The Role
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.
Summary Generated by Built In
This starts as a 1099 contract engagement, and while we're hiring for an immediate need, we're also building for the long term. There's a real possibility of converting to a permanent full-time role down the road, depending on fit and how the business grows.
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.
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 Makes us Unique?
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. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.
What You’ll Do at OnePlan
Engagement Managers at OnePlan play a central role in guiding our clients through successful solution delivery. You will be the primary point of contact for customers, ensuring that projects are well planned, risks are managed, and outcomes align with business goals. This role combines project leadership, client management, and collaboration with sales and technical teams to ensure long-term client success.
Your day to day will include:
- Acting as the main contact for customers and managing day-to-day interactions
- Creating and maintaining project schedules with milestones and tasks
- Providing weekly project status reports and updates to clients
- Managing budgets, project scope, and change requests, including estimates and change orders
- Leading business strategy workshops and producing phased roadmaps based on client needs
- Guiding sprint grooming, requirements gathering, and user story development
- Supporting Solution Consultants with requirement documentation, process flows, and configuration specifications
- Participating in discovery sessions to understand client objectives and system needs
- Collaborating with Solution Architects and Consultants to design solutions that meet client requirements
- Leading or supporting end-user training and adoption activities
Our Ideal Fit
- 3 to 5+ years of hands-on implementation experience with PPM or Work Management platforms such as OnePlan, Microsoft Project Online, Clarity PPM, Planview, or Smartsheet, in a SaaS or consulting environment
- Proven project management experience, preferably at the enterprise level
- Strong process analysis, design, and documentation skills
- Excellent MS Office and Microsoft product knowledge
- Ability to learn and master new technologies with a technical and analytical mindset
- Exceptional communication and interpersonal skills
- Detail-oriented and customer-focused with a consultative approach
- Strong organizational skills and ability to manage multiple projects simultaneously
Bonus points if you have
- PMP, Scrum Master, or SAFe certifications
- Microsoft Certified Professional credential
- Experience with tools such as Visio, MS Project, and relational databases
- Business process redesign or consulting experience
- Systems implementation background, including requirements analysis, design, configuration, testing, training, and change management
More Reasons Why You Should Apply!
- We’re a remote-first company with team members across the USA, Canada, UK, and India!
- OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
- We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
- 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!
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
About
OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.
Skills Required
- 3 to 5+ years implementation experience with PPM or Work Management platforms (OnePlan, Microsoft Project Online, Clarity PPM, Planview, Smartsheet)
- Proven project management experience, preferably at the enterprise level
- Strong process analysis, design, and documentation skills
- Excellent MS Office and Microsoft product knowledge
- Ability to learn and master new technologies with a technical and analytical mindset
- Exceptional communication and interpersonal skills
- Detail-oriented and customer-focused with a consultative approach
- Strong organizational skills and ability to manage multiple projects simultaneously
- PMP, Scrum Master, or SAFe certifications
- Microsoft Certified Professional credential
- Experience with Visio, MS Project, and relational databases
- Business process redesign or consulting experience
- Systems implementation background including requirements analysis, design, configuration, testing, training, and change management
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The Company
What We Do
OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.
