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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 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. 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.
Job Responsibility
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
Requirements
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
Nice to have
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
What 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