Technical Account Manager

at  OnePlan Solutions

Cut down on your commute by joining OnePlan’s hybrid work setup. Experience the best of both worlds as you contribute to a tech-savvy and witty team, all from the comfort of your preferred location. At OnePlan Solutions we want our employees to achieve mastery and autonomy while empowering each other to achieve our goals. As an organization, this means optimizing the success of our customers through technology, learning, and expertise, all while having the courage to adapt. This openness to continuous improvement is at the core of our playbook and we take pride in nurturing and learning both within and outside the organization. Lastly, the best part about working at OnePlan is our guiding principle of “Have Fun”; we love to stay lighthearted and make sure our team members have the room to enjoy themselves each day.
As an award-winning global leader, our accolades, like the repeated Microsoft Partner of the Year awards for Project and Portfolio Management, are testaments to our commitment to excellence and innovation. Our credentials reflect our expertise in navigating and leading the digital transformation landscape.
https://oneplan.ai/about-us/
Role Summary: The Technical Account Manager (TAM) at OnePlan is not just a role; it is the heartbeat of our client partnerships. You will be the linchpin in delivering transformative solutions leveraging OnePlan and Microsoft technologies. Collaborating with Service Delivery, Customer Success, and Sales teams, you will ensure our service is synonymous with excellence and innovation.
This is a remote opportunity across North America, embracing diversity and flexibility, offering you the chance to be part of our trailblazing team from any location within North America.

KEY REQUIREMENTS:

• Strong organizational skills to manage multiple projects of different size and complexity.
• Stellar communication skills to simplify complex technical conversations.
• Must be able to travel to provide on-site consulting work to clients occasionally.

MUST-HAVE SKILLS:

• Advanced Expertise in Project Portfolio Management (PPM): Exhibit deep-seated knowledge and hands-on experience with PPM tools, coupled with an authoritative grasp of industry best practices. You will be expected to confidently guide strategic discussions and implement solutions that catalyze project success and organizational growth.
• Mastery of Microsoft Power Platform—Power Apps, Power BI, and Power Automate.

DESIRABLE SKILLS:

• Familiarity with the Microsoft technology ecosystem, including Project, SharePoint, Teams, and Azure, as well as Agile and DevOps methodologies.
• OnePlan and OneConnect experience.

MINIMUM QUALIFICATIONS:

• Bachelor’s degree in a relevant field.
• A proven track record in enterprise-level project management and process documentation.
• An innate ability to connect and communicate with customers, with a keen eye for detail and customer satisfaction.
  Become a part of OnePlan, where every day is an opportunity to innovate, impact, and inspire. We are not just offering you a job; we are inviting you to be part of a journey—a journey where your growth is as central to us as our client’s success.
  OnePlan is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
  This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. OnePlan makes hiring decisions based solely on qualifications, merit, and business needs at the time.
  OnePlan participates in the E-Verify program in certain locations as required by law.
  Upon receipt of an offer letter, candidates will be subject to a standard background check process

• Become our customers’ trusted advisors and technical allies, offering insightful guidance, meaningful configuration changes, and robust coaching to guarantee their successful adoption of OnePlan.
• Dive deep into client business objectives to deliver solutions that are not just satisfactory but exemplary.
• Engage hands-on with OnePlan and Microsoft technologies, ensuring the solutions you craft are perfect representations of our promise of operational excellence.
• Be the catalyst for removing any technical or adoption barriers to our customers’ success.