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 Twitter.
Responsibilities:
- Partner with Account Executives to conduct customer discovery and business impact assessments — translating customer objectives and pain points into a value-centric opportunity narrative
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Serve as a thought partner to the Sales organization on complex deals requiring business outcome alignment, competitive positioning, or stakeholder consensus- building; bring PS perspective on implementability and timeline realism.
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Conduct facilitated value workshops and proof-of-concept planning sessions with customer executive sponsors, business process owners, and technical stakeholders, partnering with Professional Services to validate feasibility and build implementation readiness
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Participate in pre-implementation planning with Professional Services and Customer Value Advisors to ensure the value architecture is embedded in the project plan, success metrics are operationalized, and the CVA enters the account with full context on what was committed and why
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Act as the bridge between what was promised (value commitments) and what is being built (implementation) — flagging misalignments early and working with PS and Sales to course-correct before implementation risk accumulates
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Engage with Professional Services leadership on value realization planning — defining how adoption milestones and early utilization patterns will be tracked and reported back to the customer's executive sponsors
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Serve as a thought partner to the Sales organization on complex deals requiring business outcome alignment, competitive positioning, or stakeholder consensus-building; bring PS perspective on implementability and timeline realism
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Maintain current knowledge of Planview capabilities, market trends, and customer use cases — continuously building your expertise in specific domains (portfolio management, enterprise agile, value stream management, enterprise architecture, product management) and staying current on implementation patterns and what drives successful value delivery
Qualifications:
- 6+ years of hands-on experience with work and resource management platforms, or equivalent experience in related domains (enterprise agile, portfolio management, business process management, organizational transformation
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Demonstrated ability to speak confidently with C-level business stakeholders about organizational capability, process maturity, and business transformation — not just technical implementation
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Has personally led customer business impact assessments, value proposition development, or proof-of-concept desig
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Strong business acumen — understands finance, organizational change, and what drives executive decision-making.
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Ability to translate between technical and business contexts — you can discuss both architecture and strategic outcomes in the same conversation
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Excellent communication and facilitation skills; ability to build customer confidence through clarity and structured thinking
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Cross-functional collaboration mindset — experience working effectively with implementation, services, and operational teams to translate commitments into executable delivery plans
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Management consulting (2–4 years), business process improvement, or organizational effectiveness experience a strong plus
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Certification or demonstrated mastery in a relevant domain (Scaled Agile Framework, portfolio management, value stream management, or organizational agility) a plus
Whether you have some, or all of these, we want to hear from you if you believe your background and experience might be a fit!
Great Benefits and Fun Perks :
- We offer highly competitive benefits packages for every lifestyle.
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No one likes working in a box, right? That’s why in our office locations we have open work environments with optional standing desks, soft drinks, gourmet coffee machines and fresh fruit to get your day going! Oh, and a patio balcony with BBQ’s for those days when the weather is behaving.
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We believe in regular fun office events and monthly happy hours!
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We offer flexible work hours and we are family friendly.
Planview is an Equal Opportunity Employer
