Principal Advisor

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

• 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

Qualifications

• 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 discussions across major enterprises 

• Opportunity to shape a regional transformation motion 

• Apply consulting skillset in a high-impact enterprise SaaS context 

• Work on complex strategy and operating model challenges across industries 

• Collaborate with experienced practitioners across strategy, transformation, and technology domains 

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!