- Professional
At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.
What Makes us Unique?
What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.
What You’ll Do at OnePlan
As a Technical Account Manager (TAM), you’ll play a vital role in ensuring our customers’ successful adoption of OnePlan by acting as their trusted technical advisor and partner. You’ll collaborate closely with clients, diving deep into their business needs, crafting customized solutions, and ensuring they leverage OnePlan’s full capabilities. With your expertise in Project Portfolio Management (PPM) and Microsoft technologies, you will lead the charge in removing any technical barriers, fostering long-term success for our customers.
Here is what the day to day looks like:
Here is what the day to day looks like:
Customer Advisor and Technical Ally
- Act as the trusted technical partner for our customers, offering guidance, making configuration updates, and supporting them through their adoption of OnePlan. This is the relationship side of the work where clients lean on you for clarity and direction.
Business Centric Solutions
- Spend time understanding what clients are trying to achieve and why. From there, shape solutions that genuinely support their goals and help them run their portfolio and projects more effectively.
Hands On Engagement
- Design, configure, and implement solutions directly in OnePlan and across Microsoft technologies. This is hands on problem solving and building, not just advising.
Barrier Removal
- Spot anything that is slowing customers down, whether technical or adoption related, and clear the path for them. Keep them moving forward without friction.
Effective Communication
- Break down complex ideas in a simple, relatable way so customers always feel informed and confident in what they are doing.
Project Management and Collaboration
- Manage several customer engagements at once, keeping everything organized and moving. Some engagements will include on site visits where you can work closely with clients and build stronger relationships.
Our Ideal Fit
- You bring strong experience in Project Portfolio Management and a solid understanding of how organizations plan and deliver work.
- Comfort with the Microsoft Power Platform is important, including Power Apps, Power BI, and Power Automate.
- Strong organizational habits make a big difference here, especially when juggling several customer engagements at once.
- Clear communication is key. You know how to take something technical and explain it in a way that feels simple and grounded for non technical audiences.
- You enjoy building relationships and supporting customers through their full journey with OnePlan, from early adoption to long term success.
Bonus Points
- Familiarity with the broader Microsoft ecosystem, especially Project, SharePoint, Teams, and Azure.
- An understanding of Agile or DevOps practices and how teams use them day to day.
- Experience working with OnePlan or OneConnect. Even light exposure goes a long way here.
- A comfort level with solving messy or unclear technical problems. Some customers show up with half a process and half an idea, and you can help them shape it into something workable.
- Any background supporting enterprise-level environments or complex system integrations is always appreciated.
More Reasons Why You Should Apply!
- We’re a remote-first company with team members across the USA, Canada, UK, and India!
- OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
- We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
- We offer comprehensive health, dental, and vision benefits, with additional insurance options.
- Employer RRSP and 401K matching programs.
- A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
