Global Head of Analyst Relations

Description

Global Head of Analyst Relations

Location: Remote, USA

Employment Type: Full-Time

Compensation: $210,000.00 - $262,500.00 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.

Benefits Offered: Vision, Medical, Life, Dental, 401K

Summary

The Head of Analyst Relations will shape how the market understands OneStream's technology, innovation, and leadership in modernizing the Office of the CFO. This senior communications leader will own OneStream's global analyst relations strategy and technology media engagement, driving influence with analysts, influencers, and specialized reporters who shape enterprise technology perceptions.

As a senior member of the Strategic Communications team, this individual will operate as both a strategist and an advisor-ensuring OneStream is not only positively represented in analyst evaluations and tech media coverage, but actively influences the direction of the Office of the CFO market. The ideal candidate combines deep experience in enterprise software with a passion for translating complex innovation into clear, differentiated stories that move markets.

Primary Duties and Responsibilities

This role partners closely with:

• The Senior Manager of Global PR to shape and amplify OneStream's technology and innovation story in the market.
• The Head of Content Strategy to extend OneStream thought leadership reach and influencer engagement into digital and social storytelling.
• And key stakeholders across Product, Marketing, and Executive Leadership to ensure consistent, insight-driven messaging and programming that reflects OneStream's business strategy and technology vision.

Analyst Relations Leadership:

• Build, lead, and scale OneStream's global Analyst Relations program to deepen relationships, influence coverage, and strengthen perception in key evaluations and market reports, reinforcing OneStream's leadership in the market.
• Create a multi-tier analyst and influencer engagement plan that includes executive-level analyst relationships, ongoing inquiries, and proactive education of analysts on OneStream's technology and AI strategy.
• Lead and project manage the full lifecycle of analyst reports, evaluations and surveys, including but not limited to Gartner MQs, Forrester Waves, IDC MarketScapes, and more, from initial RFI to final outcome and promotion of OneStream's coverage and leadership recognition.
• Identify, cultivate and manage relationships at key firms including but not limited to Gartner, Forrester, IDC, BARC, ISG, in-person and virtually, serving as the company's primary point of engagement for the global analyst community, ensuring consistent, credible, and differentiated representation.
• Serve as a strategic advisor to the business, translating analyst insights into actionable recommendations that inform product strategy, market positioning, and executive decision-making-ensuring OneStream not only responds to analyst evaluations but actively shapes industry perspectives and market narratives.
• Partner with Product Marketing and Product Management to align analyst messaging with OneStream's technology architecture, customer value proof points, and roadmap milestones.
• Influence internal stakeholders on the strategic value of analyst relationships, raising the internal profile of the program and helping them understand how insights can guide innovation and differentiation.
• Build and maintain relationships with key OneStream teams to strengthen the reputation and value of the analyst relations program, and ensure an aligned, effective and fluid execution.
• Manage the analyst budget, including analyst firm contracts, renewals, and budgets; oversee briefing and inquiry schedules; and ensure alignment across product, marketing, and leadership stakeholders.
• Partner with Customer Marketing to identify and prepare customer advocates for analyst participation, surveys, and peer reviews.

Technology & Innovation PR:

• Collaborate with the Senior Manager, Global PR to define, align and amplify OneStream's Finance AI and innovation story in the market-ensuring seamless coordination across PR and AR programs.
• Partner with product marketing team to develop briefing materials, press backgrounders, and thought leadership content that articulate complex technology in simple, impactful ways.
• Coordinate OneStream's technology media and analyst presence at major events including Splash NA/EMEA, Gartner Summits, and key industry forums.
• Work cross-functionally to ensure analyst insights inform content, campaigns, customer stories, and sales enablement materials.
• Collaborate with agency partners to identify storylines and opportunities that elevate OneStream's credibility in technology, finance, and SaaS innovation coverage.

Insight, Measurement & Reporting:

• The Senior Manager of Global PR to shape and amplify OneStream's technology and innovation story in the market.
• Establish a consistent cadence for reporting analyst and media insights to executives, marketing, and product teams-highlighting opportunities, risks, and perception shifts.
• Maintain an ongoing view of competitive coverage and analyst feedback, using insights to refine messaging and strengthen OneStream's positioning.
• Partner with Marketing Operations to define and report KPIs that measure influence, sentiment, and business impact of AR, Tech PR, and influencer initiatives.

Required Education and Experience

• 8+ years of experience writing product marketing or go-to-market content for B2B technology or SaaS companies.
• Proven experience creating product briefs, one-pagers, presentations, and customer-facing materials for enterprise audiences.
• Strong ability to translate complex product capabilities, technical concepts, and value propositions into clear, compelling messaging for delivery across all communications vehicles.
• Demonstrated experience partnering closely with product marketing managers and subject matter experts to develop accurate and differentiated content.
• Exceptional writing and editing skills, with a strong command of structure, clarity, and tone.
• Experience managing multiple reports and RFPs simultaneously and delivering high-quality work against deadlines.
• Bachelor's degree in Marketing, Communications, Journalism, English, or a related field, or equivalent professional experience.

Preferred Education and Experience

• Experience writing for enterprise software companies serving the Office of the CFO, finance, or analytics functions.
• Familiarity with product positioning frameworks, messaging hierarchies, and sales enablement best practices.
• Experience supporting product launches, feature announcements, or solution rollouts.
• Comfort collaborating with design partners to shape presentation decks and visual storytelling.
• Experience adapting content for multiple formats and channels, including web, campaigns, and sales enablement.
• Familiarity with SaaS, AI, analytics, or enterprise performance management platforms.

Knowledge, Skills, and Abilities

• Seasoned experience and familiarity with industry analyst firms and their methodologies including Gartner, Forrester, IDC, BARC, and others.
• Exceptional storytelling and executive communication skills, with a proven ability to distil technical and product innovation into compelling narratives.
• Experience in the enterprise software or technology industry required - preferably in the financial software space.
• Collaborative, proactive, and able to balance strategic and tactical execution.
• High emotional intelligence and discretion in managing sensitive or confidential information.

Travel

• Periodic travel is expected (up to 20%), including analyst events, media engagements, and OneStream Splash conferences in North America and EMEA.

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

Benefits at OneStream
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

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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