Strategic Account Executive

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

• Own and grow a focused portfolio of strategic accounts, developing deep knowledge of each customer’s business, priorities, organization, and decision-making landscape.
• Build and execute multi-year account strategies that connect customer priorities to Planview’s platform and Value Framework, creating a path to measurable customer value and durable growth.
• Serve as a trusted advisor to C-suite executives—including CIOs, CFOs, and CTOs—as well as other senior decision-makers; develop executive sponsors throughout the customer relationship.
• Create demand by uncovering whitespace, engaging new stakeholders, and identifying unmet needs and strategic initiatives rather than relying only on existing projects or formal RFPs.
• Lead complex enterprise sales cycles and close large, transformational, multi-product and platform deals, as well as major renewals and expansion opportunities.
• Lead commercially sophisticated negotiations and structure substantial, multi-year agreements that balance customer value with sustainable business outcomes.
• Address complex customer challenges and orchestrate internal and external contributors—including executive leadership, Product, Customer Support, Services, Legal, Finance, and partners—to shape solutions and deliver account outcomes.
• Maintain a clear view of account health, growth plans, risks, and sales forecasts; adapt account strategy and forecast opportunities accurately to support sustained expansion.
• Share insights from strategic customer relationships, market trends, and competitive positioning to influence Planview’s sales strategy and go-to-market direction; advise senior leadership on account strategy and market direction.
• Serve as a subject matter expert and mentor to the broader sales organization, sharing best practices in strategic account management and enterprise selling.

Qualifications

• 8+ years of enterprise SaaS sales experience and a demonstrated record of materially growing strategic customer accounts over time—not only closing a single large deal.
• Experience owning a small portfolio of very large, complex accounts, including global organizations, with account depth beyond managing a broad enterprise territory.
• Strong executive-level selling skills and a record of building credibility and durable relationships with C-suite decision-makers, particularly CIOs, CFOs, and CTOs.
• Success developing and executing multi-year account strategies tied to customer priorities and long-term growth.
• A consultative, value-based selling approach, including the ability to position solutions around customer outcomes and ROI and apply Planview’s Value Framework.
• A track record of generating demand and finding whitespace by uncovering new business needs, stakeholders, and opportunities—not simply responding to existing projects or RFPs.
• Success closing large, transformational deals involving multiple products or a platform solution, and leading high-value contract negotiations and multi-year partnership agreements.
• Strong cross-functional leadership, influence, and judgment to align executives, Product, Customer Support, Services, Legal, Finance, and partners around customer outcomes.
• The ability to assess account health, identify risks and growth opportunities, and produce accurate forecasts.
• Deep experience with Salesforce.com and modern sales technology.
• Excellent executive presence, communication, and presentation skills, with the ability to engage and influence senior stakeholders at all levels.
• A bachelor’s degree or equivalent experience; an MBA is a plus.

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

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!