Serve as the technical pre-sales expert for enterprise SaaS PPM/SPM deals: lead discovery, deliver tailored demos and proof-of-value, translate business challenges into solution narratives tied to measurable outcomes, position OnePlan within the Microsoft and enterprise ecosystem, and support handoffs to post-sales teams while influencing product roadmap and enablement.
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.
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.
What You’ll Do at OnePlan
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
Our Ideal Fit
- 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
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 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!
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.
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