Technical Account Manager

OnePlan

Technical Account Manager managing customer portfolios at OnePlan, specializing in AI-enabled solutions for project management. Driving engagement, retention, and strategic advisory for clients.

Posted 6/18/2026full-timeSan Marcos • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

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Hard Skills

customer engagementcustomer retentionconfiguration supportintegration troubleshootingdata modelscustomer health scoring frameworksProject Portfolio ManagementAgile methodologiesDevOps methodologiesreporting

Soft Skills

communicationrelationship buildingproblem-solvingstrategic advisorygovernance coachingportfolio managementexecutive briefingsaccount recoveryproactive optimizationstakeholder management

Tools & Technologies

Power BIPower AutomateOnePlanMicrosoft ProjectSharePointTeamsAzureMicrosoft 365B2B SaaScustomer success tools

Industry Keywords

customer successTAMsolutions consultantretention outcomesenvironment reviewsrenewal planningportfolio maturityadoption barriersengagement cadenceshealth signals

Tech Stack

Tools & technologies

Azure

About the role

Key responsibilities & impact

Customer Engagement & Retention
- Own a portfolio of Advantage customers and maintain structured monthly and quarterly engagement cadences.
- Track and document customer health signals including adoption depth, engagement frequency, open issues, sponsor stability and act on deteriorating trends before they escalate.
- Build multi-threaded relationships across customer organizations, not just with a single point of contact.
- Manage at-risk accounts with structured re-engagement plans; escalate when necessary.
Proactive Optimization
- Conduct regular environment reviews and deliver hands-on improvements: configuration, workflows, performance, and reporting.
- Maintain a value log for each customer—documenting optimizations made, issues resolved, and outcomes delivered, to support renewal conversations with evidence.
- Identify and remove adoption barriers before customers experience them as friction.
Strategic Advisory
- Facilitate Customer Success Plans and quarterly roadmap sessions tied to each customer’s business objectives.
- Provide governance coaching and portfolio maturity guidance as customer needs evolve.
- Participate in renewal planning 90+ days in advance; partner with Sales when expansion opportunities arise.
Technical Execution
- Deliver remote configuration support, integration troubleshooting, and release impact guidance.
- Leverage Power BI, Power Automate, and OnePlan APIs to support reporting and automation needs.
- Coordinate across Support, Product, and Engineering to resolve complex issues efficiently.

Requirements

What you’ll need

3+ years in a TAM, Customer Success, or Solutions Consultant role in a B2B SaaS environment.
Demonstrated ability to manage a portfolio of accounts with measurable retention outcomes.
Strong technical proficiency. Comfortable diagnosing configuration issues, reading data models, and supporting integrations.
Excellent communication in high-stakes conversations: difficult renewals, executive briefings, at-risk account recovery.
Experience with Project Portfolio Management (PPM) concepts and tools.
Proficiency with Microsoft Power Platform: Power BI, Power Apps, Power Automate.
Bonus Points
Hands-on experience with OnePlan or Microsoft Project.
Familiarity with SharePoint, Teams, Azure, and the Microsoft 365 ecosystem.
Experience with Agile and DevOps delivery methodologies.
Prior experience building or contributing to customer health scoring frameworks.

Benefits

Comp & perks

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 Portfolio Management in 2019, 2020, 2021, 2022 and 2023.
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!