Executive Value Realization Advisor

Planview GmbH, Software & Consulting; Northern (KY); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Remote work support

Employee Referral bonus

Job summary

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

You will operate at the executive level, turning value delivered into value expanded, and help largest customers realize the full value of Planview investments while positioning them for continued growth on the platform.

Qualifications

• 5+ years as a strategic CSM or account executive managing $250K+ ACV deal sizes.
• Executive presence sufficient for C-suite conversations and decision-making.
• Delivered or participated in value realization reviews or executive business reviews.
• Commercial instinct to identify expansion opportunities in customer conversations.
• Strong communication across all organizational levels.

Responsibilities

• Own the economic buyer relationship from initial forecast through renewal, serving as the single named owner across the customer lifecycle.
• Build and maintain executive-level relationships (C-suite, VP+), conducting regular business reviews linking outcomes to value.
• Drive adoption and value realization across your portfolio, ensuring outcomes align with sale commitments.
• Identify expansion opportunities and partner with Account Executives to generate qualified pipeline.
• Engage pre-sale on strategic accounts to ensure continuity from signature to go-live with clear goals.
• Develop customer champions and advocacy relationships, sourcing referrals and expanding connections.
• Act on customer feedback as internal voice for product and experience improvements across your book.

Skills

Strategic CSM

Executive presence

Account management

Value realization

Cross-functional collaboration

Renewal strategy

Consulting experience

Tools

Salesforce

ServiceNow

SAP

Job description

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

You will operate at the executive level, turning value delivered into value expanded, and help largest customers realize the full value of Planview investments while positioning them for continued growth on the platform.