Customer Value Advisor

Company Overview

Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.

As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing. — now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.

Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000 customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide.

At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works.

Discover more about our portfolio at , and connect with us on Linked In, Instagram, and X.

Planview is hiring an experienced Customer Value Advisor, reporting to a VP, Customer Value Advisory aligned to your region. In this role, you'll own the economic buyer relationship across a portfolio of enterprise accounts — driving value realization, executive engagement, and expansion outcomes from signature through renewal and beyond.

Who are you? A commercially minded, executive-ready customer success professional with a passion for building strategic relationships and delivering measurable business impact. You thrive in VP- and C-suite conversations, you bring a point of view to every customer interaction, and you treat expansion as something you create — not something that happens to you. This role is built for someone who has earned the right to operate at the executive level — with the experience, commercial instinct, and customer intuition to turn value delivered into value expanded.

As Planview continues to invest in AI-powered portfolio management and connected work solutions, you'll play a critical role in helping our largest customers realize the full value of their Planview investment and positioning them for continued growth on the platform.

• 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,…