OnePlan

HQ
San Diego
140 Total Employees

Jobs at OnePlan

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Recently posted jobs

14 Days AgoSaved
Remote
Canada
Fintech • Payments • Software • Financial Services
Design and maintain automation frameworks to test AI/LLM-driven features. Develop test strategies for non-deterministic outputs, run functional/regression/performance/API tests, track AI defects, integrate CI/CD pipelines, and collaborate with engineering, product, and UX teams to ensure AI quality and responsible AI practices.
21 Days AgoSaved
Remote
Canada
Fintech • Payments • Software • Financial Services
Lead client engagements for OnePlan implementations: act as primary client contact, manage schedules, budgets, scope and risks, run strategy workshops, support requirements gathering, collaborate with architects/consultants, and lead training and adoption activities.
21 Days AgoSaved
Remote
Canada
Fintech • Payments • Software • Financial Services
Lead discovery, implement and configure PPM/Work Management solutions (OnePlan, MS Project, Smartsheet), integrate Microsoft ecosystem tools, deliver workshops and demos, guide clients through delivery lifecycle, and drive adoption and stakeholder engagement for portfolio, resource, and financial tracking.
21 Days AgoSaved
Remote
United States
Fintech • Payments • Software • Financial Services
Lead client engagements for implementation of PPM/work-management solutions. Act as primary client contact, manage schedules, scope, budgets, risks, and status reporting. Facilitate workshops, discovery, requirements, user stories, and training. Coordinate with solution architects, consultants, and sales to ensure successful delivery and adoption.
21 Days AgoSaved
Remote
United States
Fintech • Payments • Software • Financial Services
Guide customers through discovery, implementation, integration, and adoption of PPM/work management solutions. Configure portfolios, plans, resources, and financial tracking; deliver workshops, demos and stakeholder communications; manage remote solution rollouts and ensure alignment to client strategy and value realization.
22 Days AgoSaved
Remote
27 Locations
Fintech • Payments • Software • Financial Services
Serve as the technical domain expert in enterprise pre-sales for SaaS PPM/SPM. Lead discovery, deliver tailored demos and proof-of-value, craft solution narratives, position OnePlan within Microsoft and enterprise tool ecosystems, and ensure smooth handoff to post-sales teams.
22 Days AgoSaved
In-Office or Remote
London, Greater London, England, GBR
Fintech • Payments • Software • Financial Services
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.
22 Days AgoSaved
Remote or Hybrid
United States
Fintech • Payments • Software • Financial Services
Own a portfolio of B2B SaaS customers to drive retention and adoption. Proactively identify adoption gaps, deliver hands-on configuration and integration improvements, lead strategic advisory and governance, support renewals and expansions, and coordinate across Support, Product, and Engineering to resolve complex technical issues.
22 Days AgoSaved
Remote
Ireland, IRL
Fintech • Payments • Software • Financial Services
Lead technical pre-sales for enterprise SaaS PPM/SPM opportunities: run discovery, deliver tailored demos, architect solutions, validate integrations (Microsoft ecosystem, Jira, ServiceNow), translate business challenges into measurable outcomes, and enable smooth handoff to post-sales teams.