• Job Description

  Req#: 4844
  Company Overview
  
  

  Planview has one mission: to build the future of connected work, from ideas to impact.

  As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. 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 connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

  At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

  Learn more about our portfolio at planview.com , and connect with us on LinkedIn, Instagram , and X .

  
  The Opportunity
  
  

  The Account Manager ( AM ) is responsible for ensuring success , ongoing retention, and customer value achievement for a portfolio of Planview customers . This role will partner with the customer to understand their business challenges and goals to build a journey success plan to enable their desired / expected business outcomes and business objectives . The A M is responsible for helping the customer achieve Planview solution adoption and ensure ongoing retention and growth.

  
  What You'll Do
  
  

  • Build trusted advisor relationships with VP/C-level leaders, sponsors, and stakeholders to articulate the value of Planview’s solutions.

  • Proactively manage accounts and develop account strategies to drive customer retention and growth, ensuring customers maximize value from Planview’s subscription services.

  • Drive customer adoption, retention, and expansion of Planview products across the enterprise.

  • Collaborate with internal teams and subject matter experts to ensure customer success and alignment with business goals.

  • Monitor customer health, advocate on their behalf, and manage escalations to ensure a positive experience.

  • Partner with Professional Services and Global Learning to define implementation, training, and license expansion plans.

  • Manage customer commercials, renewals, and accurate forecasting to meet business targets.

  • Develop and execute customer success plans focused on measurable business outcomes.

  • Own overall customer advocacy, satisfaction, and growth within an assigned book of 18–20 accounts.

  • Attend customer meetings, local user groups, and company events as needed (up to 25% travel).

  
  What You'll Bring
  
  

  • Exceptional team player skilled at fostering collaboration across in-person and virtual teams.

  • Self-starter and quick learner, thriving in fast-paced, constantly changing environments.

  • Proven ability to build and maintain strong relationships with diverse internal and external stakeholders, including executives and cross-functional teams (legal, finance, technical, sales, and marketing).

  • Excellent communication and interpersonal skills, with a tactful, diplomatic approach to resolving customer issues.

  • Positive, enthusiastic, and adaptable with strong prioritization and multitasking abilities under pressure.

  • Able to interpret and communicate complex technical, business, and delivery concepts in clear, accessible terms.

  • Experienced in account planning, project management, and strategic prioritization.

  • 5+ years of consistent overachievement in SaaS sales to enterprise customers ($1B+ in revenue).

  • Strong sales cycle and team management experience; success in multiple sales roles is a plus.

  • Proficient in Salesforce (SFDC) and other sales automation tools.

  • Experience with Planview products preferred.

  
  Benefits at Planview
  
  

  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!

  
  Equal Employment Opportunity at Planview
  
  

  Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.

  Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com .

  
  

  • Exceptional team player skilled at fostering collaboration across in-person and virtual teams.

  • Self-starter and quick learner, thriving in fast-paced, constantly changing environments.

  • Proven ability to build and maintain strong relationships with diverse internal and external stakeholders, including executives and cross-functional teams (legal, finance, technical, sales, and marketing).

  • Excellent communication and interpersonal skills, with a tactful, diplomatic approach to resolving customer issues.

  • Positive, enthusiastic, and adaptable with strong prioritization and multitasking abilities under pressure.

  • Able to interpret and communicate complex technical, business, and delivery concepts in clear, accessible terms.

  • Experienced in account planning, project management, and strategic prioritization.

  • 5+ years of consistent overachievement in SaaS sales to enterprise customers ($1B+ in revenue).

  • Strong sales cycle and team management experience; success in multiple sales roles is a plus.

  • Proficient in Salesforce (SFDC) and other sales automation tools.

  • Experience with Planview products preferred.

  
  

  • Build trusted advisor relationships with VP/C-level leaders, sponsors, and stakeholders to articulate the value of Planview’s solutions.

  • Proactively manage accounts and develop account strategies to drive customer retention and growth, ensuring customers maximize value from Planview’s subscription services.

  • Drive customer adoption, retention, and expansion of Planview products across the enterprise.

  • Collaborate with internal teams and subject matter experts to ensure customer success and alignment with business goals.

  • Monitor customer health, advocate on their behalf, and manage escalations to ensure a positive experience.

  • Partner with Professional Services and Global Learning to define implementation, training, and license expansion plans.

  • Manage customer commercials, renewals, and accurate forecasting to meet business targets.

  • Develop and execute customer success plans focused on measurable business outcomes.

  • Own overall customer advocacy, satisfaction, and growth within an assigned book of 18–20 accounts.

  • Attend customer meetings, local user groups, and company events as needed (up to 25% travel).

• About the company

  Planview is a global enterprise software company headquartered in Austin, Texas.

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