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Most recent job postings at Planview, Inc.
via LinkedIn
posted_at: 3 days agoschedule_type: Full-timework_from_home: 1
Overview
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for capabilities such as strategic portfolio management, enterprise agile planning, and value stream management. Planview is pro ud to be recognized by analysts as a leading provider in all... three of these areas . Our broader solutions span
Overview
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for capabilities such as strategic portfolio management, enterprise agile planning, and value stream management. Planview is pro ud to be recognized by analysts as a leading provider in all... three of these areas . Our broader solutions span every class of work, resource, and organization to address the varying needs of diverse and distributed teams, departments, and enterprises. Some of the most impactful digital transformations in global enterprises are backed by Planview solutions. Headquartered in Austin, Texas, Planview’s 1400+ employees serve over 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise , and highly engaged communities. Planview embraces a cultu re of open collaboration and is committed to diversity , equity, and inclusion supported by a range of Employee Resource Group initiatives. For more inf ormation , visit us at planview. com .
About the role:
Planview is committed to building on AWS’s broad portfolio of cloud technologies and solutions to drive the efficiency, security, and reliability needed to scale Planview’s connected platform of solutions and accelerate innovation for Planview’s customers.
Planview is hiring an AWS Partner Manager, reporting to the Vice President of Strategic Alliances to leverage the go-to-market opportunities of the AWS platform and ecosystem . In this role, you will be responsible for creating and executing go-to-market plans to drive revenue via the AWS partnership globally in collaboration with the VP Strategic Alliances .
Please note, this is a remote role available to candidates in the USA or Canada.
Who are you?
You are excited by the prospect of l aunching a game-changing new AWS go-to-market i nitiative and making a transformational impact on how Planview does business. You are a high energy , self- motivated , team player who is driven to achieve your ambitious objectives . You’re a trailblazer that thrives in an uncertain env ironment and your positive attitude enables you to take charge of removing any obstacles in your way.
Responsibilities
• Create and execute go-to-market plans to drive revenue via the AWS partnership globally .
• Manage participation in all applicable AWS partner programs and secure access to higher tiers .
• Partner with the marketing team to plan and execute virtual and in-person AWS events and marketing campaigns. Track and report the results of each marketing initiative.
• Coordinate approval and use of AWS MDF (Marketing Development Fund) allocations .
• Facilitate cooperation on sales opportunities among Planview and AWS account teams .
• Grow and track AWS-related pipeline development and sales performance .
• Ensure AWS-related opportunities are tracked and proactively drive account teams to manage them to completion.
• Provide accurate pipeline tracking, reporting, and forecasting using Salesforce .
• Ensure Planview is the leading AWS partner in the SPM , EAP , and VSM solution areas (Strategic Portfolio Management, Enterprise Agile Planning, Value Stream Management) .
• Create and maintain AWS Marketplace listings for several solutions.
• Lead cross-functional teams to a chieve AWS competencies to differentiate Planview in the AWS ecosystem .
• Create and deliver enablement content for Planview field teams on working with AWS.
• Be come highly knowledgeable in Planview’s solution offerings and value proposition .
• Provide direction, guidance, resources, and oversight for Planview’s AWS Foundation Technical Reviews and technical integration with the AWS Marketp lace.
Qualifications
• 2+ Years working with AWS .
• Strong understanding of AWS partner and field incentive programs .
• Experience with other vendor marketplace ecosystems is of value
• Strong understanding of AWS go-to-market organization structure including partner, channel, account, and marketing teams.
• Strong attention to detail and organizational skills .
• Excellent written and verbal communication skills .
• Proven ability to establish trust and build collaborative relationships with internal and external partners Show more details...
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for capabilities such as strategic portfolio management, enterprise agile planning, and value stream management. Planview is pro ud to be recognized by analysts as a leading provider in all... three of these areas . Our broader solutions span every class of work, resource, and organization to address the varying needs of diverse and distributed teams, departments, and enterprises. Some of the most impactful digital transformations in global enterprises are backed by Planview solutions. Headquartered in Austin, Texas, Planview’s 1400+ employees serve over 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise , and highly engaged communities. Planview embraces a cultu re of open collaboration and is committed to diversity , equity, and inclusion supported by a range of Employee Resource Group initiatives. For more inf ormation , visit us at planview. com .
About the role:
Planview is committed to building on AWS’s broad portfolio of cloud technologies and solutions to drive the efficiency, security, and reliability needed to scale Planview’s connected platform of solutions and accelerate innovation for Planview’s customers.
Planview is hiring an AWS Partner Manager, reporting to the Vice President of Strategic Alliances to leverage the go-to-market opportunities of the AWS platform and ecosystem . In this role, you will be responsible for creating and executing go-to-market plans to drive revenue via the AWS partnership globally in collaboration with the VP Strategic Alliances .
Please note, this is a remote role available to candidates in the USA or Canada.
Who are you?
You are excited by the prospect of l aunching a game-changing new AWS go-to-market i nitiative and making a transformational impact on how Planview does business. You are a high energy , self- motivated , team player who is driven to achieve your ambitious objectives . You’re a trailblazer that thrives in an uncertain env ironment and your positive attitude enables you to take charge of removing any obstacles in your way.
Responsibilities
• Create and execute go-to-market plans to drive revenue via the AWS partnership globally .
• Manage participation in all applicable AWS partner programs and secure access to higher tiers .
• Partner with the marketing team to plan and execute virtual and in-person AWS events and marketing campaigns. Track and report the results of each marketing initiative.
• Coordinate approval and use of AWS MDF (Marketing Development Fund) allocations .
• Facilitate cooperation on sales opportunities among Planview and AWS account teams .
• Grow and track AWS-related pipeline development and sales performance .
• Ensure AWS-related opportunities are tracked and proactively drive account teams to manage them to completion.
• Provide accurate pipeline tracking, reporting, and forecasting using Salesforce .
• Ensure Planview is the leading AWS partner in the SPM , EAP , and VSM solution areas (Strategic Portfolio Management, Enterprise Agile Planning, Value Stream Management) .
• Create and maintain AWS Marketplace listings for several solutions.
• Lead cross-functional teams to a chieve AWS competencies to differentiate Planview in the AWS ecosystem .
• Create and deliver enablement content for Planview field teams on working with AWS.
• Be come highly knowledgeable in Planview’s solution offerings and value proposition .
• Provide direction, guidance, resources, and oversight for Planview’s AWS Foundation Technical Reviews and technical integration with the AWS Marketp lace.
Qualifications
• 2+ Years working with AWS .
• Strong understanding of AWS partner and field incentive programs .
• Experience with other vendor marketplace ecosystems is of value
• Strong understanding of AWS go-to-market organization structure including partner, channel, account, and marketing teams.
• Strong attention to detail and organizational skills .
• Excellent written and verbal communication skills .
• Proven ability to establish trust and build collaborative relationships with internal and external partners Show more details...
via Planview | Careers
posted_at: 22 days agoschedule_type: Full-time
Overview
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation... management, and collaborative work and project management.
