Customer Value Advisor

• 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
• 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

At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work.

To support you at Planview, you will enjoy:

• Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
• Generous PTO offerings (region dependent).
• Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
• Paid time to volunteer through Planview’s Force for Good Week.
• Employee Referral bonus program.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

Now is a great time to join our team.

If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!