Customer Value Engineer

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.

Responsibilities

• Partner with Account Executives on customer discovery and business impact assessments, translating objectives and pain points into a value-centric opportunity narrative.

• Lead value workshops, proof-of-concept planning, and technical demonstrations for executive sponsors, business process owners, and technical stakeholders.

• Partner with Professional Services to validate feasibility, implementation readiness, dependencies, scope, sequencing, and timelines.

• Support pre-implementation planning to embed value architecture and success measures into delivery.

• Create clear handoffs from opportunity to implementation and ongoing value management, ensuring Customer Value Advisors have the context needed to carry the value story forward.

• Bridge customer-validated outcomes and implementation, identifying misalignment early and helping Sales and Professional Services course-correct.

• Partner with Professional Services leadership on value realization planning, including adoption milestones and early usage patterns.

• Serve as a thought partner to Sales on complex opportunities requiring business-outcome alignment, competitive positioning, or stakeholder consensus.

• Maintain strong knowledge of Planview capabilities, market trends, customer use cases, implementation patterns, and value-delivery practices across portfolio management, enterprise agile, value stream management, enterprise architecture, and product management.

Qualifications

• 6+ years of experience with work and resource management platforms or related experience in enterprise agile, portfolio management, business process management, or organizational transformation.

• Demonstrated ability to engage C-level stakeholders on organizational capability, process maturity, and business transformation.

• Experience leading business impact assessments, value proposition development, proof-of-concept design, and technical demonstrations.

• Strong business acumen, including an understanding of finance, organizational change, and executive decision-making.

• Ability to translate between technical and business contexts, connecting architecture to strategic outcomes.

• Excellent communication and facilitation skills.

• Experience partnering with implementation, services, and operational teams to turn customer outcomes into executable delivery plans.

• Previous Value Engineering or Solution Consulting experience is a bonus.

• Management consulting, business process improvement, or organizational effectiveness experience is a strong plus.

• Certification or demonstrated expertise in a relevant domain such as SAFe, portfolio management, value stream management, or organizational agility is a plus.

• Fluency in German and English is required, with strong written and verbal communication skills

Whether you have some or all of these qualifications, we want to hear from you if you believe your background and experience could be a fit.