Overview
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation... management, and collaborative work and project management. Our solutions span every class of work, resource, and organization to address the varying needs of diverse and distributed teams, departments, and enterprises. Headquartered in Austin, Texas, Planview’s more than 1400+ employees serve over 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise, and highly engaged communities. For more info., visit us at planview.com.
The Security Solutions Engineer is a security expert that is responsible for technical pre-sales support for Planview’s products. The Security Solutions Engineer works with the sales team in a pre-sales role to support solutions involving Planview’s products from the security lens. The Security Solutions Engineer needs to articulate and demonstrate Planview’s solutions, security features, and position products relative to competition. #LI-Remote
Responsibilities
• Understands, articulates, and evangelizes Planview’s portfolio of products and services and compliance with ISO, SOC and other key standards to internal stakeholders and external customers
• Presents Planview solutions for prospects and customers with crisp and informative overviews, tailoring to your audience, be they executives, security leads or architects
• Supports the presales process from the security and technological areas, working in tandem with sales manager, presales team, leadership, and all of Planview
• Supports RFI/RFQ activities by preparing responses to security elements
• Builds and maintains solid relationships with key internal and external customer stakeholders
• Connects with peers throughout Planview to learn, contribute, and share best practices
• Maintains technical presales documentation relevant to security and compliance
• Identifies and implements process improvements to reduce pre-sales cycle time
• Prepare and review Product Security documentation for external facing websites, prospects and customers.
• Assist with coordination and participate in client requested Information Security Audits
• Track remediation status of identified product security CVE’s (vulnerabilities) identified by internal or external scans
• Maintain open communication and coordination between Product Management, Privacy and Security
Qualifications
• At least 5 years of strong hands-on experience in IT Security with at least 2 years in technical solutions and presales
• Proven ability to communicate technical information to non-technical people
• Outstanding verbal and written communication skills
• Strong working knowledge of security technologies (across multiple domains such as Firewall, Network IPS, SIEM, DLP, Cloud Security etc.)
• Strong knowledge of information security concepts and familiarity with security products
• Understanding of commercial concepts applicable to the sales process, e.g. budget cycles, pricing
• Demonstrate strong project management principles
• One of the industry-leading qualifications is preferable (SSCP, CISSP)
• Strong problem-solving skills, ability to analyze complex requirements and use a systematic approach to gain quick resolution, sometimes under pressure Show more details...
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation... management, and collaborative work and project management. Our solutions span every class of work, resource, and organization to address the varying needs of diverse and distributed teams, departments, and enterprises. Headquartered in Austin, Texas, Planview’s more than 1400+ employees serve over 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise, and highly engaged communities. For more info., visit us at planview.com.
The Security Solutions Engineer is a security expert that is responsible for technical pre-sales support for Planview’s products. The Security Solutions Engineer works with the sales team in a pre-sales role to support solutions involving Planview’s products from the security lens. The Security Solutions Engineer needs to articulate and demonstrate Planview’s solutions, security features, and position products relative to competition. #LI-Remote
Responsibilities
• Understands, articulates, and evangelizes Planview’s portfolio of products and services and compliance with ISO, SOC and other key standards to internal stakeholders and external customers
• Presents Planview solutions for prospects and customers with crisp and informative overviews, tailoring to your audience, be they executives, security leads or architects
• Supports the presales process from the security and technological areas, working in tandem with sales manager, presales team, leadership, and all of Planview
• Supports RFI/RFQ activities by preparing responses to security elements
• Builds and maintains solid relationships with key internal and external customer stakeholders
• Connects with peers throughout Planview to learn, contribute, and share best practices
• Maintains technical presales documentation relevant to security and compliance
• Identifies and implements process improvements to reduce pre-sales cycle time
• Prepare and review Product Security documentation for external facing websites, prospects and customers.
• Assist with coordination and participate in client requested Information Security Audits
• Track remediation status of identified product security CVE’s (vulnerabilities) identified by internal or external scans
• Maintain open communication and coordination between Product Management, Privacy and Security
Qualifications
• At least 5 years of strong hands-on experience in IT Security with at least 2 years in technical solutions and presales
• Proven ability to communicate technical information to non-technical people
• Outstanding verbal and written communication skills
• Strong working knowledge of security technologies (across multiple domains such as Firewall, Network IPS, SIEM, DLP, Cloud Security etc.)
• Strong knowledge of information security concepts and familiarity with security products
• Understanding of commercial concepts applicable to the sales process, e.g. budget cycles, pricing
• Demonstrate strong project management principles
• One of the industry-leading qualifications is preferable (SSCP, CISSP)
• Strong problem-solving skills, ability to analyze complex requirements and use a systematic approach to gain quick resolution, sometimes under pressure Show more details...
via Planview | Careers
posted_at: 22 days agoschedule_type: Full-time
Overview
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation... management, and collaborative work and project management.
Overview
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation... management, and collaborative work and project management. Our solutions span every class of work, resource, and organization to address the varying needs of diverse and distributed teams, departments, and enterprises. Headquartered in Austin, Texas, Planview’s more than 1400+ employees serve over 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise, and highly engaged communities. For more info., visit us at planview.com.
At Planview, the security of our customer data and the applications we develop for them is paramount to our success. Security becomes a burden when it comes too late in the development cycle. At Planview, we strive to ensure security-by-design and to shift security left into the hands of our developers to build secure applications. We do this by integrating security into our existing CICD pipelines and by building foundational security components that abstract the complexity and simplify integration into the various application teams.
A critical responsibility of the Product Security Manager is to understand the common software security challenges within the organization, and to come up with operational procedures, standards, guidelines, principles, and security solutions the respective application teams can use to ensure we ship secure products. As a key security stakeholder to the Development and Product Management organizations, the Product Security Manager’s primary objective is to make security easy for developers, engineers, product managers, and security teams alike while most importantly ensuring Digital applications are secure by design. #LI-Remote
Responsibilities
• Provide technical product security subject matter expertise and leadership in defining, documenting, implementing, and communicating product security concepts, requirements, and policies to the organization and to customers
• Collaborate with stakeholders (including Scrum Teams & Product Management) on feature requests around Security Compliance items to assess priority, value, and development cost
• Define and communicate the security backlog and strategy for SAFe teams.
• Understand internal and external customer needs to define short term and long-term product direction related to security.
• Decompose high-level requirements into user stories and tasks, manage and prioritize the product backlog, participate in scrums and meta-scrums, and validate delivered solution designs.
• Understands, assesses, and critiques the architecture proposed by the application architecture team and ensures the scrum team delivery is aligned to the solution’s mission
• Communicate security backlog and vision effectively to colleagues’ leadership
• Perform industry research as necessary to support feature development
• Partner with engineering teams to define, track and test user stories in an agile software development life cycle
• Work with product management to track schedule against the roadmap and escalate risks/issues
• Explore new market space developments, and evaluating / understanding competitive tools
• Collaborate with the engineering team to prioritize security features and scan related findings and facilitate determining the best technical solutions.
• Act as subject matter expert regarding cloud security, DevSecOps and associated tools; providing guidance and recommendations to team members and senior leadership.
