Role Overview
- 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
**Technical & Domain Expertise
- Serve as a subject matter expert in SaaS PPM and SPM including portfolio financial management, capacity and resource planning, and delivery methodologies
- 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
**Cross-Functional Collaboration
- 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
**Bonus Points
- 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
Tech Stack
Benefits
- 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 Portfolio Management in 2019, 2020, 2021, 2022 and 2023.
- 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!