OnePlan

• Design, build, and maintain robust automation frameworks specifically tailored for testing AI features, including LLM-powered outputs, recommendation engines, and intelligent workflows. • Develop and execute test strategies for validating AI model outputs, including accuracy, relevance, consistency, and bias evaluation across diverse input scenarios. • Perform functional, regression, performance, and scalability testing on AI-driven features, including API-level testing of AI service integrations and end-to-end automated test suites. • Collaborate with AI engineers, data scientists, product managers, and UX designers to define acceptance criteria and quality standards for AI features throughout the development lifecycle. • Identify, document, and track defects in AI behavior, including edge cases, hallucinations, and unexpected model responses through resolution using appropriate tools and workflows. • Champion quality and responsible AI practices throughout the development lifecycle, contributing to prompt engineering reviews, model evaluation rubrics, and AI safety checklists. • Build and maintain CI/CD-integrated automation pipelines that continuously validate AI feature quality, using tools such as Playwright, Claude, or equivalent frameworks. • Participate in team stand-ups, sprint planning, retrospectives, and continuous improvement activities, bringing an AI-quality-first mindset to every discussion and helping establish best practices for testing intelligent systems.

• 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

• Leading discovery sessions to understand business needs and translate them into OnePlan configurations • Implementing and integrating PPM or Work Management platforms such as OnePlan, Microsoft Project Online, or Smartsheet • Configuring portfolios, project plans, resource plans, and financial tracking to support strategic prioritization and delivery • Using Microsoft technologies such as Project, Power BI, Power Automate, and Microsoft 365 to extend solutions and connect with client ecosystems • Partnering with clients throughout the delivery lifecycle from requirements gathering through adoption • Delivering workshops, demos, and presentations that show clients the possibilities of their solutions • Managing solution rollouts in a remote setting while keeping stakeholders engaged and informed

• Solution Consultants play a key role in helping our customers get the most out of OnePlan. You will guide customers through discovery, implementation, and adoption, ensuring the solutions we deliver align with their strategy and create measurable value. • Leading discovery sessions to understand business needs and translate them into OnePlan configurations • Implementing and integrating PPM or Work Management platforms such as OnePlan, Microsoft Project Online, or Smartsheet • Configuring portfolios, project plans, resource plans, and financial tracking to support strategic prioritization and delivery • Using Microsoft technologies such as Project, Power BI, Power Automate, and Microsoft 365 to extend solutions and connect with client ecosystems • Partnering with clients throughout the delivery lifecycle from requirements gathering through adoption • Delivering workshops, demos, and presentations that show clients the possibilities of their solutions • Managing solution rollouts in a remote setting while keeping stakeholders engaged and informed

• 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

• Deliver complex software solutions based on OnePlan Solutions and Microsoft solutions • Participate in discovery sessions to understand client's business objectives and system needs • Collaborate with Solutions Architect to design solutions • Hands-on building of solutions leveraging core OnePlan Solutions • Perform testing to ensure solution functionality

• In this role, you are the technical partner our customers rely on. This is a post sales role. You'll guide them through their adoption of OnePlan by digging into their business needs, translating those needs into real configurations, and building solutions across OnePlan and the Microsoft ecosystem. • You discover what customers are trying to achieve, then design structured, scalable solutions in OnePlan, Power BI, Power Apps, and Power Automate that directly support those goals. • You build and configure solutions across OnePlan and the Power Platform. This includes creating workflows in Power Automate, building interfaces or components in Power Apps, and developing or modifying Power BI reports to support data driven decisions. • You support customers with both guidance and hands on configuration. Clients look to you for technical clarity, direction, and a deeper understanding of how to use OnePlan and the Microsoft tools that support it. • You identify technical or adoption roadblocks and clear them quickly so customers can keep moving without friction. • You translate complex technical ideas into clear explanations that help customers feel confident and informed. • You manage multiple customer engagements at once, work closely with product and delivery teams, and occasionally join onsite sessions to strengthen relationships and drive adoption.

• 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 • 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 • 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

• 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

• Onboard new customers effectively, transitioning them from initial deployment to post-deployment success plans. • Develop success plans for customers, outlining their key success factors and recommendations. • Conduct regular check-ins through Monthly or Quarterly Success Reviews to measure progress and identify areas for improvement. • Collaborate with Professional Services to identify new opportunities and assist in transitions following deployments. • Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion. • Monitor customer adoption of OnePlan’s features and functionality, ensuring alignment with their business needs. • Facilitate renewals of subscriptions and support agreements, minimizing churn by maximizing customer satisfaction. • Collect customer feedback, collaborate with product and engineering teams, and ensure customer input is funneled into product roadmaps. • Act as a trusted customer advocate and thought leader, both internally and externally, sharing your insights and experiences.