Engagement Manager; to Perm

Engagement Manager (Contract to Perm)

This starts as a 1099 contract engagement, and while we're hiring for an immediate need, we're also building for the long term. There's a real possibility of converting to a permanent full-time role down the road, depending on fit and how the business grows.

At One Plan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.

What truly makes One Plan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.

Engagement Managers at One Plan play a central role in guiding our clients through successful solution delivery. You will be the primary point of contact for customers, ensuring that projects are well planned, risks are managed, and outcomes align with business goals. This role combines project leadership, client management, and collaboration with sales and technical teams to ensure long-term client success.

Your day to day will include:

• 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

• 3 to 5+ years of hands-on implementation experience with PPM or Work Management platforms such as One Plan, Microsoft Project Online, Clarity PPM, Planview, or Smartsheet, in a SaaS or consulting environment
• Proven project management experience, preferably at the enterprise level
• Strong process analysis, design, and documentation skills
• Excellent MS Office and Microsoft product knowledge
• Ability to learn and master new technologies with a technical and analytical mindset
• Exceptional communication and interpersonal skills
• Detail-oriented and customer-focused with a consultative approach
• Strong organizational skills and ability to manage multiple projects simultaneously

Bonus points if you have:

• PMP, Scrum Master, or SAFe certifications
• Microsoft Certified Professional credential
• Experience with tools such as Visio, MS Project, and relational databases
• Business process redesign or consulting experience
• Systems implementation background, including requirements analysis, design, configuration, testing, training, and change management

• We're a remote-first company with team members across the USA, Canada, UK, and India!
• One Plan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
• 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!

At One Plan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.

Upon receipt of an offer letter, candidates will be subject to a standard background check process. Disclaimer:
We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to One Plan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm.

One Plan offers a strategic portfolio, financial and resource…