Technical Account Manager

November 18

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OnePlan

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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.

51 - 200 employees

☁️ SaaS

🏢 Enterprise

📋 Description

• Act as the trusted technical partner for our customers, offering guidance, making configuration updates, and supporting them through their adoption of OnePlan. • 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. • Design, configure, and implement solutions directly in OnePlan and across Microsoft technologies. • Spot anything that is slowing customers down, whether technical or adoption related, and clear the path for them. Keep them moving forward without friction. • Break down complex ideas in a simple, relatable way so customers always feel informed and confident in what they are doing. • 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.

🎯 Requirements

• 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.

🏖️ 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 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!