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 3,000customers 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.
Responsibilities
SUBSCRIPTION SERVICES PORTFOLIO
Planview 360Planview360 enables our customers to continuously realize value through strategic alignment, value realization, administrative assurance, expert partnership and proactive optimization.
Planview AdoptGet the most from your Planview investment by accelerating user adoption and ensuring your teams are using the platform effectively.
Planview AdvisorProvide advanced portfolio analytics, scenario planning, and predictive insights to optimize investments, resources, and business outcomes.
Planview AnviInnovate and accelerate decision making through Planview Anvi and its AI-powered capabilities.Guide customers in identifying high-value use cases, prioritizing agents, and embedding Anvi into their operating model for measurable business outcomes.
Remote Advisory
- Access to Planview Subject Matter Experts when you need them, to provide advice and guidance to your teams.
- Sharing best practices from across our customers while meeting your unique objectives and use cases.
AI Strategy & Enablement
- Help customers define practical AI strategies for portfolio, project, and work management use cases.
- Assess readiness, prioritize value opportunities, and establish responsible adoption, governance, and change enablement practices.
AI Services Delivery
- Design and deliver AI-related professional services - from use-case discovery and value assessment through Anvi enablement, agent and workflow configuration, and adoption.
- Provide ongoing optimization and expert support as customer AI capabilities mature and expand.
STRATEGIC LEADERSHIP & P&L CONTRIBUTION
- Define and execute the vision, operating model, and growth strategy for the Subscription Services Delivery practice in alignment with Professional Services and company-wide financial objectives.
- Own and actively manage this function's contribution to the Professional Services P&L - driving revenue attainment, margin improvement, and resource utilization across the subscription portfolio.
- Partner with CIC Delivery, Sales and Customer Value to develop go-to-market packaging, pricing, and positioning for subscription service offerings that improve attach rates and expand recurring revenue.
- Provide regular financial and business performance updates to the VP of Professional Services - Americas, with clear visibility into bookings, revenue recognition, headcount costs, and margin trends.
- Influence product roadmap and service innovation by synthesizing delivery insights, customer feedback, and market signals into actionable recommendations for Planview Anvi, AI capabilities, Product, and Center of Excellence leadership.
TEAM LEADERSHIP & ORGANIZATIONAL DEVELOPMENT
- Lead and evolve the existing subscription services team - conducting a rapid assessment of team strengths, skill gaps, capacity, and structural alignment, while building capabilities in AI strategy, Planview Anvi enablement, and AI services delivery.
- Develop a team-building roadmap that outlines hiring priorities, role definitions, and organizational design needed to scale delivery capacity and AI-services expertise in support of growth targets across the Americas.
- Recruit, develop, and retain a high-performing team of delivery managers, consultants, advisors, and technical specialists across the subscription services portfolio.
- Build a team culture grounded in accountability, customer obsession, continuous learning, and inclusive collaboration.
- Establish career development frameworks, skills matrices, and mentoring programs that support growth, retention, and internal mobility.
DELIVERY EXCELLENCE & OPERATIONS
- Oversee delivery quality, capacity planning, resource allocation, and utilization across the full subscription services portfolio in the Americas.
- Establish and continuously improve scalable delivery frameworks, playbooks, and methodologies that ensure consistent, repeatable customer outcomes - including repeatable approaches for Planview Anvi adoption and AI-related services delivery.
- Define and own KPIs for the practice - including customer health scores, Anvi adoption, AI use-case activation, time-to-value, on-time delivery, CSAT/NPS, margin performance, and renewal/expansion rates - and lead the team to meet or exceed targets.
- Drive operational rigor through robust forecasting, pipeline management, and cadenced business reviews with the VP of Professional Services - Americas and cross-functional leadership.
CUSTOMER OUTCOMES & VALUE REALIZATION
- Architect and drive customer value realization strategies that ensure subscribers achieve defined business outcomes at each stage of their engagement lifecycle, from AI use-case discovery through Planview Anvi adoption and ongoing optimization.
- Collaborate with Customer Value on customer health scoring, risk identification, and proactive intervention strategies that protect and grow the renewal base across the Americas.
- Lead the delivery of AI-related professional services with appropriate governance, change management, and adoption practices - translating emerging AI capabilities into practical customer outcomes and measurable value.
- Serve as a trusted executive advisor to key strategic accounts - participating in EBRs and QBRs and maintaining senior-level relationships across the customer portfolio.
- Champion the voice of the customer internally - translating delivery experience into service improvements, product enhancements, and commercial expansion opportunities.
Qualifications
REQUIRED
- 10+ years of progressive experience in professional services, consulting, or services delivery within a software (SaaS) organization.
- 5+ years in a senior leadership role managing multi-functional delivery teams and complex service portfolios.
- Demonstrated experience contributing to a professional services P&L, including ownership of revenue targets, utilization, and margin performance.
- Proven track record of inheriting and transforming delivery teams - assessing talent, closing skill gaps, and building toward a high-performance culture.
- Deep understanding of the SaaS customer lifecycle - from onboarding through renewal, expansion, and advocacy.
- Experience managing executive-level customer relationships across the Americas region.
- Strong commercial acumen with a demonstrated ability to connect services strategy to bookings and recurring revenue outcomes.
- Excellent communication, executive presence, and cross-functional influencing skills.
- Demonstrated experience leading AI strategy, AI-enabled transformation, or delivery of AI-related professional services in an enterprise SaaS or technology environment.
- Experience translating AI capabilities, agentic workflows, or automation into practical customer use cases, adoption plans, and measurable business outcomes.
- Ability and willingness to travel approximately 30% across the Americas.
PREFERRED
- Experience with portfolio and project management, work management, or enterprise transformation software.
- Familiarity with Planview's product portfolio or competitive landscape.
- Background leading AI, automation, advisory, or product-enabled services teams - particularly in a subscription or managed services model.
- Experience with Planview Anvi or a comparable AI, agent, or intelligent-workflow platform, including use-case prioritization, enablement, governance, and adoption.
- Experience designing and launching new service offerings in a high-growth SaaS and AI-centric environment.
- Experience building repeatable delivery methods for AI services from discovery and value assessment through implementation, adoption, and optimization.
- MBA or advanced degree in a related field.
- Bilingual (English/Spanish or English/Portuguese) a plus given Americas scope.
Strategic VisionLong-range thinking & prioritization Customer CentricityOutcome-focused delivery mindset
Financial AcumenP&L contribution & margin discipline
People LeadershipTeam assessment, building & development AI & Anvi LeadershipPractical AI strategy, enablement & value realization Executive InfluenceC-suite credibility & presence
Great Benefits and Fun Perks
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!