Solution Consultant

OnePlan Solutions • San Marcos, CA

10h • Remote

About The Position

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
Solution Consultants play a key role in helping our customers get the most out of OnePlan. You will guide customers through discovery, implementation, and adoption, ensuring the solutions we deliver align with their strategy and create measurable value.

Requirements

• 5 to 8+ years of hands-on implementation experience with PPM or Work Management platforms such as OnePlan, Microsoft Project Online, Clarity PPM, Planview, or Smartsheet, in a SaaS or consulting environment
• Familiarity with the Microsoft ecosystem including Project, Power Platform, and Microsoft 365 with experience integrating them into broader solutions
• Understanding of PPM and SPM concepts such as capacity planning, time tracking, benefits realization, and resource management
• Consultative mindset with the ability to map business processes to system configurations and deliver outcome-based solutions
• Professionalism and resilience when navigating complex client environments or challenging situations
• Strong communication skills with experience leading client engagements in a remote environment
• Ability to manage multiple projects and stakeholders with strong organizational skills

Nice To Haves

• Experience supporting PMOs or enterprise transformation programs
• Exposure to financial tracking or portfolio prioritization frameworks
• A background in consulting or professional services roles

Responsibilities

• Leading discovery sessions to understand business needs and translate them into OnePlan configurations
• Implementing and integrating PPM or Work Management platforms such as OnePlan, Microsoft Project Online, or Smartsheet
• Configuring portfolios, project plans, resource plans, and financial tracking to support strategic prioritization and delivery
• Using Microsoft technologies such as Project, Power BI, Power Automate, and Microsoft 365 to extend solutions and connect with client ecosystems
• Partnering with clients throughout the delivery lifecycle from requirements gathering through adoption
• Delivering workshops, demos, and presentations that show clients the possibilities of their solutions
• Managing solution rollouts in a remote setting while keeping stakeholders engaged and informed

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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed