Executive Value Realization Advisor

Planview; Liverpool; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Region-specific benefits

Volunteer time to give back

Referral bonus program

Weekly office lunches

Flexible work hours

Job summary

Planview is hiring an experienced Customer Value Advisor to own the executive-level relationship with a portfolio of enterprise accounts, driving value realization and expansion from signature through renewal and beyond.

This commercially minded role requires executive-ready customer success leadership, proven success in C-suite conversations, and a track record of turning value delivered into value expanded across complex SaaS environments.

Qualifications

• 5+ years as a strategic CSM or account executive managing large ACV deals.
• Experience delivering value realization reviews or executive business reviews.
• Commercial instinct with ability to identify expansion opportunities in conversations.

Responsibilities

• Own the executive-level relationship from forecast through renewal.
• Conduct regular business reviews with C-suite and VP+ to connect outcomes to value.
• Drive adoption and value realization across your portfolio.
• Identify expansion opportunities with Account Executives to grow pipeline.
• Engage pre-sale on strategic accounts to ensure continuity from signature to go-live.
• Develop customer champions and advocacy relationships across the Planview community.
• Act on customer feedback to inform product and experience improvements.

Skills

Executive presence

Value realization

Strategic CSM

Account leadership

Commercial instinct

Stakeholder management

Tools

Salesforce

Job description

Planview is hiring an experienced Customer Value Advisor to own the executive-level relationship with a portfolio of enterprise accounts, driving value realization and expansion from signature through renewal and beyond.

This commercially minded role requires executive-ready customer success leadership, proven success in C-suite conversations, and a track record of turning value delivered into value expanded across complex SaaS environments.