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

As a Solutions Engineer at OnePlan, you'll serve as the technical and domain expert throughout the enterprise pre-sales process. This role partners closely with our Sales team to support complex SaaS Strategic Portfolio Management and Project Portfolio Management sales cycles, translating customer business challenges into compelling solution narratives and delivering impactful demonstrations that drive deals forward. Enterprise Pre-Sales Execution Partner with Enterprise Sales leadership to define technical win strategies for high-value opportunities Lead solution discovery sessions to understand customer challenges, goals, and success criteria Deliver tailored product demonstrations, solution architecture discussions, and proof-of-value engagements Translate customer business challenges into solution narratives tied to measurable outcomes Ensure consistent articulation of OnePlan's value across strategy alignment, financial governance, capacity planning, and execution management Support seamless handoff from pre-sales to post-sales teams including Customer Success and Professional Services Technical & Domain Expertise Serve as a subject matter expert in SaaS PPM and SPM including portfolio financial management, capacity and resource planning, and delivery methodologies Guide positioning of OnePlan within the Microsoft ecosystem including Planner, Project, Azure DevOps, Power BI, and Teams, as well as enterprise platforms such as Jira and ServiceNow Maintain deep understanding of OnePlan's product capabilities, integrations, roadmap, and use cases Support solution standardization and technical validation across enterprise opportunities Cross-Functional Collaboration Collaborate closely with Sales, Marketing, Product, and Customer Success to support a cohesive customer journey Partner with Product Management to provide structured field feedback and influence roadmap prioritization Support enablement initiatives including demo standardization and competitive positioning Contribute to customer events, webinars, and executive briefings as needed 5+ years of experience in enterprise SaaS including Solution Engineering, Sales Engineering, or technical pre-sales roles Strong domain expertise in PPM, SPM, EPM, Agile at scale, or enterprise work management Proven success supporting large and complex enterprise sales cycles with multiple stakeholders Experience presenting to executive audiences including CIO, CTO, CFO, PMO, or transformation leaders Strong business acumen with the ability to connect technology solutions to financial and strategic outcomes Excellent communication, storytelling, and presentation skills Bonus Points Experience selling into or alongside the Microsoft ecosystem Background in management consulting, enterprise PMO, or digital transformation initiatives Familiarity with AI-driven planning, analytics, or decision support platforms Experience working in a high-growth SaaS environment We’re a remote-first company with team members across the USA, Canada, UK, and India!