• Assist in driving the strategic direction of the DevSecOps Program framework through partnerships with engineering, operations, IT and the business
• Assist in defining KPI’s for the Cloud Application Security and advance the Cloud Application Security Program maturity and DevSecOps program efficiencies.
Qualifications
• Excellent written and verbal communication skills; with success sharing issues, risks, and insights with senior leaders.
• Demonstrated ability to prioritize across multiple work streams while leading projects and teams.
• Analytical, problem-solving, negotiation and organizational skills with a clear experience focusing under pressure
• Experience driving projects end-to-end independently, including evaluating, defining and improving end-to-end processes
• Experience influencing stakeholders and partner teams, especially in collaborating with different individuals across the organization
• Communication skills across technical and non-technical stakeholders and attention to detail
• Experience managing competing priorities and simultaneous/concurrent projects in a fast-paced environment
• Familiarity or experience with compliance programs such as GDPR, ISO 27001, IS0 27018, SOC 2 and PCI
• Experience in developing & deploying Governance Risk Compliance (GRC) technical strategies and security operations strategies
• Experience in designing a Zero Trust strategy and architecture
Education and Experience
• Degree in Computer Science, Engineering, or related field
• Minimum of 5 years hands on experience in cloud security application
• Minimum of 4 years of experience in leading and deploying DevSecOps in Cloud applications
• Hands-on experience in diverse IT / Cloud environments (Azure, AWS, GCP, etc.) within a Multi-national large-scale Enterprise is highly preferred Show more details...
As the global leader in work and resource management, Planview makes it easier for all organizations to achieve their business goals. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation... management, and collaborative work and project management. Our solutions span every class of work, resource, and organization to address the varying needs of diverse and distributed teams, departments, and enterprises. Headquartered in Austin, Texas, Planview’s more than 1400+ employees serve over 5,000 customers worldwide through a culture of innovative technology leadership, deep market expertise, and highly engaged communities. For more info., visit us at planview.com.
At Planview, the security of our customer data and the applications we develop for them is paramount to our success. Security becomes a burden when it comes too late in the development cycle. At Planview, we strive to ensure security-by-design and to shift security left into the hands of our developers to build secure applications. We do this by integrating security into our existing CICD pipelines and by building foundational security components that abstract the complexity and simplify integration into the various application teams.
A critical responsibility of the Product Security Manager is to understand the common software security challenges within the organization, and to come up with operational procedures, standards, guidelines, principles, and security solutions the respective application teams can use to ensure we ship secure products. As a key security stakeholder to the Development and Product Management organizations, the Product Security Manager’s primary objective is to make security easy for developers, engineers, product managers, and security teams alike while most importantly ensuring Digital applications are secure by design. #LI-Remote
Responsibilities
• Provide technical product security subject matter expertise and leadership in defining, documenting, implementing, and communicating product security concepts, requirements, and policies to the organization and to customers
• Collaborate with stakeholders (including Scrum Teams & Product Management) on feature requests around Security Compliance items to assess priority, value, and development cost
• Define and communicate the security backlog and strategy for SAFe teams.
• Understand internal and external customer needs to define short term and long-term product direction related to security.
• Decompose high-level requirements into user stories and tasks, manage and prioritize the product backlog, participate in scrums and meta-scrums, and validate delivered solution designs.
• Understands, assesses, and critiques the architecture proposed by the application architecture team and ensures the scrum team delivery is aligned to the solution’s mission
• Communicate security backlog and vision effectively to colleagues’ leadership
• Perform industry research as necessary to support feature development
• Partner with engineering teams to define, track and test user stories in an agile software development life cycle
• Work with product management to track schedule against the roadmap and escalate risks/issues
• Explore new market space developments, and evaluating / understanding competitive tools
• Collaborate with the engineering team to prioritize security features and scan related findings and facilitate determining the best technical solutions.
• Act as subject matter expert regarding cloud security, DevSecOps and associated tools; providing guidance and recommendations to team members and senior leadership.
• Assist in driving the strategic direction of the DevSecOps Program framework through partnerships with engineering, operations, IT and the business
• Assist in defining KPI’s for the Cloud Application Security and advance the Cloud Application Security Program maturity and DevSecOps program efficiencies.
Qualifications
• Excellent written and verbal communication skills; with success sharing issues, risks, and insights with senior leaders.
• Demonstrated ability to prioritize across multiple work streams while leading projects and teams.
• Analytical, problem-solving, negotiation and organizational skills with a clear experience focusing under pressure
• Experience driving projects end-to-end independently, including evaluating, defining and improving end-to-end processes
• Experience influencing stakeholders and partner teams, especially in collaborating with different individuals across the organization
• Communication skills across technical and non-technical stakeholders and attention to detail
• Experience managing competing priorities and simultaneous/concurrent projects in a fast-paced environment
• Familiarity or experience with compliance programs such as GDPR, ISO 27001, IS0 27018, SOC 2 and PCI
• Experience in developing & deploying Governance Risk Compliance (GRC) technical strategies and security operations strategies
• Experience in designing a Zero Trust strategy and architecture
Education and Experience
• Degree in Computer Science, Engineering, or related field
• Minimum of 5 years hands on experience in cloud security application
• Minimum of 4 years of experience in leading and deploying DevSecOps in Cloud applications
• Hands-on experience in diverse IT / Cloud environments (Azure, AWS, GCP, etc.) within a Multi-national large-scale Enterprise is highly preferred Show more details...
via Planview | Careers
posted_at: 7 days agoschedule_type: Full-time
Overview
Planview is hiring an experienced Senior Account Executive - Financial Services reporting to our Vice President of Sales. In this role, you'll be responsible for new business, customer expansion and driving revenue with a solution-oriented sales approach in the financial services sector. We’re searching for an ambitious full cycle sales professional who, like us, is motivated by the... opportunity to drive meaningful, positive change among
Overview
Planview is hiring an experienced Senior Account Executive - Financial Services reporting to our Vice President of Sales. In this role, you'll be responsible for new business, customer expansion and driving revenue with a solution-oriented sales approach in the financial services sector. We’re searching for an ambitious full cycle sales professional who, like us, is motivated by the... opportunity to drive meaningful, positive change among the world’s biggest Financial enterprise organizations.
Key points to Consider:
• This is a board-initiated position and will have support and visibility at all levels within Planview
• Provides an opportunity to create and grow a vertical with a strategic vs opportunistic focus
• Several of the largest banks in the world are Planview customers
• Fantastic opportunity to take your earnings and skills to the next level
• Candidate must be based in the tri-state region
Who are you? #LI-Remote
A high-energy, driven, team player with expertise in Enterprise SaaS sales, and you are looking to accelerate your career and earning potential while contributing to a world class sales organization. You are an overachiever who has developed a body of sales experience enabling you to tackle complex, executive-level enterprise software sales with finesse and ease. You enjoy the thrill of generating and executing strategic plans for closing new logos and growing key accounts. You have a track record of engaging with, and making allies out of, senior-level technology executives (CIO, SVP, etc), built on 10+ years of successful, ROI-driven, enterprise-wide solutions-oriented selling.
