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. Responsibilities: Work closely with Planview Engagement Managers and Enterprise Architects in delivering EA solutions, on time, on budget in accordance with customer expectation. Implement various deployment types at assigned customer accounts. Understand the business issues driving the deployment and convert them into technical requirements and implement the relevant solutions accordingly. Mentor and monitor technical consultants from time to time who may be assigned to assist for larger implementations. Ability to understand the architecture of, and the deployments of Planview products. Ability to learn and adapt quickly to new product features and related technologies. Qualifications: Solid experience of 12+ years with proven ability to work within the customer environment. Successfully deliver Planview product-based solutions specific to requirements. Track record on managing customer expectations and delivering to a high level of customer satisfaction. Ability to understand and work within the constructs of project processes, scope, and schedules. Experience in identifying, documenting, and verifying technical requirements; identifying and mitigating risks; and providing accurate and timely technical status reports. Significant experience in a customer-facing Deployment Architect role Ability to mentor peers Strong organizational, consultative and leadership skills. Efficient communication skills.
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. Responsibilities: Work closely with Planview Engagement Managers and Enterprise Architects in delivering EA solutions, on time, on budget in accordance with customer expectation. Implement various deployment types at assigned customer accounts. Understand the business issues driving the deployment and convert them into technical requirements and implement the relevant solutions accordingly. Mentor and monitor technical consultants from time to time who may be assigned to assist for larger implementations. Ability to understand the architecture of, and the deployments of Planview products. Ability to learn and adapt quickly to new product features and related technologies. Qualifications: Solid experience of 12+ years with proven ability to work within the customer environment. Successfully deliver Planview product-based solutions specific to requirements. Track record on managing customer expectations and delivering to a high level of customer satisfaction. Ability to understand and work within the constructs of project processes, scope, and schedules. Experience in identifying, documenting, and verifying technical requirements; identifying and mitigating risks; and providing accurate and timely technical status reports. Significant experience in a customer-facing Deployment Architect role Ability to mentor peers Strong organizational, consultative and leadership skills. Efficient communication skills.
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. Responsibilities: Assist in preparation of financial reports, forecast, and budgets Conduct variance analysis to identify discrepancies between actual and forecasted financial performance. Gather and organize financial data from various sources (NetSuite, Salesforce, etc) for analysis Process Optimization: Find opportunities to improve and streamline existing financial planning processes through automation and improved model design within Adaptive Planning. Support the FP&A team tin ad-hoc financial modeling and analysis projects. Assist in the development and maintenance of financial models. Participate in the preparation of presentation for senior management. Ensure accuracy and integrity of financial data. Support operational scaling with automation, simplification, and standardization of processes Perform regular data validation, reconciliations, and system audits to ensure accuracy and integrity of financial information. Reporting & Analysis: Develop and maintain dynamic reports, dashboards, and visualizations within Adaptive Planning to deliver actionable insights to finance and business leaders. Conduct ad-hoc financial analysis as the need arises. Qualifications: Bachelor’s degree in Finance, Accounting, or Information Technology At least 2+ years of experience in Finance and/or in Software industry Experience with partnering across the FP&A and Accounting teams and business leaders Independent worker, time manager with ability to multi-task with attention to detail and accuracy Mandatory hands-on experience administering Workday Adaptive Planning , including modeling, writing formulas, and report building. Deep knowledge of financial planning structures (account hierarchies, dimensions, attributes, etc.). Experience with system troubleshooting and problem-solving preferred Advanced Excel skills with experience analyzing and modeling data and data interpretation of results SQL Experience preferred Strong desire to learn and grow in a challenging environment. Whether you have some, or all of these, we want to hear from you if you believe your background and experience might be a fit!
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. Responsibilities: Work closely with Planview Engagement Managers and Enterprise Architects in delivering EA solutions, on time, on budget in accordance with customer expectation. Implement various deployment types at assigned customer accounts. Understand the business issues driving the deployment and convert them into technical requirements and implement the relevant solutions accordingly. Mentor and monitor technical consultants from time to time who may be assigned to assist for larger implementations. Ability to understand the architecture of, and the deployments of Planview products. Ability to learn and adapt quickly to new product features and related technologies. Qualifications: Solid experience of 12 - 15 years with proven ability to work within the customer environment. Successfully deliver Planview product-based solutions specific to requirements. Track record on managing customer expectations and delivering to a high level of customer satisfaction. Ability to understand and work within the constructs of project processes, scope, and schedules. Experience in identifying, documenting, and verifying technical requirements; identifying and mitigating risks; and providing accurate and timely technical status reports. Significant experience in a customer-facing Deployment Architect role Ability to mentor peers Strong organizational, consultative and leadership skills. Efficient communication skills.
