- Partner with customers to understand their business objectives, challenges, and desired outcomes.
- Translate business requirements into detailed solution designs and implementation plans.
- Lead or support configuration workshops defining processes, data structures, and workflows.
- Configure and customize Planview solutions (e.g., Portfolios, Capacity Planning, Financials, Analytics).
- Perform data migration, system validation, and user acceptance testing (UAT).
- Document configuration, workflows, and customer-specific processes.
- Conduct enablement and training sessions for customer administrators and end-users.
- Collaborate with internal teams Sales, Product, Support, and Customer Success to ensure delivery excellence.
- Identify opportunities for process improvement and recommend best practices.
- Support post-implementation optimization and enhancement cycles.
- Execute Release and Verify processes as a core part of your implementation responsibilities.
Planview Incorporated
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 , and connect with us on LinkedIn, Instagram , and X .
The Opportunity
Do what you love and make an impact.
As an Implementation Consultant at Planview, you will play a pivotal role in enabling customers to achieve measurable business outcomes through successful implementation of Planview solutions. You will work closely with customers, Solution Architects, and internal delivery teams to translate business requirements into scalable, efficient, and value-driven configurations. This role requires strong functional expertise, consulting capability, and the ability to foster collaboration across customer and internal teams.
What Youll Do
- Partner with customers to understand their business objectives, challenges, and desired outcomes.
- Translate business requirements into detailed solution designs and implementation plans.
- Lead or support configuration workshops defining processes, data structures, and workflows.
- Configure and customize Planview solutions (e.g., Portfolios, Capacity Planning, Financials, Analytics).
- Perform data migration, system validation, and user acceptance testing (UAT).
- Document configuration, workflows, and customer-specific processes.
- Conduct enablement and training sessions for customer administrators and end-users.
- Collaborate with internal teams Sales, Product, Support, and Customer Success to ensure delivery excellence.
- Identify opportunities for process improvement and recommend best practices.
- Support post-implementation optimization and enhancement cycles.
- Execute Release and Verify processes as a core part of your implementation responsibilities.
What Youll Bring
- 5+ years of experience in enterprise software implementation or consulting, ideally in PPM, PSA, or Agile portfolio management.
- Strong understanding of project management, resource planning, and portfolio governance processes.
- Experience with SaaS solution deployment configuration, integration, reporting, and data migration.
- Excellent analytical, problem-solving, and communication skills.
- Test Environment Management and Release Management
- Ability to manage client expectations and lead customer-facing workshops.
- Bachelor s degree in Engineering, Computer Science, or related field.
- Experience with Planview products (PPM Pro, Portfolios, AdaptiveWork, or Enterprise One) preferred.
- Willingness to work US, UK, or AU hours depending on the region supported.
Preferred Qualifications - Experience integrating Planview or similar platforms with third-party systems (ERP, HR, ITSM).
- Familiarity with BI/reporting tools such as Power BI or Tableau.
- Knowledge of Agile frameworks (SAFe, Scrum) and digital transformation initiatives.
- Experience with REST APIs, SSO, and cloud-based integrations.
- Planview Certification(s) or equivalent SaaS implementation credentials preferred.
Planview Values - Customer Focused: We listen, anticipate, and deliver value that drives customer success.
- Innovative: We embrace creativity, curiosity, and continuous improvement.
- Team Oriented: We collaborate, support, and celebrate each other s contributions.
- Respectful: We foster inclusivity, integrity, and mutual respect.
- Results Driven: We execute with speed, quality, and accountability to make an impact.
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!
Diversity, Equity and Inclusion at Planview
As part of our efforts to build a workforce with diverse talent, 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 .