Above all, you are flexible, able to thrive selling as an individual, all while effectively communicating the technical and business value of our software at all levels of our prospect base.
#LI-Remote
Responsibilities
• Apply strong business acumen and Planview sales methodology to every prospective customer engagement in the financial services sector
• Consult and guide potential enterprise customers of Planview through the sales process, turning leads into long-lasting partnerships by understanding their business and use cases, communicating with prospective customers in a professional and persuasive manner, and conducting presentations and demos to groups of customers/executives
• Harness your enterprise sales skills to tactfully navigate complex and lengthy buying processes, using problem-solving skills and tenacity to continuously overcome objections and drive deals forward
• Work independently, identify requirements, and build successful plans to generate and close new business
• Support company growth by meeting or exceeding revenue quota goals on monthly, quarterly, and yearly basis
• Build strong internal relationships to ensure our customers have a smooth onboarding experience and derive maximum value from Planview
• Consult with prospects to determine the best solutions for their specific needs. Recommend solutions, prepare and present proposals
• Grow and develop Planview’s focus on the financial services sector
Qualifications
• Proven track record of at least 10+ years successfully selling ROI-driven, Enterprise-Wide Applications to C-level decision makers in the financial services sector
• Ability to navigate complex organizational structures, long sales cycles, and multiple decision-makers, and communicate technical and business value of Planview solutions effectively to all prospect stakeholders
• Enterprise/SaaS Sales experience is required
• Deep industry knowledge within financial services and confidence in developing relationships by conducting business-driven discussions with CFOs and their finance teams.
• Ability to quickly understand business challenges and create solutions. An appreciation of the responsibilities and challenges of the Finance services function of today, with an interest in co-creating desired business solutions
• Outstanding communication and interpersonal skills: oral/written communication, presenting skills, and ability to collaborate with and engage individuals at all levels of an organization Show more details...
Planview is hiring an experienced Senior Account Executive - Financial Services reporting to our Vice President of Sales. In this role, you'll be responsible for new business, customer expansion and driving revenue with a solution-oriented sales approach in the financial services sector. We’re searching for an ambitious full cycle sales professional who, like us, is motivated by the... opportunity to drive meaningful, positive change among the world’s biggest Financial enterprise organizations.
Key points to Consider:
• This is a board-initiated position and will have support and visibility at all levels within Planview
• Provides an opportunity to create and grow a vertical with a strategic vs opportunistic focus
• Several of the largest banks in the world are Planview customers
• Fantastic opportunity to take your earnings and skills to the next level
• Candidate must be based in the tri-state region
Who are you? #LI-Remote
A high-energy, driven, team player with expertise in Enterprise SaaS sales, and you are looking to accelerate your career and earning potential while contributing to a world class sales organization. You are an overachiever who has developed a body of sales experience enabling you to tackle complex, executive-level enterprise software sales with finesse and ease. You enjoy the thrill of generating and executing strategic plans for closing new logos and growing key accounts. You have a track record of engaging with, and making allies out of, senior-level technology executives (CIO, SVP, etc), built on 10+ years of successful, ROI-driven, enterprise-wide solutions-oriented selling.
Above all, you are flexible, able to thrive selling as an individual, all while effectively communicating the technical and business value of our software at all levels of our prospect base.
#LI-Remote
Responsibilities
• Apply strong business acumen and Planview sales methodology to every prospective customer engagement in the financial services sector
• Consult and guide potential enterprise customers of Planview through the sales process, turning leads into long-lasting partnerships by understanding their business and use cases, communicating with prospective customers in a professional and persuasive manner, and conducting presentations and demos to groups of customers/executives
• Harness your enterprise sales skills to tactfully navigate complex and lengthy buying processes, using problem-solving skills and tenacity to continuously overcome objections and drive deals forward
• Work independently, identify requirements, and build successful plans to generate and close new business
• Support company growth by meeting or exceeding revenue quota goals on monthly, quarterly, and yearly basis
• Build strong internal relationships to ensure our customers have a smooth onboarding experience and derive maximum value from Planview
• Consult with prospects to determine the best solutions for their specific needs. Recommend solutions, prepare and present proposals
• Grow and develop Planview’s focus on the financial services sector
Qualifications
• Proven track record of at least 10+ years successfully selling ROI-driven, Enterprise-Wide Applications to C-level decision makers in the financial services sector
• Ability to navigate complex organizational structures, long sales cycles, and multiple decision-makers, and communicate technical and business value of Planview solutions effectively to all prospect stakeholders
• Enterprise/SaaS Sales experience is required
• Deep industry knowledge within financial services and confidence in developing relationships by conducting business-driven discussions with CFOs and their finance teams.
• Ability to quickly understand business challenges and create solutions. An appreciation of the responsibilities and challenges of the Finance services function of today, with an interest in co-creating desired business solutions
• Outstanding communication and interpersonal skills: oral/written communication, presenting skills, and ability to collaborate with and engage individuals at all levels of an organization Show more details...
via Planview | Careers
schedule_type: Full-time
Overview
Planview, Inc. is seeking a qualified candidate for the position of Partner Solution Consultant / Technical Account Manager as part of the North American Solution Consulting team to support our Strategic Alliances and Partner Programs. The ideal candidate will be based in Austin; however, candidates in other locations will also be considered...
The Solution Consulting team within the sales organization is a key part of success for the company.
Overview
Planview, Inc. is seeking a qualified candidate for the position of Partner Solution Consultant / Technical Account Manager as part of the North American Solution Consulting team to support our Strategic Alliances and Partner Programs. The ideal candidate will be based in Austin; however, candidates in other locations will also be considered...
The Solution Consulting team within the sales organization is a key part of success for the company. In the “changing world of work” it is becoming increasingly important that we partner with customers and prospects to identify where they are on their “strategy-to-delivery” journey and define the best Planview solution to meet those needs.
The Planview Partner Solution Consultant is responsible for establishing and executing the technical pre-sales strategy for the Planview Strategic Alliances and Partner Sales team. The Enterprise Solution Consulting Team focuses on Strategic Portfolio Planning, Enterprise Agile Planning, Product Portfolio Management and Value Stream Management. This position will be focusing on the products that support those solutions including Portfolios, AgilePlace, ProjectPlace, and others. This includes providing technical pre-sales support to the Partner Account Managers and the sales and technical enablement of those partners. Ultimately, the Solution Consultant will play a key role in achieving company objectives and in supporting the sales process by focusing on the management of successful partner and alliances relationships and supporting the achievement of aggressive sales goals in a rapidly growing and dynamic organization. #LIREMOTE
Responsibilities
• Assisting with meeting sales targets by supporting and working closely with the Strategic Alliances Team and partner Account Managers in active sales cycles
• Delivering technical platform demonstrations and presentations to mixed audiences including, prospective Partners, customers, existing customers, and industry groups
• Supporting the overall improvement of the Strategic Alliances solution demonstration through configuration and demonstration flow updates
• Advising Product Management and R&D of technical issues and requests for product features
• Supporting for RFP and Security Questionnaires for Partner Managers
• Supporting the overall enablement of the Strategic Alliances Sales organization through established training sessions and informal communications
• Working with Marketing to align campaigns and industry recognitions with demonstration focus
Qualifications
• Must be a leading contributor individually and as a team member, taking initiative, and providing direction and mentoring to others. Work is non-routine and very complex, involving many aspects of the company positioning as well as the overall solution
• A minimum of 2 years Prior Pre-sales experience
• A minimum of 2 years-experience in Agile based practices
• PPM or Agile software and/or industry experience
• Experience in Product Portfolio Management and product management methodologies (PMI, Six Sigma, Lean, etc) is a plus
• Experience in guiding teams on Agile methodologies (Scrum, Kanban, Lean, XP, SAFe, etc.) is a plus
• Software Development and Configuration Experience is a plus
• Excellent presentation, demonstration and facilitation skills for leading meetings, driving technical product evaluations, delivering partner training and coaching engagements
• Excellent verbal and written communication skills Show more details...
