Technical Account Manager

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OnePlan

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🏢 Enterprise

SaaS • Enterprise

OnePlan is a comprehensive strategic portfolio and work management platform that empowers organizations to bridge strategy with execution across various levels of their enterprise. By integrating with popular tools such as Microsoft Teams, Azure DevOps, Jira, and more, OnePlan offers seamless project and resource management, enabling companies to optimize financial investments and increase transparency in resource workload. It supports both traditional and agile methodologies to maximize project success and deliver value. With its AI-driven platform, OnePlan provides a unified solution for strategic portfolio alignment, financial control, and resource optimization, aimed at enhancing operational efficiency and productivity across teams and projects.

📋 Description

• In this role, you are the technical partner our customers rely on. This is a post sales role. You'll guide them through their adoption of OnePlan by digging into their business needs, translating those needs into real configurations, and building solutions across OnePlan and the Microsoft ecosystem. • You discover what customers are trying to achieve, then design structured, scalable solutions in OnePlan, Power BI, Power Apps, and Power Automate that directly support those goals. • You build and configure solutions across OnePlan and the Power Platform. This includes creating workflows in Power Automate, building interfaces or components in Power Apps, and developing or modifying Power BI reports to support data driven decisions. • You support customers with both guidance and hands on configuration. Clients look to you for technical clarity, direction, and a deeper understanding of how to use OnePlan and the Microsoft tools that support it. • You identify technical or adoption roadblocks and clear them quickly so customers can keep moving without friction. • You translate complex technical ideas into clear explanations that help customers feel confident and informed. • You manage multiple customer engagements at once, work closely with product and delivery teams, and occasionally join onsite sessions to strengthen relationships and drive adoption.

🎯 Requirements

• Familiarity with the Microsoft Power Platform is critical for this role, including Power Apps, Power BI, and Power Automate. • You bring strong experience in Project Portfolio Management and a solid understanding of how organizations plan and deliver work. • 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.

🏖️ Benefits

• 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 Portfolio Management in 2019, 2020, 2021, 2022 and 2023. • 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. • A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!