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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.
Job Responsibility
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
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
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
Requirements
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
Nice to have
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