Executive Value Realization Lead

Planview; Bath; On-site; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Region-specific benefits

Volunteer time off

Employee referral bonus

Weekly office lunches

Flexible work hours

Job summary

Planview is hiring an experienced Customer Value Advisor to own executive-level relationships across enterprise accounts, driving value realization and expansion from signature to renewal. You will lead strategic conversations, steer adoption, and partner with sales to grow the customer footprint on Planview’s AI-powered portfolio management platform.

The role requires a commercial mindset, proven C-suite engagement, and a track record of delivering measurable business impact.

Qualifications

• 5+ years as strategic CSM or AE managing $250K+ ACV deals.
• Executive presence to lead C-suite conversations.
• Experience delivering value realization reviews or executive business reviews.
• Commercial instinct with identifying expansion opportunities in customer chats.
• Ability to link health/adoption milestones to value commitments for renewals.
• Strong communication across all organizational levels.
• Management consulting or Value Engineering experience is a strong plus.

Responsibilities

• Own the economic buyer relationship from forecast through renewal for your portfolio.
• Build and maintain executive-level relationships (C-suite, VP+).
• Drive adoption and value realization across your set of accounts.
• Identify expansion opportunities and collaborate with Account Executives.
• Engage pre-sale on strategic accounts to ensure continuity to go-live.
• Develop customer champions and advocacy relationships.
• Act on customer feedback to improve product and experience.

Skills

Executive presence

Strategic account management

Value realization

Commercial instinct

Cross-functional collaboration

Communication across levels

C-suite relationship management

Job description

Planview is hiring an experienced Customer Value Advisor to own executive-level relationships across enterprise accounts, driving value realization and expansion from signature to renewal. You will lead strategic conversations, steer adoption, and partner with sales to grow the customer footprint on Planview’s AI-powered portfolio management platform.

The role requires a commercial mindset, proven C-suite engagement, and a track record of delivering measurable business impact.