Product Specialist

Department: Finance and Operations

Employment Type: Permanent - Full Time

Location: India (Remote/Hybrid)

Description

At OnePlan, 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 Makes us Unique?What truly makes OnePlan 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.

About the Role  As a Product Specialist, you'll be the technical expert supporting our clients and partners through every stage of the product experience. From troubleshooting and documentation to testing and training, you’ll play a key role in ensuring our customers are successful and confident in their use of OnePlan. You’ll work closely with our development, implementation, and customer success teams to drive solution adoption and smooth delivery. 

What You’ll Do at OnePlan

• Build deep product knowledge across OnePlan products 
• Troubleshoot technical issues, identify root causes, and develop clear solutions or workarounds 
• Support customers and partners directly via chat, email, or video—offering expert guidance and actionable solutions 
• Create and maintain knowledgebase articles, FAQs, and support documentation 
• Reproduce issues, file detailed bug reports, and collaborate with engineering to resolve them 
• Assist in developing tools and resources that make technical support more efficient 
• Serve as a key point of escalation for technical issues during implementations 
• Collaborate with internal teams to ensure a smooth handoff from project delivery to ongoing support 
• Provide technical guidance and product training to clients and internal stakeholders 
• Track and report on technical support progress and contribute to continuous improvement 
• Participate in testing to ensure product enhancements function as intended 
• Support clients through go-live and adoption phases, ensuring a smooth transition and high satisfaction.

Our Ideal Fit

• 1-2 years in a professional services, support, or customer-facing technical role 
• Hands-on experience implementing or supporting enterprise software applications 
• Strong technical aptitude with a willingness to dive deep and continually learn 
• Excellent communication and interpersonal skills, especially with non-technical users 
• Experience working with development teams and ticketing systems (JIRA, ADO, etc.) 
• Familiarity with Microsoft 365, Azure apps and services, and the Power Platform 
• Comfortable working in cloud environments and testing web/mobile applications 
• Strong analytical mindset with a passion for problem-solving. 

Bonus Points:

• Experience with Power Apps (Canvas apps, Portals, Chatbots, AI Builder) 
• Certifications like PL-200, MB-210, or related Microsoft credentials 
• Exposure to Agile project processes (User Stories, Bugs, Features) 
• QA background or experience with software testing and validation 
• Knowledge of DevOps projects and tools like Azure DevOps or JIRA 
• Development experience in object-oriented languages or SQL 

More Reasons Why You Should Apply!

• 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 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 OnePlan, 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 OnePlan 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.


Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at  https://oneplan.ai/