OnePlan

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

Product Marketing

• Own and evolve OnePlan’s positioning within the SPM and enterprise planning space
• Translate product capabilities, including AI-driven innovation, into clear, differentiated value for enterprise buyers
• Develop messaging that resonates across key stakeholders including CIOs, PMO leaders, and executive teams
• Ensure consistency of product narrative across website, campaigns, sales materials, and analyst communication
• Lead end-to-end go-to-market strategy for product launches and major enhancements
• Partner closely with Product, Sales, and Marketing to align on priorities and drive coordinated execution
• Support enterprise sales with strong narratives, deal positioning, and tailored messaging for complex cycles
• Act as the connective layer between Product Management, Marketing, and Sales
• Equip Sales with clear positioning, competitive context, and objection-handling frameworks
• Contribute to demand generation, content, and thought leadership with a strong product and market lens
• Own competitive intelligence across the SPM and enterprise planning landscape, including battlecards and win/loss insights
• Monitor market trends and competitor positioning to inform strategy and messaging
• Build and manage relationships with key analysts (Gartner, Forrester, IDC, and others), including briefings and research participation
• Leverage analyst insights to continuously refine positioning and go-to-market approach
• Gather insights from customers, analysts, and sales to understand market needs and buying behavior
• Translate insights into actionable recommendations for Product and Marketing
• Help ensure strong alignment between product direction and real market demand

Product Marketing Manager

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.

Compliance

• Own and manage OnePlan’s governance, risk, and compliance program across security and privacy frameworks
• Maintain the company’s compliance certifications including SOC 2 Type II, ISO 27001, and ISO 27701, ensuring ongoing audit readiness and successful surveillance audits and recertifications
• Coordinate with external auditors and manage evidence collection, control validation, and supporting documentation
• Maintain and update security policies, procedures, and internal documentation supporting compliance frameworks
• Maintain the company risk register and drive risk identification, assessment, and remediation activities across the organization
• Partner closely with Engineering and IT teams to implement and document security controls across the platform
• Lead OnePlan’s FedRAMP Moderate readiness initiative, including NIST 800-53 gap assessments and remediation planning
• Develop and maintain the System Security Plan (SSP) and associated FedRAMP documentation
• Prepare the organization for 3PAO assessment and establish processes for ongoing continuous monitoring
• Manage vendor risk assessments and third party security reviews
• Support enterprise and public sector security questionnaires, compliance reviews, and due diligence requests
• Ensure privacy and data protection practices align with GDPR and global privacy frameworks
• Support the ongoing operation of OnePlan’s ISO 27701 privacy program

Senior Governance, Risk & Compliance Lead

Technical Writer

• Become a subject matter expert in the OnePlan platform, with a strong understanding of how different tools are used across real workflows.
• Partner with Product Managers, Product Marketing, Engineers, Product Support, and Education & Training Team to create and maintain high-quality documentation, including user guides, integration and API documentation, and in-app content such as tooltips and onboarding prompts.
• Create and maintain learning resources that go beyond written documentation, including videos, demos, guided tours, and other interactive education formats.
• Manage and maintain the internal documentation ticketing system, addressing requests and issues from both customers and internal teams.
• Take complex concepts and explain them in clear, engaging ways that make sense to a wide range of users.
• Gather and incorporate feedback to continuously improve documentation clarity and usability.
• Act as an editor and reviewer to ensure documentation is consistent, accurate, and aligned across OnePlan.
• Track usage and feedback on training materials to help prioritize future documentation and learning initiatives.