Technical Account Manager

OnePlan Solutions•San Marcos, CA

33d•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 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. Your expertise in PPM, Power Apps, Power Automate, and Power BI is at the core of the work. You’ll be the one removing technical barriers, shaping how customers use the platform, and ensuring they get the full value out of it. Here is what the day to day looks like: Business Centric Solutions 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. Hands On Engagement 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. Customer Advisor and Technical Ally 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. Barrier Removal You identify technical or adoption roadblocks and clear them quickly so customers can keep moving without friction. Effective Communication You translate complex technical ideas into clear explanations that help customers feel confident and informed. Project Management and Collaboration 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.

Nice To Haves

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.

Responsibilities

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.
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.
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.
Identify technical or adoption roadblocks and clear them quickly so customers can keep moving without friction.
Translate complex technical ideas into clear explanations that help customers feel confident and informed.
Manage multiple customer engagements at once, work closely with product and delivery teams, and occasionally join onsite sessions to strengthen relationships and drive adoption.

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!

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