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

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

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!

Solution Engineer

Key skills