Executive Value Realization Lead (Remote)

Planview; United States; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Regional benefit plans

Volunteer time off

Employee referral program

Weekly team lunches

Flexible work hours

Job summary

Planview is seeking an experienced Customer Value Advisor to own the executive relationship across enterprise accounts, driving value realization and expansion from signature through renewal. You will engage C-suite stakeholders, align outcomes to Planview investments, and position our AI-powered portfolio solutions for continued growth on the platform.

You will operate with commercial instinct, build strategic relationships, and develop champions while guiding customers from initial forecast to

Qualifications

• 5+ years as a strategic CSM or account executive managing $250K+ ACV deal sizes.
• Demonstrated executive presence and ability to conduct C‑suite conversations.
• Experience delivering value realization reviews or executive business reviews.
• Commercial instinct to identify expansion opportunities in customer conversations.
• Ability to connect health/adoption milestones to value commitments for renewals and expansion.

Responsibilities

• Own the economic buyer relationship from initial forecast through renewal across the customer lifecycle.
• Build and maintain executive-level relationships (C-suite, VP+), linking outcomes to Planview investment value.
• Drive adoption and value realization across your portfolio, tie to business outcomes.
• 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.
• Develop customer champions and advocacy, sourcing referrals and connecting to the Planview community.
• Act on customer feedback to advocate for product/experience improvements.

Skills

Strategic CSM

Executive presence

Value realization

Expansion opportunities

Customer relationships

Communication

Tools

Salesforce

ServiceNow

Job description

Planview is seeking an experienced Customer Value Advisor to own the executive relationship across enterprise accounts, driving value realization and expansion from signature through renewal. You will engage C-suite stakeholders, align outcomes to Planview investments, and position our AI-powered portfolio solutions for continued growth on the platform.

You will operate with commercial instinct, build strategic relationships, and develop champions while guiding customers from initial forecast to