Planview, Inc. is seeking a qualified candidate for the position of Partner Solution Consultant / Technical Account Manager as part of the North American Solution Consulting team to support our Strategic Alliances and Partner Programs. The ideal candidate will be based in Austin; however, candidates in other locations will also be considered...
The Solution Consulting team within the sales organization is a key part of success for the company. In the “changing world of work” it is becoming increasingly important that we partner with customers and prospects to identify where they are on their “strategy-to-delivery” journey and define the best Planview solution to meet those needs.
The Planview Partner Solution Consultant is responsible for establishing and executing the technical pre-sales strategy for the Planview Strategic Alliances and Partner Sales team. The Enterprise Solution Consulting Team focuses on Strategic Portfolio Planning, Enterprise Agile Planning, Product Portfolio Management and Value Stream Management. This position will be focusing on the products that support those solutions including Portfolios, AgilePlace, ProjectPlace, and others. This includes providing technical pre-sales support to the Partner Account Managers and the sales and technical enablement of those partners. Ultimately, the Solution Consultant will play a key role in achieving company objectives and in supporting the sales process by focusing on the management of successful partner and alliances relationships and supporting the achievement of aggressive sales goals in a rapidly growing and dynamic organization. #LIREMOTE
Responsibilities
• Assisting with meeting sales targets by supporting and working closely with the Strategic Alliances Team and partner Account Managers in active sales cycles
• Delivering technical platform demonstrations and presentations to mixed audiences including, prospective Partners, customers, existing customers, and industry groups
• Supporting the overall improvement of the Strategic Alliances solution demonstration through configuration and demonstration flow updates
• Advising Product Management and R&D of technical issues and requests for product features
• Supporting for RFP and Security Questionnaires for Partner Managers
• Supporting the overall enablement of the Strategic Alliances Sales organization through established training sessions and informal communications
• Working with Marketing to align campaigns and industry recognitions with demonstration focus
Qualifications
• Must be a leading contributor individually and as a team member, taking initiative, and providing direction and mentoring to others. Work is non-routine and very complex, involving many aspects of the company positioning as well as the overall solution
• A minimum of 2 years Prior Pre-sales experience
• A minimum of 2 years-experience in Agile based practices
• PPM or Agile software and/or industry experience
• Experience in Product Portfolio Management and product management methodologies (PMI, Six Sigma, Lean, etc) is a plus
• Experience in guiding teams on Agile methodologies (Scrum, Kanban, Lean, XP, SAFe, etc.) is a plus
• Software Development and Configuration Experience is a plus
• Excellent presentation, demonstration and facilitation skills for leading meetings, driving technical product evaluations, delivering partner training and coaching engagements
• Excellent verbal and written communication skills Show more details...
via Planview | Careers
posted_at: 7 days agoschedule_type: Full-time
Overview
Planview is the world leader in enterprise software planning for enterprise-wide deployment strategies, processes and resources. More than 4000 customers, among the world's largest and most respected companies, have successfully implemented Planview software to optimize their enterprise portfolio management, project, portfolio and resource management, business intelligence and expense... tracking processes. We have had stable, organic growth
Overview
Planview is the world leader in enterprise software planning for enterprise-wide deployment strategies, processes and resources. More than 4000 customers, among the world's largest and most respected companies, have successfully implemented Planview software to optimize their enterprise portfolio management, project, portfolio and resource management, business intelligence and expense... tracking processes. We have had stable, organic growth for years and now need reinforcement.
Planview is hiring an experienced Senior Account Executive, reporting to our Vice President of Enterprise Sales. In this role, you'll be responsible for new business and expansion and driving revenue with a solution-oriented sales approach. We’re searching for an ambitious full cycle sales professional who, like us, is motivated by the opportunity to drive meaningful, positive change among the world’s biggest enterprise organizations.
This is a unique, high reward opportunity to apply your B2B, SaaS, or technology sales expertise as a Senior Account Executive with Austin-based Planview. #
Please note, although this is a remote role, the candidate MUST be based on the West Coast.
Who are you? #LI-Remote
A high-energy, driven, team player with expertise in Enterprise SaaS sales, and you are looking to accelerate your career and earning potential while contributing to a world class sales organization. You are an overachiever who has developed a body of sales experience enabling you to tackle complex, executive-level enterprise software sales with finesse and ease. You enjoy the thrill of generating and executing strategic plans for closing new logos and growing key accounts. You have a track record of engaging with, and making allies out of, senior-level technology executives (CIO, SVP, etc), built on 5+ years of successful, ROI-driven, enterprise-wide solutions-oriented selling.
Above all, you are flexible, able to thrive selling as an individual, all while effectively communicating the technical and business value of our software at all levels of our prospect base. Preferred location is California, but candidates anywhere in the western United States are encouraged to apply.
Responsibilities
• Apply strong business acumen and Planview sales methodology to every prospective customer engagement
• Consult and guide potential enterprise customers of Planview through the sales process, turning leads into long-lasting partnerships by understanding their business and use cases, communicating with prospective customers in a professional and persuasive manner, and conducting presentations and demos to groups of customers/executives
• Harness your enterprise sales skills to tactfully navigate complex and lengthy buying processes, using problem-solving skills and tenacity to continuously overcome objections and drive deals forward
• Work independently, identify requirements, and build successful plans to generate and close new business
• Support company growth by meeting or exceeding revenue quota goals on monthly, quarterly, and yearly basis
• Build strong internal relationships to ensure our customers have a smooth onboarding experience and derive maximum value from Planview
• Consult with prospects to determine the best solutions for their specific needs. Recommend solutions, prepare and present proposals
Qualifications
• Proven track record of 5+ years successfully selling ROI-driven, Enterprise-Wide Applications to C-level decision makers
• Ability to navigate complex organizational structures, long sales cycles, and multiple decision-makers, and communicate technical and business value of Planview solutions effectively to all prospect stakeholders
• Enterprise/SaaS Sales experience is required
• Experience collaborating and working effectively with virtual sales teams
• Ability to build rapport with business and technical contacts within accounts.
• Deep experience with SFDC and other modern-day sales tech (ZoomInfo, Demandbase, etc.)
