Technical Solution Consultant

OnePlan Solutions • San Marcos, CA

17d • 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 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.

Requirements

• 3 to 5+ years of hands on technical implementation experience in a SaaS or consulting environment
• Strong, demonstrable proficiency with the Microsoft Power Platform, including Power BI (report/dashboard development), Power Apps (canvas and/or model driven apps), and Power Automate (flow design and automation)
• Solid working knowledge of Microsoft 365 and Microsoft Project, with experience integrating these tools into broader technical solutions
• Experience configuring and deploying Work Management or PPM platforms such as OnePlan, Microsoft Project Online, Smartsheet, Clarity PPM, or Planview
• Ability to connect business requirements to technical configurations and deliver outcome based solutions
• Strong communication skills with experience leading client engagements in a remote environment
• Ability to manage multiple projects and stakeholders with strong organizational skills
• Professionalism and resilience when navigating complex client environments or challenging technical scenarios

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

• Design, build, and deliver solutions using the Microsoft Power Platform and OnePlan's product suite, helping customers turn strategy into measurable outcomes
• Building and configuring solutions using Power Apps, Power Automate, Power BI, and the broader Microsoft 365 ecosystem to extend OnePlan and integrate with client environments
• Designing reports, dashboards, and automations in Power BI and Power Automate that give customers visibility into portfolios, resources, and financials
• Implementing and integrating PPM platforms such as OnePlan with an emphasis on technical configuration over advisory
• Configuring portfolios, project plans, resource plans, and financial tracking to support strategic prioritization and delivery
• Connecting systems across client ecosystems using APIs, connectors, and Microsoft technologies to create seamless workflows
• Supporting discovery sessions to understand business and technical requirements and translate them into platform configurations
• Partnering with customers throughout the delivery lifecycle, from requirements gathering through adoption, in a remote setting
• Delivering workshops, demos, and presentations that showcase what's technically possible with the solutions you've built

Benefits

• Comprehensive health, dental, and vision benefits, with additional insurance options
• Employer RRSP and 401K matching programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees