Executive Value Realization Advisor

Planview; Hull and East Yorkshire; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Region specific benefit plans

Volunteer time to support community

Employee Referral bonus program

Weekly office lunches for hybrid team

Flexible work hours

Job summary

Planview is seeking an experienced Customer Value Advisor to own executive relationships across a portfolio of enterprise accounts, driving value realization and expansion from signature through renewal and beyond.

This role thrives in VP-and C-suite conversations, building strategic relationships and translating delivered value into ongoing growth for Planview’s portfolio as we scale AI-powered portfolio management and connected work solutions.

Qualifications

• 5+ years as a strategic CSM or account executive managing $250K+ ACV deal sizes.
• Demonstrated executive presence - runs a C-suite conversation and drives to a decision.
• Has participated in value realization reviews or executive business reviews.
• Commercial instinct - identifies expansion opportunities in a customer conversation.
• Strong communication across all organizational levels.

Responsibilities

• Own the economic buyer relationship from initial forecast through renewal - single named owner across the customer lifecycle.
• Build and maintain executive-level relationships (C-suite, VP+), conduct regular business reviews linking outcomes to value.
• Drive adoption and value realization across your portfolio and ensure achievement of stated outcomes.
• Identify expansion opportunities with Account Executives to generate and advance qualified pipeline.
• Engage pre-sale on strategic accounts to ensure continuity from signature to go-live.
• Develop customer champions and advocacy relationships, sourcing referrals within Planview community.
• Act on customer feedback to inform product and experience improvements across your book of business.

Skills

Strategic CSM

Executive presence

Value realization

Portfolio management

Sales collaboration

Job description

Planview is seeking an experienced Customer Value Advisor to own executive relationships across a portfolio of enterprise accounts, driving value realization and expansion from signature through renewal and beyond.

This role thrives in VP-and C-suite conversations, building strategic relationships and translating delivered value into ongoing growth for Planview’s portfolio as we scale AI-powered portfolio management and connected work solutions.