Technical Account Manager

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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.

Department: Customer Success

Employment Type: Permanent - Full Time

Location: Canada (Remote)

Our commitment to delivering powerful solutions and fostering a culture of collaboration sets OnePlan apart. 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 and empowering organizations to succeed in a rapidly changing business landscape.

In this post‑sales role, you guide customers through their adoption of OnePlan, translating business 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 central to your work. You remove technical barriers, shape how customers use the platform, and ensure they receive the full value.

• Discover what customers are trying to achieve and 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, including creating workflows in Power Automate, building interfaces or components in Power Apps, and developing or modifying Power BI reports.
• Support customers with guidance and hands‑on configuration, providing technical clarity and direction.
• 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.

• Familiarity with the Microsoft Power Platform (Power Apps, Power BI, Power Automate).
• Strong experience in Project Portfolio Management and a solid understanding of how organizations plan and deliver work.
• Strong organizational habits for juggling several customer engagements.
• Clear communication skills, able to explain technical concepts in simple, grounded terms.
• Enthusiasm for building relationships and supporting customers through the full journey with OnePlan.

• Familiarity with the broader Microsoft ecosystem, especially Project, SharePoint, Teams, and Azure.
• Understanding of Agile or DevOps practices and how teams use them day to day.
• Experience working with OnePlan or OneConnect.
• Comfort with solving messy or unclear technical problems.
• Background supporting enterprise‑level environments or complex system integrations.

• Remote‑first company with team members across the USA, Canada, UK, and India.
• Recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management (2019–2022).
• Named a “Strong Performer” in the latest Forrester Strategic Portfolio Management WAVE report.
• Comprehensive health, dental, and vision benefits, plus additional insurance options.
• Employer RRSP and 401(k) matching programs.
• Fun, collaborative, and diverse environment with regular health and team challenges.

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.

Upon receipt of an offer letter, candidates will be subject to a standard background check process.

Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.

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