Lead client engagements for implementation of PPM/work-management solutions. Act as primary client contact, manage schedules, scope, budgets, risks, and status reporting. Facilitate workshops, discovery, requirements, user stories, and training. Coordinate with solution architects, consultants, and sales to ensure successful delivery and adoption.
This starts as a 1099 contract engagement, and while we're hiring for an immediate need, we're also building for the long term. There's a real possibility of converting to a permanent full-time role down the road, depending on fit and how the business grows.
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.
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.
What You’ll Do at OnePlan
Engagement Managers at OnePlan play a central role in guiding our clients through successful solution delivery. You will be the primary point of contact for customers, ensuring that projects are well planned, risks are managed, and outcomes align with business goals. This role combines project leadership, client management, and collaboration with sales and technical teams to ensure long-term client success.
Your day to day will include:
- Acting as the main contact for customers and managing day-to-day interactions
- Creating and maintaining project schedules with milestones and tasks
- Providing weekly project status reports and updates to clients
- Managing budgets, project scope, and change requests, including estimates and change orders
- Leading business strategy workshops and producing phased roadmaps based on client needs
- Guiding sprint grooming, requirements gathering, and user story development
- Supporting Solution Consultants with requirement documentation, process flows, and configuration specifications
- Participating in discovery sessions to understand client objectives and system needs
- Collaborating with Solution Architects and Consultants to design solutions that meet client requirements
- Leading or supporting end-user training and adoption activities
Our Ideal Fit
- 3 to 5+ years of hands-on implementation experience with PPM or Work Management platforms such as OnePlan, Microsoft Project Online, Clarity PPM, Planview, or Smartsheet, in a SaaS or consulting environment
- Proven project management experience, preferably at the enterprise level
- Strong process analysis, design, and documentation skills
- Excellent MS Office and Microsoft product knowledge
- Ability to learn and master new technologies with a technical and analytical mindset
- Exceptional communication and interpersonal skills
- Detail-oriented and customer-focused with a consultative approach
- Strong organizational skills and ability to manage multiple projects simultaneously
Bonus points if you have
- PMP, Scrum Master, or SAFe certifications
- Microsoft Certified Professional credential
- Experience with tools such as Visio, MS Project, and relational databases
- Business process redesign or consulting experience
- Systems implementation background, including requirements analysis, design, configuration, testing, training, and change management
More Reasons Why You Should Apply!
- 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 and Portfolio Management in 2019, 2020, 2021, and 2022.
- 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!
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
About
OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.
Similar Jobs
Enterprise Web • Fintech • Payments • Software • Financial Services
Lead technical presales for Narmi's commercial banking platform: assess prospect needs, deliver tailored demos, map product solutions, coordinate with product/implementation/customer success, manage multiple enterprise deals, and use technical knowledge to demonstrate business value and close sales.
Top Skills:
CSSDigital Banking PlatformsHTMLJavaScriptNarmi
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Lead a team to design, build, and roll out integrated Total Rewards solutions. Define strategy and roadmaps, partner with TR, IT, and stakeholders, manage sourcing and vendors, ensure delivery governance, drive adoption and metrics, and enable scalable, data-driven HR solutions.
.png){kind=logo}
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Hands-on communications role on the Cyber Security team to plan and execute integrated campaigns, run HubSpot marketing automation, create multi-format content, drive awareness and adoption of cyber tools, manage intranet/training content, coordinate vendors/events, and translate technical topics for business audiences.
Top Skills:
Ai-Enabled ToolsCamtasiaEmail MarketingHubspotPowerappsPower BIPowerPointSharepointVyond
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
