Remote Enterprise Value Realization Advisor

Planview, Inc.; United States; On-site; USD 180,000 - 230,000; Full time

Job summary

Planview, Inc. seeks a full-time Customer Value Advisor to own the economic buyer relationship across a portfolio of enterprise accounts and drive value realization, executive engagement, and expansion outcomes while working remotely.

In this role, you will manage the relationship through the customer lifecycle, conduct regular business reviews with executives to connect outcomes with Planview investments, and partner with Account Executives to advance adoption and growth opportunities.

Qualifications

• 5+ years as a strategic Customer Success Manager or Account Executive with $250K+ ACV deals.
• Demonstrated executive presence with the ability to lead C-suite conversations and drive decisions.
• Experience delivering value realization or executive business reviews.
• Strong commercial instinct for identifying expansion opportunities during customer interactions.
• Background in management consulting or Value Engineering at a peer SaaS company is a plus.

Responsibilities

• Manage the economic buyer relationship throughout the customer lifecycle, from initial forecast to renewal.
• Build and maintain executive-level relationships, conducting regular business reviews to connect customer outcomes with their Planview investment.
• Identify and drive adoption and expansion opportunities, collaborating with Account Executives to advance the sales pipeline.

Skills

Executive presence

Strategic CS management

Value realization

Expansion opportunities

SaaS/value engineering

Job description

Planview, Inc. seeks a full-time Customer Value Advisor to own the economic buyer relationship across a portfolio of enterprise accounts and drive value realization, executive engagement, and expansion outcomes while working remotely.

In this role, you will manage the relationship through the customer lifecycle, conduct regular business reviews with executives to connect outcomes with Planview investments, and partner with Account Executives to advance adoption and growth opportunities.