• Experience with value-based and ROI-based positioning of software solutions
• Outstanding communication and interpersonal skills: oral/written communication, presenting skills, and ability to collaborate with and engage individuals at all levels of an organization Show more details...
Planview is the world leader in enterprise software planning for enterprise-wide deployment strategies, processes and resources. More than 4000 customers, among the world's largest and most respected companies, have successfully implemented Planview software to optimize their enterprise portfolio management, project, portfolio and resource management, business intelligence and expense... tracking processes. We have had stable, organic growth for years and now need reinforcement.
Planview is hiring an experienced Senior Account Executive, reporting to our Vice President of Enterprise Sales. In this role, you'll be responsible for new business and expansion and driving revenue with a solution-oriented sales approach. We’re searching for an ambitious full cycle sales professional who, like us, is motivated by the opportunity to drive meaningful, positive change among the world’s biggest enterprise organizations.
This is a unique, high reward opportunity to apply your B2B, SaaS, or technology sales expertise as a Senior Account Executive with Austin-based Planview. #
Please note, although this is a remote role, the candidate MUST be based on the West Coast.
Who are you? #LI-Remote
A high-energy, driven, team player with expertise in Enterprise SaaS sales, and you are looking to accelerate your career and earning potential while contributing to a world class sales organization. You are an overachiever who has developed a body of sales experience enabling you to tackle complex, executive-level enterprise software sales with finesse and ease. You enjoy the thrill of generating and executing strategic plans for closing new logos and growing key accounts. You have a track record of engaging with, and making allies out of, senior-level technology executives (CIO, SVP, etc), built on 5+ years of successful, ROI-driven, enterprise-wide solutions-oriented selling.
Above all, you are flexible, able to thrive selling as an individual, all while effectively communicating the technical and business value of our software at all levels of our prospect base. Preferred location is California, but candidates anywhere in the western United States are encouraged to apply.
Responsibilities
• Apply strong business acumen and Planview sales methodology to every prospective customer engagement
• Consult and guide potential enterprise customers of Planview through the sales process, turning leads into long-lasting partnerships by understanding their business and use cases, communicating with prospective customers in a professional and persuasive manner, and conducting presentations and demos to groups of customers/executives
• Harness your enterprise sales skills to tactfully navigate complex and lengthy buying processes, using problem-solving skills and tenacity to continuously overcome objections and drive deals forward
• Work independently, identify requirements, and build successful plans to generate and close new business
• Support company growth by meeting or exceeding revenue quota goals on monthly, quarterly, and yearly basis
• Build strong internal relationships to ensure our customers have a smooth onboarding experience and derive maximum value from Planview
• Consult with prospects to determine the best solutions for their specific needs. Recommend solutions, prepare and present proposals
Qualifications
• Proven track record of 5+ years successfully selling ROI-driven, Enterprise-Wide Applications to C-level decision makers
• Ability to navigate complex organizational structures, long sales cycles, and multiple decision-makers, and communicate technical and business value of Planview solutions effectively to all prospect stakeholders
• Enterprise/SaaS Sales experience is required
• Experience collaborating and working effectively with virtual sales teams
• Ability to build rapport with business and technical contacts within accounts.
• Deep experience with SFDC and other modern-day sales tech (ZoomInfo, Demandbase, etc.)
• Experience with value-based and ROI-based positioning of software solutions
• Outstanding communication and interpersonal skills: oral/written communication, presenting skills, and ability to collaborate with and engage individuals at all levels of an organization Show more details...
via Planview | Careers
posted_at: 29 days agoschedule_type: Full-time
Overview
Who we are...
Planview has one mission: to build the future of connected work, from ideas to impact. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. We are already recognized by leading analyst firms such as Forrester and Gartner as a leader in multiple markets, including Strategic Portfolio Management, Enterprise Agile Planning,
Overview
Who we are...
Planview has one mission: to build the future of connected work, from ideas to impact. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. We are already recognized by leading analyst firms such as Forrester and Gartner as a leader in multiple markets, including Strategic Portfolio Management, Enterprise Agile Planning, Value Stream Management, and Adaptive Project Management and Reporting, and we are just getting started. And thanks to the nature of our work, we get front-row seats to some of the most inspiring business modernization stories around.
Who you are
You are a marketing leader who thrives on building strong brands by leveraging industry analysts. As a Director, Analyst Relations, you have ideally helped build new market categories and understand influence dynamics in the industry analyst community. You are comfortable talking strategy with an industry analyst first and switching to managing our submissions for analyst reports next. You have an uncanny ability to build stories that inspire and engage. Last but not least, you derive immense satisfaction from seeing your influence reflected in analyst reports and media. #LI-Remote
Responsibilities
• Develop and own AR strategy and manage Planview’s industry analyst relationships
• Plan, schedule, and manage analyst program activities such as participation in analyst research, conferences, advisory days, briefings, inquiries, and reporting
• Work across teams to develop entries and submissions for core analyst reports (i.e., MQs, Waves)
• Collaborate with Product Marketing and our subject matter experts to shape our thought leadership program and develop content that positions Planview as a leader
• Create a playbook of AR standards, best practices, and templates that will allow Planview to scale our industry analyst program
Qualifications
• 7+ years of in-house analyst relations or industry analyst experience focused on B2B software, with a focus on senior IT audiences
• Proven ability to create strategic AR plans from conception to execution and measurement
• Proven ability to meet tight deadlines, manage multiple projects simultaneously and adjust as circumstances change without sacrificing quality
• Excellent leadership, interpersonal, communication, and conflict resolution skills
• Experience having built a new market category a plus Show more details...
Who we are...
Planview has one mission: to build the future of connected work, from ideas to impact. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. We are already recognized by leading analyst firms such as Forrester and Gartner as a leader in multiple markets, including Strategic Portfolio Management, Enterprise Agile Planning, Value Stream Management, and Adaptive Project Management and Reporting, and we are just getting started. And thanks to the nature of our work, we get front-row seats to some of the most inspiring business modernization stories around.
Who you are
You are a marketing leader who thrives on building strong brands by leveraging industry analysts. As a Director, Analyst Relations, you have ideally helped build new market categories and understand influence dynamics in the industry analyst community. You are comfortable talking strategy with an industry analyst first and switching to managing our submissions for analyst reports next. You have an uncanny ability to build stories that inspire and engage. Last but not least, you derive immense satisfaction from seeing your influence reflected in analyst reports and media. #LI-Remote
Responsibilities
• Develop and own AR strategy and manage Planview’s industry analyst relationships
• Plan, schedule, and manage analyst program activities such as participation in analyst research, conferences, advisory days, briefings, inquiries, and reporting
• Work across teams to develop entries and submissions for core analyst reports (i.e., MQs, Waves)
• Collaborate with Product Marketing and our subject matter experts to shape our thought leadership program and develop content that positions Planview as a leader
• Create a playbook of AR standards, best practices, and templates that will allow Planview to scale our industry analyst program
Qualifications
• 7+ years of in-house analyst relations or industry analyst experience focused on B2B software, with a focus on senior IT audiences
• Proven ability to create strategic AR plans from conception to execution and measurement
• Proven ability to meet tight deadlines, manage multiple projects simultaneously and adjust as circumstances change without sacrificing quality
• Excellent leadership, interpersonal, communication, and conflict resolution skills
• Experience having built a new market category a plus Show more details...
via Planview | Careers
schedule_type: Full-time
Overview
Analytics Engineer / Analyst...
