Talent.com
Technical Account Manager
Technical Account ManagerOnePlan Solutions • San Marcos, California, US
Technical Account Manager

Technical Account Manager

OnePlan Solutions • San Marcos, California, US
6 days ago
Job type
  • Full-time
  • Remote
  • Quick Apply
Job description

Description

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.
  • Our Ideal Fit

  • 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.
  • Bonus Points

  • 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.
  • More Reasons Why You Should Apply!

  • 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!
  • 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.

    D isclaimer : 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.

    Ready to Apply?

    Check out what it’s like to work at OnePlan and learn more about us at  https : / / oneplan.ai /

    OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.

    Create a job alert for this search

    Technical Account Manager • San Marcos, California, US

    Related jobs
    Technical Delivery Manager

    Technical Delivery Manager

    Axos Bank • San Diego, CA, United States
    Full-time
    A Technical Delivery Manager is responsible for delivery planning and executing complex software projects while championing development teams toward meeting deadlines successfully.This dynamic role...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager (Columbus, OH)

    Account Manager (Columbus, OH)

    Sonepar Management US • San Diego, CA, US
    Full-time
    Irby Utilities is uniquely positioned to provide dynamic solutions to essential utility services impacting our local and broader communities. In this role, you will forge lasting business relationsh...Show more
    Last updated: 17 days ago • Promoted
    Account Manager

    Account Manager

    The Shipyard • San Diego, CA, US
    Full-time
    Quick Apply
    The Shipyard is a leading, independent agency that builds performance-driven brands audiences can’t help but love.By applying modern mindsets to established models, we fuel brand and marketing deci...Show more
    Last updated: 30+ days ago
    Technical Key Account Manager for eCommerce solutions

    Technical Key Account Manager for eCommerce solutions

    Scandiweb • San Diego, CA, US
    Full-time
    Technical Key Account Manager for eCommerce Solutions.For every person joining us for any position, there is a path and an opportunity to reach an executive role and become a company partner.Antons...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Stone Hendricks Group • San Diego, CA, US
    Full-time
    Provide service to clients in conjunction with the Risk Advisor or Executive Client Manager while providing assistant level support to the team members per the Client Administrator job description....Show more
    Last updated: 30+ days ago • Promoted
    AT&T Account Manager

    AT&T Account Manager

    Cycles Consulting, Inc. • San Diego, CA, US
    Full-time
    As a trusted business consultancy firm in San Diego, we’re on the lookout for AT&T Account Managers who know how to build relationships, close deals, and drive performance.You’ll be the strategic l...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Account Manager

    Strategic Account Manager

    LRN • San Diego, CA, US
    Full-time
    LRN is the world's leading dedicated ethics and compliance SaaS company, helping more than 30 million people every year navigate complex regional and global regulatory environments and build ethica...Show more
    Last updated: 3 days ago • Promoted
    Product & Data Partnership Account Manager : 25-05655

    Product & Data Partnership Account Manager : 25-05655

    Akraya Inc • San Diego, California, United States
    Full-time
    Quick Apply
    Account Management (Expert), Contracts and Partner onboarding (Expert), Product Development (Advanced), Digital Marketing (Advanced), Compliance (Intermediate). San Diego, CA (#LI-Hybrid Role).The T...Show more
    Last updated: 30+ days ago
    Customer Success & Account Manager (CSAM)

    Customer Success & Account Manager (CSAM)

    Complexio • San Diego, CA, US
    Full-time
    Complexio's Foundational Ai Platform.Complexio's Foundational AI platform automates business processes by ingesting and understanding complete enterprise databoth structured and unstructured.Throug...Show more
    Last updated: 3 days ago • Promoted
    Staff Technical Program Manager - CG

    Staff Technical Program Manager - CG

    Intuit • San Diego, CA, US
    Full-time
    We are looking for creative problem solvers with a passion for tackling tough customer problems to join our team and serve as a program leader, with responsibility for delivering business outcomes....Show more
    Last updated: 1 hour ago • Promoted • New!
    Technical Program Manager

    Technical Program Manager

    Raft • San Diego, CA, United States
    Full-time
    All of the programs we support require.All work must be conducted within the continental U.Distributed Data Systems, Platforms at Scale, and Complex Application Development, with headquarters in Mc...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager

    Account Manager

    SmartFinancial • San Diego, CA, US
    Full-time
    Quick Apply
    Join SmartFinancial : Empowering Insurance Agents with Cutting-Edge Technology.Welcome to SmartFinancial, where our mission is clear : to drive growth and success for insurance agencies through our i...Show more
    Last updated: 30+ days ago
    San Diego Territory Account Manager

    San Diego Territory Account Manager

    Specified Sales, Inc. • San Diego, California, United States
    Full-time
    Specified Sales Inc, an independent sales firm covering the Southern California market and specializing in premium commercial building products as manufacturer representatives, has an immediate ope...Show more
    Last updated: 8 days ago • Promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Gpac • Temecula, California, United States
    Full-time
    Quick Apply
    Position : Commercial Insurance Account Manager .Working for an Insurance Agency.Accurately input policy updates and account information. Communicate with client, producer, and carrier underwrit...Show more
    Last updated: 30+ days ago
    account manager

    account manager

    BrightView Landscapes • San Diego, CA, US
    Full-time
    The Best Teams are Created and Maintained Here.The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that pro...Show more
    Last updated: 30+ days ago
    Territory Account Manager

    Territory Account Manager

    Syneos Health / inVentiv Health Commercial LLC • San Diego, CA, United States
    Full-time
    You have what it takes : a competitive drive coupled with exceptional sales ability.In this role, you will demonstrate.The ability to thrive in a fast-paced, complex environment and work with HCPs t...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager

    Account Manager

    TradeJobsWorkForce • 92199 San Diego, CA, US
    Full-time
    Account Manager Job Duties : Manage multiple accounts, ensuring that a high level of customer ret...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager I - III

    Account Manager I - III

    MedImpact • San Diego, CA, US
    Full-time
    MedImpact Healthcare Systems, Inc.Why join MedImpact? Because our success is dependent on you; innovative professionals with top notch skills who thrive on opportunity, high performance, and teamwo...Show more
    Last updated: 30+ days ago • Promoted