Principal Strategy Advisor

Planview; United States; Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Unplugged Days – paid time off

Generous PTO

Parental leave & retirement plans

Medical plans & wellness support

Remote work support

Volunteer time to give back

Employee referral bonus program

Weekly team lunches and social events

Flexible work hours

Job summary

Planview is seeking a Principal Advisor to guide executive discussions and transformation initiatives for Fortune 100 clients across North America. You will conduct workshops, develop strategic recommendations, and build compelling business cases using Planview's leading SaaS platform.

The role offers exposure to diverse industries and a regional transformation motion within a global team. You will engage with senior executives, deliver polished reports, and collaborate with cross-functional

Qualifications

• 10+ years in a similar role with Fortune 500 exposure or equivalent transformation leadership.
• 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.

Responsibilities

• Lead and design executive workshops and transformation programs for Fortune 100 clients.
• Develop strategic recommendations and CFO-quality business cases for clients.
• Present findings and roadmaps to senior client leadership and Planview stakeholders.
• Collaborate with cross-functional teams to drive growth and operating model change.
• Create points of view using industry best practices and Planview capabilities.
• Engage regionally in person or via virtual events as needed.

Skills

PowerPoint

Excel

Executive communication

Presentation skills

Business acumen

Team collaboration

AI for insights

Education

Master’s degree or comparable executive experience

Tools

PowerPoint

Excel

Job description

Company Overview

Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.

As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.

Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000 customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide.

Why Join Planview?

At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works.

Discover 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 discussionsacross major enterprises
• Opportunity to shape a regional transformation motion
• Apply consulting skillset in a high-impact enterprise SaaS context
• Work on complex strategy andoperating modelchallenges 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].

AI Use in Recruitment

Planview may employ AI-based tools to support certain recruiting activities, however all decisions affecting a candidate's application are made by a human recruiter or hiring manager. Planview is committed to complying with applicable AI regulations, including the EU AI Act and other emerging legislation in the jurisdictions in which we operate, and reviews its AI practices as these requirements evolve. If you require further information or would like to exercise your rights under applicable privacy laws, please submit your request at the Planview Data Subject Access Request (DSAR) Portal.