Customer Value Advisor

Overview:

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

Responsibilities:

Own the economic buyer relationship from initial forecast through renewal - serving as the single named owner with continuity across the entire customer lifecycle

Build and maintain executive-level relationships (C-suite, VP+), conducting regular business reviews that connect customer outcomes to the value of their Planview investment

Drive adoption and value realization across your portfolio, holding yourself and your customers accountable to the business outcomes committed at the time of sale

Identify expansion opportunities proactively, partnering with Account Executives to generate and advance qualified pipeline

Engage pre-sale on strategic accounts to ensure continuity from signature to go-live, with full context on the customer's goals before day one

Develop customer champions and advocacy relationships, sourcing referrals and connecting customers to the broader Planview community

Act on customer feedback, serving as a credible internal voice for product and experience improvements across your book of business

Qualifications:

5+ years as a strategic CSM or account executive managing $250K+ ACV deal sizes

Demonstrated executive presence - runs a C-suite conversation, commands the room, drives to a decision

Has personally delivered or participated in value realization reviews or executive business reviews

Commercial instinct - identifies expansion opportunities in a customer conversation without prompting

Ability to connect customer health and adoption milestones back to the value commitments made at sale - and translate that into renewal and expansion conversations

Strong communication and interpersonal skills across all organizational levels

Management consulting (2–4 years) or Value Engineering experience at a peer SaaS company (Salesforce, SAP, ServiceNow) a strong plus

What to Expect in Your First 90 Days

Day 30: Value commitments reviewed for all accounts in your portfolio

Day 60: First Executive Business Review delivered using the Value Realization Report framework

Day 90: Expansion pipeline created from at least 30% of your Strategic book