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.
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.
The Account Manager (AM) is responsible for ensuring success, ongoing retention, and customer value achievement for a portfolio of Planview customers. The AM is responsible for helping the customer achieve Planview solution adoption and ensure ongoing retention and growth.
Drive and support customer adoption and successful expansion of Planview’s products throughout the customer enterprise.
Partner with internal team members and subject matter experts to strategize on a customer’s ongoing success.
Responsible to monitor, intervene and advocate on behalf of the customer, to ensure the Planview customer experience is positive.
Ensure any account issues and escalations are managed appropriately and resolved quickly, leveraging appropriate supporting resources from Planview as needed.
Partner with Professional Services and Global Learning to determine implementation, training packages and license expansions to grow customers’ adoption and product usage.
Responsible for customer commercials and renewals.
Develop and monitor customer journey success plans focused on enabling customers to achieve specific measurable business outcomes.
Travel to local user groups, attendance at the annual company kickoff and customer conference as well as individual customer visits is required, (pandemic restrictions and company policy may impact travel requirement). Travel within a month may be up to 25%.
Proven ability to build and maintain strong relationships with a diverse set of internal and external stakeholders including senior-level executives, legal, technical, finance, sales, and marketing professionals.
~ Enthusiastic, positive, personable, and flexible.
~ Ability to quickly grasp and distinctly explain technological, business and project delivery concepts.
~ Experience with account planning, project management and prioritization.
~Strong team management and sales cycle management
~ Experience and consistent achievement in different sales roles is a plus
~ Proficient with SFDC and other sales automation tools preferred
~ Fluent in English and French.
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:
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.
Employee Referral bonus program.
Weekly office lunches for hybrid team members and social events.
Flexible work hours/environment.
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
Contact Detail:
Planview Recruiting Team