Note: The job is a remote job and is open to candidates in USA. OnePlan is a company specializing in AI-enabled solutions for strategic portfolio and resource management. They are seeking a Technical Account Manager who will own the health of customer portfolios, drive retention, and ensure customers realize measurable value over time.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- 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
- Candidates must be based in New Jersey with up to 75% travel to customer sites and events
- 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
- 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!
Company Overview
OnePlan is an IT company that specializes in automation, digital transformation, strategic and adaptive portfolio management services. It was founded in 2020, and is headquartered in San Diego, California, USA, with a workforce of 51-200 employees. Its website is https://oneplan.ai.Company H1B Sponsorship
OnePlan has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role.