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
Planview is looking for a Director of Customer Value Advisory to lead a team of CVAs and improve customer and commercial outcomes across an assigned region or segment. You’ll turn the CVA strategy into consistent execution by helping customers realize measurable value, strengthening renewals, and identifying expansion opportunities. This is a hands-on leadership role: you’ll coach the team, manage its collective book, and partner with Sales and cross-functional leaders to scale an effective, data-driven customer motion. Success includes team-level net revenue retention (NRR) growth, and incentive compensation is tied to achieving it.
What You'll Do
- Lead, coach, and develop CVAs; set expectations for customer value, renewal readiness, executive engagement, and expansion discovery.
- Own NRR growth across the team’s book. Translate targets into retention and expansion plans, review customer signals, identify risks early, and focus the team on priority opportunities.
- Maintain visibility across CVAs’ assigned books and provide targeted, hands-on support when an account or handoff risks falling through the cracks, while keeping the CVA accountable as account owner.
- Ensure CVAs maintain continuity from pre-sale engagement through adoption, value realization, renewal, and growth.
- Coach CVAs to build executive relationships, lead outcome-focused business reviews, and connect customer results to future priorities.
- Establish a regular cadence for portfolio, renewal-risk, pipeline, and performance reviews.
- Partner with the SVP and Revenue Operations on coverage, account planning, forecasting, CRM processes, reporting, and the CVA-AE operating model.
- Work with Sales leaders and AEs to align account strategy, clarify responsibilities, and bring customer value evidence into renewal and expansion planning.
- Support CVA hiring, onboarding, skill development, and career growth; promote practical use of AI and data in portfolio management.
- Represent the regional team in leadership reviews, clearly communicating performance, risks, and opportunities; bring customer feedback to internal partners.
What You'll Bring
- 10+ years in enterprise SaaS customer success, sales, account management, or post-sale revenue leadership, including 3+ years leading customer-facing teams.
- A track record of driving NRR growth through a customer-facing team by improving retention and expansion outcomes.
- Strong commercial judgment and experience with portfolio performance, forecasting, and cross-functional account planning.
- Executive presence, coaching ability, and skill in leading teams through change and ambiguity.
- Experience building or improving a post-sale operating model; familiarity with CRM and data-driven portfolio management.
- Enterprise SaaS experience with complex, high-value customers is preferred; experience with $250K+ ACV accounts is a plus.
First 90 days
- 30 days: Review the team and portfolio; align with Finance and the SVP on baselines, targets, risks, and priorities.
- 60 days: Establish the operating and coaching cadence; identify gaps in coverage, data, and CVA-AE collaboration.
- 90 days: Present a clear NRR outlook and show progress on priority risks, growth opportunities, and AI-enabled team practices.
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 recruitment@planview.com.
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.
- Lead, coach, and develop CVAs; set expectations for customer value, renewal readiness, executive engagement, and expansion discovery.
- Own NRR growth across the team’s book. Translate targets into retention and expansion plans, review customer signals, identify risks early, and focus the team on priority opportunities.
- Maintain visibility across CVAs’ assigned books and provide targeted, hands-on support when an account or handoff risks falling through the cracks, while keeping the CVA accountable as account owner.
- Ensure CVAs maintain continuity from pre-sale engagement through adoption, value realization, renewal, and growth.
- Coach CVAs to build executive relationships, lead outcome-focused business reviews, and connect customer results to future priorities.
- Establish a regular cadence for portfolio, renewal-risk, pipeline, and performance reviews.
- Partner with the SVP and Revenue Operations on coverage, account planning, forecasting, CRM processes, reporting, and the CVA-AE operating model.
- Work with Sales leaders and AEs to align account strategy, clarify responsibilities, and bring customer value evidence into renewal and expansion planning.
- Support CVA hiring, onboarding, skill development, and career growth; promote practical use of AI and data in portfolio management.
- Represent the regional team in leadership reviews, clearly communicating performance, risks, and opportunities; bring customer feedback to internal partners.
- 10+ years in enterprise SaaS customer success, sales, account management, or post-sale revenue leadership, including 3+ years leading customer-facing teams.
- A track record of driving NRR growth through a customer-facing team by improving retention and expansion outcomes.
- Strong commercial judgment and experience with portfolio performance, forecasting, and cross-functional account planning.
- Executive presence, coaching ability, and skill in leading teams through change and ambiguity.
- Experience building or improving a post-sale operating model; familiarity with CRM and data-driven portfolio management.
- Enterprise SaaS experience with complex, high-value customers is preferred; experience with $250K+ ACV accounts is a plus.
First 90 days
- 30 days: Review the team and portfolio; align with Finance and the SVP on baselines, targets, risks, and priorities.
- 60 days: Establish the operating and coaching cadence; identify gaps in coverage, data, and CVA-AE collaboration.
- 90 days: Present a clear NRR outlook and show progress on priority risks, growth opportunities, and AI-enabled team practices.
