[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