OnePlan

• 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.

• 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.

• Solution Consultants at OnePlan are technical professionals first. • You will design, build, and deliver solutions using the Microsoft Power Platform and OnePlan's product suite, helping customers turn strategy into measurable outcomes. • Your day to day will include: - Building and configuring solutions using Power Apps, Power Automate, Power BI, and the broader Microsoft 365 ecosystem to extend OnePlan and integrate with client environments - Designing reports, dashboards, and automations in Power BI and Power Automate that give customers visibility into portfolios, resources, and financials - Implementing and integrating PPM platforms such as OnePlan with an emphasis on technical configuration over advisory - Configuring portfolios, project plans, resource plans, and financial tracking to support strategic prioritization and delivery - Connecting systems across client ecosystems using APIs, connectors, and Microsoft technologies to create seamless workflows - Supporting discovery sessions to understand business and technical requirements and translate them into platform configurations - Partnering with customers throughout the delivery lifecycle, from requirements gathering through adoption, in a remote setting - Delivering workshops, demos, and presentations that showcase what's technically possible with the solutions you've built

• 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

• Design and build product features across a suite of platforms, balancing work between legacy WebForms components and newer development in .NET 10 Blazor • Support the transition of applications toward an Azure-based architecture, contributing to both design decisions and hands-on implementation • Work with SQL Server using T-SQL to build, optimize, and maintain performant data structures and queries • Collaborate closely with Product, UX, and other members of the team to translate requirements into clean, scalable solutions • Contribute to DevOps practices, including CI/CD pipelines, deployments, and improving overall development workflows • Maintain and improve existing code, with a focus on stability, performance, and gradual modernization • Participate in code reviews and team discussions to keep quality high and approaches consistent • Troubleshoot and resolve issues across the stack, from UI through to database

- As a *Full Stack Product Developer,* you'll be developing cutting-edge features and capabilities for our AI-driven Project and Program Management (PPM) solutions. You’ll play a critical role in the evolution of our product, ensuring it stays ahead of the competition and consistently meets the needs of our users. - You'll design, develop, and enhance features across OnePlan’s product offerings, ensuring they align with customer needs and industry trends. Your focus will be on creating intuitive, high-performance, and scalable solutions that enhance business agility. - Work closely with product managers, UX/UI designers, and other developers to create a seamless user experience. You’ll collaborate to define technical requirements and solutions that meet the strategic objectives of the product. - You’ll ensure that your code is of the highest quality, adhering to coding standards and best practices in software development. You’ll also conduct code reviews, ensuring that all team members produce reliable, maintainable, and scalable code. - Perform rigorous testing and debugging to ensure that the product runs smoothly and is free of errors. Your keen attention to detail will help resolve issues quickly and ensure the product remains resilient under different conditions. - Stay updated on the latest software development trends, tools, and frameworks. You’ll bring new ideas and approaches to the team, continuously driving product improvement and innovation.

• As a *Full Stack Product Developer,* you'll be developing cutting-edge features and capabilities for our AI-driven Project and Program Management (PPM) solutions. • You’ll play a critical role in the evolution of our product, ensuring it stays ahead of the competition and consistently meets the needs of our users. • This position requires you to blend technical expertise with creativity and strategic insight, driving innovation in the development of our product suite. • You'll design, develop, and enhance features across OnePlan’s product offerings, ensuring they align with customer needs and industry trends. • Your focus will be on creating intuitive, high-performance, and scalable solutions that enhance business agility. • Work closely with product managers, UX/UI designers, and other developers to create a seamless user experience. • You’ll collaborate to define technical requirements and solutions that meet the strategic objectives of the product. • You’ll ensure that your code is of the highest quality, adhering to coding standards and best practices in software development. • You’ll also conduct code reviews, ensuring that all team members produce reliable, maintainable, and scalable code. • Perform rigorous testing and debugging to ensure that the product runs smoothly and is free of errors. • Your keen attention to detail will help resolve issues quickly and ensure the product remains resilient under different conditions. • Stay updated on the latest software development trends, tools, and frameworks. You’ll bring new ideas and approaches to the team, continuously driving product improvement and innovation.

• 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

• Own and evolve OnePlan’s positioning within the SPM and enterprise planning space • Translate product capabilities, including AI-driven innovation, into clear, differentiated value for enterprise buyers • Develop messaging that resonates across key stakeholders including CIOs, PMO leaders, and executive teams • Ensure consistency of product narrative across website, campaigns, sales materials, and analyst communication • Lead end-to-end go-to-market strategy for product launches and major enhancements • Partner closely with Product, Sales, and Marketing to align on priorities and drive coordinated execution • Support enterprise sales with strong narratives, deal positioning, and tailored messaging for complex cycles • Act as the connective layer between Product Management, Marketing, and Sales • Equip Sales with clear positioning, competitive context, and objection-handling frameworks • Contribute to demand generation, content, and thought leadership with a strong product and market lens • Own competitive intelligence across the SPM and enterprise planning landscape, including battlecards and win/loss insights • Monitor market trends and competitor positioning to inform strategy and messaging • Build and manage relationships with key analysts (Gartner, Forrester, IDC, and others), including briefings and research participation • Leverage analyst insights to continuously refine positioning and go-to-market approach • Gather insights from customers, analysts, and sales to understand market needs and buying behavior • Translate insights into actionable recommendations for Product and Marketing • Help ensure strong alignment between product direction and real market demand