.

Knowledge, Skills, and Abilities
* Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint).
* Strong process and project management orientation, with the ability to organize, prioritize, and manage multiple tasks effectively
* Strong communication skills.
* attention to detail.
* A team-oriented mindset.
* Eagerness to learn.
* An understanding of data and processes.

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, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

Why Join The OneStream Team
* 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

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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