OnePlan

Account Executive

• Manage the full sales cycle from prospecting to close for enterprise accounts
• Work directly with C-suite and senior leaders to understand their goals and map OnePlan’s solutions to their priorities
• Deliver tailored demos and lead technical discovery alongside our Solution Consultants
• Build and configure use cases and guide customers through pilots and trial
• Create territory plans and account strategies that support a strong, healthy pipeline
• Build trusted relationships with prospects, partners, and internal teams
• Prepare and negotiate pricing, SOWs, and contract terms
• Maintain accurate pipeline and forecasts in Salesforce
• Work closely with Customer Success and Product to ensure smooth handoffs and long-term customer value
• Identify upsell and cross-sell opportunities within existing accounts
• Stay plugged into industry trends, Microsoft ecosystem programs, and competitive movements

Senior Account Executive, EMEA

• 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.******About the Role ****This is a strategic sales role where you’ll own your business end to end. You’ll work closely with enterprise prospects, dig into their business challenges, and guide them toward solutions that make sense for where they are and where they want to go. If you’re someone who is comfortable in complex sales cycles, enjoys consultative conversations, and thrives with a lot of autonomy, you’ll feel right at home here.

Account Executive, Small Business Accounts

Consultant

• Leading discovery sessions to understand business needs and translate them into OnePlan configurations
• Implementing and integrating PPM or Work Management platforms such as OnePlan, Microsoft Project Online, or Smartsheet
• Configuring portfolios, project plans, resource plans, and financial tracking to support strategic prioritization and delivery
• Using Microsoft technologies such as Project, Power BI, Power Automate, and Microsoft 365 to extend solutions and connect with client ecosystems
• Partnering with clients throughout the delivery lifecycle from requirements gathering through adoption
• Delivering workshops, demos, and presentations that show clients the possibilities of their solutions
• Managing solution rollouts in a remote setting while keeping stakeholders engaged and informed

Solution Consultant

Customer Success Manager

• Onboard new customers effectively, transitioning them from initial deployment to post-deployment success plans.
• Develop success plans for customers, outlining their key success factors and recommendations.
• Conduct regular check-ins through Monthly or Quarterly Success Reviews to measure progress and identify areas for improvement.
• Collaborate with Professional Services to identify new opportunities and assist in transitions following deployments.
• Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion.
• Monitor customer adoption of OnePlan’s features and functionality, ensuring alignment with their business needs.
• Facilitate renewals of subscriptions and support agreements, minimizing churn by maximizing customer satisfaction.
• Collect customer feedback, collaborate with product and engineering teams, and ensure customer input is funneled into product roadmaps.
• Act as a trusted customer advocate and thought leader, both internally and externally, sharing your insights and experiences.

Technical Account Manager

• 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.
• 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.

Senior Account Executive

QA Engineer

• Create quality plans and set testing standards that raise the bar for our products • Write and maintain test cases, and execute both manual and automated tests • Test application functionality, performance, and scalability to ensure reliability at scale • Collaborate closely with developers, product managers, and other teams to deliver high-quality web applications and services • Support the entire product development lifecycle by identifying issues early and influencing product direction with a quality-first mindset • Work within a dynamic, agile environment, using the latest web technologies to solve real problems for our customers.

Software Quality Assurance Engineer

Software Engineer

• As an Application Developer, you’ll bring rich, intuitive interfaces to life for our AI-driven Strategic Portfolio and Work Management solutions.
• Your time will be spent on modern UI features and backend development.
• You’ll play a critical role in driving innovation, delivering high-performance, scalable features that set new standards for project and program management solutions.
• Design, develop, and enhance responsive, accessible, and high-performance user interfaces.
• Implement component-driven architecture.
• Integrate frontend applications with backend APIs (REST, GraphQL).
• Contribute to backend services using C#, .NET, and Azure Functions.
• Develop and maintain APIs, optimize queries, and ensure secure authentication/authorization flows.
• Partner with product managers, UX/UI designers, and developers to ensure seamless user experiences.
• Collaborate to define technical requirements and solutions that meet the strategic objectives of the product.
• Translate design mockups (Figma, Sketch) into maintainable, scalable UI code.
• Write clean, maintainable, and testable code following industry best practices.
• Conduct code reviews and contribute to shared component libraries.
• Troubleshoot and resolve UI and API integration issues.
• Stay up to date with the latest in frontend frameworks, performance optimization, accessibility standards (WCAG), and DevOps practices.

