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 Technical Account Manager, you own the health of your customer portfolio. This is an active partnership role. Not just support or check-ins.

You'll drive retention by identifying adoption gaps early, delivering hands-on improvements, and ensuring customers realize measurable value over time. Their effectiveness directly determines Gross Revenue Retention. This role requires candidates to be based in New Jersey with up to 75% travel to customer sites and events.

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. 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.

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.