As a Analytics Engineer / Analyst, you'll be customizing implementations for the Analytics Platform, our web-based software platform. You'll be working closely with clients to understand their needs and then designing and implementing business models and interfaces (web pages with inputs, tables, graphs) to address those needs. Most of your time will be spent creating, refining, and validating the business
Overview
Analytics Engineer / Analyst...
As a Analytics Engineer / Analyst, you'll be customizing implementations for the Analytics Platform, our web-based software platform. You'll be working closely with clients to understand their needs and then designing and implementing business models and interfaces (web pages with inputs, tables, graphs) to address those needs. Most of your time will be spent creating, refining, and validating the business analytics in Analytica and the visualizations using the d3 JavaScript library.
What this job is not:
• This is not a “business analyst” position, so degrees such as business, accounting, or finance are not well-suited.
• This is not a Data Science or “big data” job.
• This is not a consulting position—we do not analyze client data or make recommendations about their portfolios. #LI-Recruiter #LI-CG1
#LI-Remote
Responsibilities
What you'll work with:
Analytica, HTML, CSS, JavaScript (and frameworks like jQuery, Underscore, and d3), Git, Excel
Qualifications
You want to build analytic models to solve business problems, but you don't want to be locked away in a room to do it. You want to spend some of your time working with programming languages such as JavaScript, but you don't want to be a programmer. You want to work with high-level staff in our client organizations, and you want to be ready to do it in months, not years. You want an informal work environment on a day-to-day basis, but you can turn on the "professional" when working with clients. You like to teach others as well as learn from them, and you want to continually develop new skills. You're eager to accept a great deal of responsibility and enjoy the autonomy that comes along with it. You have a BA or an MS in a quantitative discipline, and you were one of the best in your class. You're willing to travel up to 30%, but you want to spend most of your time at home--wherever that is!.
You may have experience working with d3.js; familiarity with statistical methods and software; an understanding of financial analysis; or knowledge of the pharmaceutical, biotech, or high-technology industries. Or you may not Show more details...
Analytics Engineer / Analyst...
As a Analytics Engineer / Analyst, you'll be customizing implementations for the Analytics Platform, our web-based software platform. You'll be working closely with clients to understand their needs and then designing and implementing business models and interfaces (web pages with inputs, tables, graphs) to address those needs. Most of your time will be spent creating, refining, and validating the business analytics in Analytica and the visualizations using the d3 JavaScript library.
What this job is not:
• This is not a “business analyst” position, so degrees such as business, accounting, or finance are not well-suited.
• This is not a Data Science or “big data” job.
• This is not a consulting position—we do not analyze client data or make recommendations about their portfolios. #LI-Recruiter #LI-CG1
#LI-Remote
Responsibilities
What you'll work with:
Analytica, HTML, CSS, JavaScript (and frameworks like jQuery, Underscore, and d3), Git, Excel
Qualifications
You want to build analytic models to solve business problems, but you don't want to be locked away in a room to do it. You want to spend some of your time working with programming languages such as JavaScript, but you don't want to be a programmer. You want to work with high-level staff in our client organizations, and you want to be ready to do it in months, not years. You want an informal work environment on a day-to-day basis, but you can turn on the "professional" when working with clients. You like to teach others as well as learn from them, and you want to continually develop new skills. You're eager to accept a great deal of responsibility and enjoy the autonomy that comes along with it. You have a BA or an MS in a quantitative discipline, and you were one of the best in your class. You're willing to travel up to 30%, but you want to spend most of your time at home--wherever that is!.
You may have experience working with d3.js; familiarity with statistical methods and software; an understanding of financial analysis; or knowledge of the pharmaceutical, biotech, or high-technology industries. Or you may not Show more details...
via LinkedIn
posted_at: 2 days agoschedule_type: Full-timework_from_home: 1
Overview
The Customer Success team is responsible for ensuring the success of Planview customers and maximizing value of the Planview solutions inside the customer base. The Director, Customer Success, owns driving, scaling, and inspiring a talented team of individuals focused on customer success. The ideal candidate will have experience building customer success programs that deliver results... This role requires strategic skills, strong relationship-building
Overview
The Customer Success team is responsible for ensuring the success of Planview customers and maximizing value of the Planview solutions inside the customer base. The Director, Customer Success, owns driving, scaling, and inspiring a talented team of individuals focused on customer success. The ideal candidate will have experience building customer success programs that deliver results... This role requires strategic skills, strong relationship-building skills, creativity, exceptional communication skills, and a customer first attitude.
Responsibilities
• Serve as escalation point for the region’s customer issues to ensure they are resolved quickly and drive toward anticipating issues and resolving them in advance.
• Reduce customer churn/loss, increase renewal rates, upsell, cross-sell and expansion of product and services.
• Increase customer satisfaction through delivery of a programmatic customer journey that delivers value outcomes for our customers.
• Provide guidance, training, and education for all activities related to the Customer Success teams, including strategy and tactics for proactive CSM engagement with customers to ensure retention, drive customer optimization and adoption, while providing a positive customer experience.
• Tracking and reporting on key customer success metrics including satisfaction metrics, both informal and formal, both proactive and reactive; renewal rates; ARR growth/decline; customer retention rate; upsell rate; cross-sell rate; and customer behavior patterns.
• Refines and manages rigorous risk assessment processes to assess retention risk consistently and accurately in the account base.
• Excels at communicating value to customers and drives and coaches the team to do the same, routinely leading C-level conversations.
• Ensures the Customer Success Managers are developing relationships vertically and horizontally in the customer organization.
• Drives development and execution of customer Success Plans that are aligned with the customer and all who ‘touch’ the customer (Sales, Services, Customer Care, etc.).
• Develops and assigns data driven retention targets across the team to achieve desired outcomes.
• Regularly forecasts retention and coaches the team to accurately reflect account retention risks and develop account plans to mitigate.
• Monitors the team’s customer engagement activity and customer health indicators in Gainsight. Has on-going strategies and tactics for improving these metrics.
• Develops and deploys Customer Success best practices to support and align Planview strategies and initiatives with customer needs and desired business outcomes.
• Leads the team to proactively identify and exploit opportunities to increase Planview’s value-add across all portfolios.
• Represents the Voice of the Customer during Planview planning processes.
• Presents at Planview customer forums and notable industry conferences.
• Takes the lead on cross-functional corporate initiatives to improve customer value-propositions and overall experience with Planview.
• Effectively engages with critical stakeholders across the organization to enable an ongoing customer focus across Planview.
• Builds strong, trusted, and influential relationships with key strategic customers. Support senior management (CCO, VP, Director level) using analytics reports and dashboards for reporting to the Board.
