OnePlan ยท 1 month ago
Technical Account Manager
United States
Full-time
Remote
Mid LevelOnePlan is a company that specializes in creating AI-enabled solutions for strategic portfolio and resource management. The Technical Account Manager will act as a technical partner for customers, guiding them through the adoption of OnePlan and ensuring they derive maximum value from the platform and Microsoft tools.
Information and Communications Technology (ICT)IT ManagementProfessional Services
Responsibilities
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
Qualification
Required
Familiarity with the Microsoft Power Platform is critical for this role, including Power Apps, Power BI, and Power Automate
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
Preferred
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
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
Company
OnePlan
OnePlan is an IT company that specializes in automation, digital transformation, strategic and adaptive portfolio management services.
Founded in 2020
51-200 employees
H1B Sponsorship
OnePlan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Aldrich Capital Partners
2023-07-12Private Equity
Leadership Team
Joe Larscheid
Board Member
Recent News
Company data provided by crunchbase