[Remote] Technical Account Manager
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
Company H1B Sponsorship