• Develop staffing strategies. Recruit and hire staff. Supervise direct and functional reports. Establishes individual performance goals and priorities. Review performance against goals. Provide counseling. Plan, approve, and implement programs for the timely development and progress of each individual.
Qualifications
Desired Skills:
• Be obsessed with customer satisfaction, including the ability to identify business needs and opportunities for upsell, expansion and service improvement.
• Passionate about reaching out to and engaging with customers to ensure satisfaction with their Planview product experience.
• A balance of empathy for customers with a passion for revenue and growth for the company.
• Ability to manage a customer success team toward achieving business goals.
• Ability to develop clear understandings of customers’ needs and the ability to incorporate them into a solution.
• Highly self-motivated and self-directed.
• Ability to effectively prioritize and execute tasks.
Leadership Competencies:
• An experienced manager able to motivate their team to achieve the strategic objectives and goals of the Customer Success organization.
• Build and foster strong relationships with peers, cross functionally and with partners outside of team.
• Fast learner and able work ethically, effectively, and professionally under pressure.
• Create a learning environment, open to suggestions and experimentation for improvement.
• Ability to manage customer escalations with tact and diplomacy.
• Embraces the ideas of others to nurture innovation and operation excellence.
• Strong interpersonal, oral and written communications, skilled at effectively interacting with customers at all levels of customers’ and internal organization.
• Use of good judgment and a sense of urgency in the decision-making process when assessing problems/situations.
Additional Qualifications
• Minimum 5 years in a customer success/experience management role (2 years at Director level) preferred in PPM, PSA, or VSM.
• Bachelor’s degree preferred and/or equivalent relevant experience
• Proven results in improving customer satisfaction, customer retention, employee engagement, and team productivity
• Proven experience in creating a customer centric culture.
• Experience working in a fast-paced environment and consistently delivering projects on or before expected due dates.
• Skilled PowerPoint presenter to senior executives as well as customers.
• Located in the Southeast region preferred.
• This is a 100% remote position with the ability to travel 20% of time to company events and customer visits Show more details...
The Customer Success team is responsible for ensuring the success of Planview customers and maximizing value of the Planview solutions inside the customer base. The Director, Customer Success, owns driving, scaling, and inspiring a talented team of individuals focused on customer success. The ideal candidate will have experience building customer success programs that deliver results... This role requires strategic skills, strong relationship-building skills, creativity, exceptional communication skills, and a customer first attitude.
Responsibilities
• Serve as escalation point for the region’s customer issues to ensure they are resolved quickly and drive toward anticipating issues and resolving them in advance.
• Reduce customer churn/loss, increase renewal rates, upsell, cross-sell and expansion of product and services.
• Increase customer satisfaction through delivery of a programmatic customer journey that delivers value outcomes for our customers.
• Provide guidance, training, and education for all activities related to the Customer Success teams, including strategy and tactics for proactive CSM engagement with customers to ensure retention, drive customer optimization and adoption, while providing a positive customer experience.
• Tracking and reporting on key customer success metrics including satisfaction metrics, both informal and formal, both proactive and reactive; renewal rates; ARR growth/decline; customer retention rate; upsell rate; cross-sell rate; and customer behavior patterns.
• Refines and manages rigorous risk assessment processes to assess retention risk consistently and accurately in the account base.
• Excels at communicating value to customers and drives and coaches the team to do the same, routinely leading C-level conversations.
• Ensures the Customer Success Managers are developing relationships vertically and horizontally in the customer organization.
• Drives development and execution of customer Success Plans that are aligned with the customer and all who ‘touch’ the customer (Sales, Services, Customer Care, etc.).
• Develops and assigns data driven retention targets across the team to achieve desired outcomes.
• Regularly forecasts retention and coaches the team to accurately reflect account retention risks and develop account plans to mitigate.
• Monitors the team’s customer engagement activity and customer health indicators in Gainsight. Has on-going strategies and tactics for improving these metrics.
• Develops and deploys Customer Success best practices to support and align Planview strategies and initiatives with customer needs and desired business outcomes.
• Leads the team to proactively identify and exploit opportunities to increase Planview’s value-add across all portfolios.
• Represents the Voice of the Customer during Planview planning processes.
• Presents at Planview customer forums and notable industry conferences.
• Takes the lead on cross-functional corporate initiatives to improve customer value-propositions and overall experience with Planview.
• Effectively engages with critical stakeholders across the organization to enable an ongoing customer focus across Planview.
• Builds strong, trusted, and influential relationships with key strategic customers. Support senior management (CCO, VP, Director level) using analytics reports and dashboards for reporting to the Board.
• Develop staffing strategies. Recruit and hire staff. Supervise direct and functional reports. Establishes individual performance goals and priorities. Review performance against goals. Provide counseling. Plan, approve, and implement programs for the timely development and progress of each individual.
Qualifications
Desired Skills:
• Be obsessed with customer satisfaction, including the ability to identify business needs and opportunities for upsell, expansion and service improvement.
• Passionate about reaching out to and engaging with customers to ensure satisfaction with their Planview product experience.
• A balance of empathy for customers with a passion for revenue and growth for the company.
• Ability to manage a customer success team toward achieving business goals.
• Ability to develop clear understandings of customers’ needs and the ability to incorporate them into a solution.
• Highly self-motivated and self-directed.
• Ability to effectively prioritize and execute tasks.
Leadership Competencies:
• An experienced manager able to motivate their team to achieve the strategic objectives and goals of the Customer Success organization.
• Build and foster strong relationships with peers, cross functionally and with partners outside of team.
• Fast learner and able work ethically, effectively, and professionally under pressure.
• Create a learning environment, open to suggestions and experimentation for improvement.
• Ability to manage customer escalations with tact and diplomacy.
• Embraces the ideas of others to nurture innovation and operation excellence.
• Strong interpersonal, oral and written communications, skilled at effectively interacting with customers at all levels of customers’ and internal organization.
• Use of good judgment and a sense of urgency in the decision-making process when assessing problems/situations.
Additional Qualifications
• Minimum 5 years in a customer success/experience management role (2 years at Director level) preferred in PPM, PSA, or VSM.
• Bachelor’s degree preferred and/or equivalent relevant experience
• Proven results in improving customer satisfaction, customer retention, employee engagement, and team productivity
• Proven experience in creating a customer centric culture.
• Experience working in a fast-paced environment and consistently delivering projects on or before expected due dates.
• Skilled PowerPoint presenter to senior executives as well as customers.
• Located in the Southeast region preferred.
• This is a 100% remote position with the ability to travel 20% of time to company events and customer visits Show more details...
via WJHL Jobs
posted_at: 1 day ago
Position Title: Planview PPM Consultant
Location: Austin, TX (Remote for now)
Duration: 6 Months plus...
rate: 70
Job Description:
Need Planview ppm with administrative and development skills
Position Title: Planview PPM Consultant
Location: Austin, TX (Remote for now)
Duration: 6 Months plus...
rate: 70
Job Description:
Need Planview ppm with administrative and development skills Show more details...
Location: Austin, TX (Remote for now)
Duration: 6 Months plus...
rate: 70
Job Description:
Need Planview ppm with administrative and development skills Show more details...
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