Executive Value Realization Advisor

Planview GmbH, Software & Consulting; United States; Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Unplugged days

Paid time off

Parental leave

Retirement plans

Medical plans

Wellness support

Remote work support

Referral bonus

Office lunches

Job summary

Planview is hiring an experienced Customer Value Advisor who will own the executive relationship across enterprise accounts, driving value realization and expansion from signature through renewal. You’ll influence strategic outcomes and align customer success with Planview’s AI-powered portfolio solutions.

You’ll operate at the executive level, uncover expansion opportunities, and partner with Account Executives to grow strategic book size while delivering measurable business impact.

Qualifications

• 5+ years as a strategic CSM or account executive managing enterprise deals.
• Experience delivering value realization reviews or executive business reviews.
• Strong commercial instinct to identify expansion opportunities in conversations.

Responsibilities

• Own the economic buyer relationship from forecast through renewal across the full lifecycle.
• Build executive relationships (C-suite, VP+), linking outcomes to Planview value.
• Drive adoption and value realization across your portfolio and forecast expansion.
• Identify expansion opportunities and collaborate with Account Executives on pipeline.
• Engage pre-sale on strategic accounts to ensure smooth go-live with context.
• Develop champions and advocacy, sourcing referrals within Planview community.
• Advocate for product and experience improvements based on customer feedback.

Skills

Strategic CSM

Executive presence

Value realization

Expansion sales

Customer advocacy

Communication skills

Consulting experience

Job description

Planview is hiring an experienced Customer Value Advisor who will own the executive relationship across enterprise accounts, driving value realization and expansion from signature through renewal. You’ll influence strategic outcomes and align customer success with Planview’s AI-powered portfolio solutions.

You’ll operate at the executive level, uncover expansion opportunities, and partner with Account Executives to grow strategic book size while delivering measurable business impact.