Executive Value Realization Advisor

Planview; Bradford; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Region Benefits

Volunteer time

Referral bonus

Weekly lunches

Flexible hours

Job summary

Planview is seeking an experienced Customer Value Advisor in the United Kingdom to own the executive buyer relationships across a portfolio of enterprise accounts. You will drive value realization, orchestrate executive reviews, and identify expansion opportunities to maximize long-term Planview value.

You will thrive in C-suite conversations, guiding customers from signature through renewal and expansion while aligning outcomes with business impact.

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
• Connects health/adoption milestones back to value commitments and renewal/expansion conversations
• Strong communication and interpersonal skills across all organizational levels
• Management consulting or Value Engineering experience at a peer SaaS company (Salesforce, SAP, ServiceNow) a strong plus

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

Skills

Strategic CSM

Executive presence

Value realization

Expansion selling

SaaS sales

Customer advocacy

Tools

Salesforce

ServiceNow

Value Engineering

Job description

Planview is seeking an experienced Customer Value Advisor in the United Kingdom to own the executive buyer relationships across a portfolio of enterprise accounts. You will drive value realization, orchestrate executive reviews, and identify expansion opportunities to maximize long-term Planview value.

You will thrive in C-suite conversations, guiding customers from signature through renewal and expansion while aligning outcomes with business impact.