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. Responsibilities: Engage in proactive communication with customers via e-mails, chat tools and telephone Become proficient in Planview’s portfolio of products supporting the SPM (Strategic Portfolio Management), PPM (Project Portfolio Management), EAP (Enterprise Agile Planning) and PSA (Professional Services Automation) solution markets. Coordinate digital content for various customers depending on the customer persona (playbooks, strategies, plans, videos, tutorials, product walkthroughs) Develop and implement engaging adoption campaigns through various channels like Email, Gainsight CTA, Gainsight Playbooks, Customer Webinars, Inner Circles, 1: Some Strategy Sessions, etc. Team with other Customer Success Specialists to share a portfolio of 150-500 customers Track and report critical metrics (adoption, usage, Health checks, Net Promoter Score) Review customer success journey program content, identifying content gaps and content to be updated, and collaborate with internal subject matter experts and customers to develop critical content as needed. Document all customer interactions in Gainsight capturing necessary details for continued follow up by other team members. Represent the customer whilst working with teams across the organization to ensure a singular and stellar customer experience with Planview. Qualifications: Bachelor of Arts or Sciences (BA/BS) degree or equivalent job. Previous experience in a customer services role helping customers grow in their knowledge and achieve greater value from their solution 3-6 years of experience in the Project Portfolio Management (PPM) space as a Technical Account Manager (TAM) / Professional Services (PS) / Customer Care (CC) or individual using a PPM solution working with waterfall and/or agile methodologies. Gainsight NXT and SFDC experience is preferred Strong knowledge of Organizational Change Management, PPM/PSA business processes and business. Working knowledge of the project management or professional services, managed services, embedded services industry including knowledge of leading practices. Experience working with Planview products Fluent in Fluent in one additional language (German, French) is
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. Responsibilities: Leadership and Strategy: PS Delivery management to achieve India & SEA regional revenue and global profitability targets, while ensuring customer value achievement and satisfaction with services. Managing a team of Engagement Managers, ensuring employee skill development, engagement, and satisfaction. Provide strong leadership, guidance, and mentorship to the teams, fostering a culture of collaboration, innovation, and accountability. 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, upsell, cross-sell and expansion of services. Increase customer satisfaction through delivery of a programmatic customer journey that delivers value outcomes for our customers. Excels at communicating value to customers and drives and coaches the team to do the same, routinely leading C-level conversations. Forecasts revenue and coaches the team on operational hygiene Leads the team to proactively identify and exploit opportunities to increase Planview’s value-add across all portfolios. Builds strong, trusted, and influential relationships with key strategic customers. Establishes individual performance goals and priorities, review performance against goals. Plan, approve, and implement programs for the timely development and progress of each individual. Scale the business, maintaining a foundation of operational rigor and execution excellence, activating partners and Capability & Innovation Center (CIC) as a path to scale. Drive continuous improvement initiatives to enhance service delivery, efficiency, and customer satisfaction. Service Delivery Optimization: Drive continuous improvement initiatives to enhance the efficiency and effectiveness of service delivery processes by working collaboratively with Regional Professional Leaders and their teams. Collaborate with cross-functional teams to ensure seamless integration of services with product development, sales, and customer support. Ensure world-class quality execution across all engagements. Provide leadership, guidance, and management to continuously improve service and employee engagement while fostering a culture of accountability, ownership, innovation, and inclusion. Provide executive oversight on a portfolio of complex projects, monitoring progress, resolving issues, and mitigating risks proactively. Oversee the successful execution of internal innovation initiatives/projects, ensuring adherence to timelines, budgets, and quality standards and driving business outcomes & value to the Customer. Have a data-driven approach to manage revenue, profitability, utilization, margin, and engagement health. Client Engagement: Build and maintain strong relationships with key clients, understanding their needs and ensuring the successful delivery of services. Act as a trusted advisor to clients, offering insights and recommendations to optimize their use of professional services. 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 PS 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. Resource Management: Oversee resource allocation, including staffing levels, skills development, and performance management. Recruit, develop, and retain top talent, fostering a culture of continuous learning and professional growth within the professional services division. Conduct regular performance evaluations, provide constructive feedback, make hiring decisions, and facilitate training and development opportunities for team members. Promote a collaborative and inclusive work environment that encourages teamwork, innovation, and knowledge sharing. Financial Management: Develop and manage budgets for Professional Services, ensuring financial targets, billable utilization targets are met while maintaining service quality. Implement cost control measures and analyze financial performance regularly. Quality Assurance: Implement and maintain robust quality assurance processes to ensure the delivery of high-quality services. Monitor key performance indicators (KPIs) and implement corrective actions as necessary. Market Awareness: Stay abreast of industry trends, market dynamics, and emerging technologies to drive innovation and maintain a competitive edge. Identify new opportunities for service expansion and revenue growth. Qualifications: Bachelor’s degree in a relevant field; master’s degree preferred. 12-15 years of experience as a results-driven Professional Services Leader in the enterprise software space Proven experience in a leadership role overseeing Professional Services in a global context. Experience owning P&L will be a plus. Strong understanding of the PPM industry and its service delivery models. Excellent communication, negotiation, and interpersonal skills. Demonstrated ability to develop and execute strategic plans. Experience overseeing and engaging Fortune 500 clients implementing enterprise SaaS projects. Strong organization skills with experience working across large multi-functional teams and in a matrixed leadership environment. Proven ability to lead a team at a fast paced, growth focused company. Experience scaling a Professional Services organization in delivery of implementation, enablement services, platform integration, analytics and data services, and ongoing advisory services that support our customers in value achievement. Experience in rapidly scaling a services business by activating a strong partner program. Ability to hire, engage, & motivate great diverse talent. A people-focused leader with the ability to build creative, collaborative teams, develop people, and link performance to high growth business objectives Ability to engage and influence people cross-functionally. Experience in a fast-paced environment and ability to reprioritize while focusing on long-term priorities. Great Benefits and Fun Perks : We offer highly competitive benefits packages for every lifestyle. No one likes working in a box, right? That’s why in our office locations we have open work environments with optional standing desks, soft drinks, gourmet coffee machines and fresh fruit to get your day going! Oh, and a patio balcony with BBQ’s for those days when the weather is behaving. We believe in regular fun office events and monthly happy hours! We offer flexible work hours and we are family friendly. Planview is an Equal Opportunity Employer