Principal Advisor

Planview GmbH, Software & Consulting; United States; On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Parental leave

Job summary

Planview is seeking a Principal Advisor to guide executive discussions with blue-chip companies on transformation initiatives. This is a role within our Global Enterprise Transformation team, offering exposure to major North American clients and collaboration with seasoned professionals.

Strong preference for candidates located on the West Coast. You will lead executive workshops, build strategic recommendations, and drive business growth through insightful, CFO-ready analyses.

Qualifications

• 10+ years in a similar role at top-tier consulting or enterprise leadership.
• Experience in operating model, digital transformation, portfolio management, or enterprise strategy.

Responsibilities

• Lead high-impact executive workshops and transform client insights into actionable roadmaps.
• Conduct ~4 week strategy engagements guiding clients through transformation.
• Prepare and deliver executive-level presentations and reports with clear recommendations.
• Develop CFO-quality business cases and value narratives.
• Collaborate with cross-functional teams to drive internal strategic initiatives for Planview growth.
• Form point-of-view documents that blend best practices with emerging trends and Planview capabilities.
• Engage regionally in-person as needed, in a mix of virtual and in-person events.

Skills

Executive workshops

Strategy development

Presentation skills

Communication

Team collaboration

AI for insights

Education

Master’s degree preference

Tools

PowerPoint

Excel

Whiteboards

Job description

Company Overview

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

The Opportunity

As a Principal Advisor, you will guide Executive discussions with blue chip companies on transformation via executive workshops, writing, conference speaking, and facilitating boardroom discussions. As part of our Global Enterprise Transformation team, you will conduct research, interview stakeholders, conduct high-polish exec experience workshops, build business cases, and develop strategic recommendations to drive business growth and operational excellence for our clients. Executive engagement is authentically focused on the clients’ journey but in service to sales of our analyst lauded and industry leading SaaS platform. This position offers exposure to diverse industries across North America, including Fortune 100 clients, and collaborating with a team of experienced professionals.

Strong preference for candidates based along the West Coast.

What You'll Do

• Conduct high-polish executive workshops that harness the expertise across Planview into cohesive and impactful events for new and existing clients
• Conduct small (~4 week) strategy engagements to guide clients on transformation
• Prepare and deliver high-quality presentations and reports to communicate findings, recommendations, and transformation roadmap plans to clients
• Develop CFO quality business cases and value narratives
• Collaborate with cross-functional teams to develop and implement internal strategic initiatives for the growth of Planview
• Develop points of view that combine industry best practices, emerging trends, innovative strategies, and our company capabilities to continuously enhance our perspective and relevance for clients
• Engage in person regionally, as required, within a mix of virtual and in-person events

What You'll Bring

• 10+ years of experience in a similar role. Examples would include top-tier management consulting firm, strategy group of a top-tier Global Systems Integrator, or as an Enterprise Executive that has led the transformation of a business that will resonate with Fortune 500 executives
• Engagement in operating model, digital transformation, portfolio management, or enterprise strategy work
• Master’s degree preference or equivalent executive experience in business, economics, finance, informatics, technology

Skills

• Exceptional technical visualization skills using PowerPoint, physical whiteboards, virtual whiteboards, and Excel
• Excellent communication and presentation skills, with the ability to distill complex information into clear and actionable insights
• Strong business acumen and a passion for understanding and solving complex business challenges
• Proven ability to work effectively in a team-oriented, fast-paced environment and manage multiple priorities simultaneously
• Integrative use of AI for quality and amplification of insights

Why This Role

• Direct engagement in executive transformation discussions across major enterprises
• Opportunity to shape a regional transformation motion
• Apply consulting skillset in a high-impact enterprise SaaS context
• Work on complex strategy and operating model challenges across industries
• Collaborate with experienced practitioners across strategy, transformation, and technology domains

Benefits at Planview

At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

• Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
• Generous PTO offerings (region dependent).
• Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
• Paid time to volunteer through Planview’s Force for Good Week.
• Employee Referral bonus program.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!

Equal Employment Opportunity at Planview

Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.

Reasonable accommodations for the interview process can be requested by emailing [e-mail].