Application Developer

Business Development Rep

• Outreach Activities: Initiate targeted outreach to high-value companies to generate interest in OnePlan.
• Deliver Value Proposition: Create compelling messaging by leveraging a comprehensive understanding of OnePlan's features and benefits, coupled with a diverse knowledge of each company’s distinctive attributes.
• Metric-Driven Approach: Meet & Exceed weekly Key Performance Indicator (KPI) targets to execute a consistent sales process - while collecting data on successful strategies to inform iterative improvements and enhance overall team performance.
• Curiosity: Act as a thought leader in the Project Management domain, providing unique insights to customers and challenging their existing perspectives when needed.
• Collaboration: Engage in regular communication with your team and the broader company to exchange success stories and address sales challenges effectively.

Business Development Representative – BDR

Product Specialist

• Build deep product knowledge across OnePlan products
• Troubleshoot technical issues, identify root causes, and develop clear solutions or workarounds
• Support customers and partners directly via chat, email, or video—offering expert guidance and actionable solutions
• Create and maintain knowledgebase articles, FAQs, and support documentation
• Reproduce issues, file detailed bug reports, and collaborate with engineering to resolve them
• Assist in developing tools and resources that make technical support more efficient
• Serve as a key point of escalation for technical issues during implementations
• Collaborate with internal teams to ensure a smooth handoff from project delivery to ongoing support
• Provide technical guidance and product training to clients and internal stakeholders
• Track and report on technical support progress and contribute to continuous improvement
• Participate in testing to ensure product enhancements function as intended
• Support clients through go-live and adoption phases, ensuring a smooth transition and high satisfaction.

Full-stack Engineer

• As a Full Stack Product Developer, you’ll bring rich, intuitive interfaces to life for our AI-driven Strategic Portfolio and Work Management solutions. About 70% of your time will be spent on modern UI development and 30% on the backend.
• Design, develop, and enhance responsive, accessible, and high-performance user interfaces.
• Implement component-driven architecture.
• Integrate frontend applications with backend APIs (REST, GraphQL).
• Contribute to backend services using C#, .NET, and Azure Functions.
• Develop and maintain APIs, optimize queries, and ensure secure authentication/authorization flows.
• Partner with product managers, UX/UI designers, and developers to ensure seamless user experiences.
• Collaborate to define technical requirements and solutions that meet the strategic objectives of the product.
• Translate design mockups (Figma, Sketch) into maintainable, scalable UI code.
• Write clean, maintainable, and testable code following industry best practices.
• Conduct code reviews and contribute to shared component libraries.
• Troubleshoot and resolve UI and API integration issues.
• Stay up to date with the latest in frontend frameworks, performance optimization, accessibility standards (WCAG), and DevOps practices.

Full Stack Product Developer

• As a Full Stack Product Developer, you’ll bring rich, intuitive interfaces to life for our AI-driven Strategic Portfolio and Work Management solutions.
• About 70% of your time will be spent on modern UI development and 30% on the backend.
• You’ll play a critical role in driving innovation, delivering high-performance, scalable features that set new standards for project and program management solutions.
• Design, develop, and enhance responsive, accessible, and high-performance user interfaces.
• Implement component-driven architecture.
• Integrate frontend applications with backend APIs (REST, GraphQL).
• Contribute to backend services using C#, .NET, and Azure Functions.
• Develop and maintain APIs, optimize queries, and ensure secure authentication/authorization flows.
• Partner with product managers, UX/UI designers, and developers to ensure seamless user experiences.
• Collaborate to define technical requirements and solutions that meet the strategic objectives of the product.
• Translate design mockups (Figma, Sketch) into maintainable, scalable UI code.
• Write clean, maintainable, and testable code following industry best practices.
• Conduct code reviews and contribute to shared component libraries.
• Troubleshoot and resolve UI and API integration issues.
• Stay up to date with the latest in frontend frameworks, performance optimization, accessibility standards (WCAG), and DevOps practices.

• Create quality plans and set testing standards that raise the bar for our products
• Write and maintain test cases, and execute both manual and automated tests
• Test application functionality, performance, and scalability to ensure reliability at scale
• Collaborate closely with developers, product managers, and other teams to deliver high-quality web applications and services
• Support the entire product development lifecycle by identifying issues early and influencing product direction with a quality-first mindset
• Work within a dynamic, agile environment, using the latest web technologies to solve real problems for our customers.