[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.ResponsibilitiesOwn a portfolio of Advantage customers and maintain structured monthly and quarterly engagement cadencesTrack and document customer health signals including adoption depth, engagement frequency, open issues, sponsor stability and act on deteriorating trends before they escalateBuild multi-threaded relationships across customer organizations, not just with a single point of contactManage at-risk accounts with structured re-engagement plans; escalate when necessaryConduct regular environment reviews and deliver hands-on improvements: configuration, workflows, performance, and reportingMaintain a value log for each customer—documenting optimizations made, issues resolved, and outcomes delivered, to support renewal conversations with evidenceIdentify and remove adoption barriers before customers experience them as frictionFacilitate Customer Success Plans and quarterly roadmap sessions tied to each customer’s business objectivesProvide governance coaching and portfolio maturity guidance as customer needs evolveParticipate in renewal planning 90+ days in advance; partner with Sales when expansion opportunities ariseDeliver remote configuration support, integration troubleshooting, and release impact guidanceLeverage Power BI, Power Automate, and OnePlan APIs to support reporting and automation needsCoordinate across Support, Product, and Engineering to resolve complex issues efficientlySkills3+ years in a TAM, Customer Success, or Solutions Consultant role in a B2B SaaS environmentDemonstrated ability to manage a portfolio of accounts with measurable retention outcomesStrong technical proficiency. Comfortable diagnosing configuration issues, reading data models, and supporting integrationsExcellent communication in high-stakes conversations: difficult renewals, executive briefings, at-risk account recoveryExperience with Project Portfolio Management (PPM) concepts and toolsProficiency with Microsoft Power Platform: Power BI, Power Apps, Power AutomateCandidates must be based in New Jersey with up to 75% travel to customer sites and eventsHands-on experience with OnePlan or Microsoft ProjectFamiliarity with SharePoint, Teams, Azure, and the Microsoft 365 ecosystemExperience with Agile and DevOps delivery methodologiesPrior experience building or contributing to customer health scoring frameworksBenefitsWe 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 OverviewOnePlan is an IT company that specializes in automation, digital transformation, strategic and adaptive portfolio management services. It was founded in 2020, and is headquartered in San Diego, California, USA, with a workforce of 51-200 employees. Its website is https://oneplan.ai.Company H1B SponsorshipOnePlan has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role.