Responsibilities

• Own the Go-To-Market strategy for the Financial Services industry with a primary focus on Banking, including regional banks, super regionals, credit unions, and diversified financial institutions.
• Serve as the internal banking subject-matter expert, translating industry trends, regulatory pressures, and operational challenges into differentiated positioning and field-ready messaging.
• Design and execute vertical GTM plays that drive pipeline growth, improve win rates, and expand average deal size across the banking sector.
• Partner closely with Sales leadership to embed banking plays into account strategies, deal pursuits, and territory planning.
• Develop industry-specific messaging, value narratives, and use-case frameworks that resonate with CFOs, FP&A leaders, risk teams, and IT decision-makers.
• Own sales enablement for the banking vertical, including the development of playbooks, talk tracks, competitive battlecards, and ROI and business case tools.
• Lead cross-functional GTM planning for banking-specific launches, campaigns, field events, and executive programs.
• Collaborate with Field Marketing to activate industry campaigns, ABM programs, webinars, and in-person events.
• Drive buyer persona development and industry research to uncover new opportunities and inform product and GTM strategy.
• Partner with Competitive Intelligence to develop banking-specific competitive positioning and win strategies.
• Influence product roadmap priorities by providing market, customer, and competitive insights from the banking vertical.
• Build a strong customer advocacy program within Financial Services, including case studies, videos, and reference accounts.
• Represent OneStream as a banking thought leader at industry conferences, analyst briefings, and customer events.
• Track and report success metrics, including pipeline influence, win rates, ACV growth, and campaign performance.