At a Glance
- Tasks: Drive customer success and build executive relationships to maximise value from our solutions.
- Company: Join Planview, a leader in work and resource management with a global presence.
- Benefits: Enjoy generous PTO, remote work support, and paid volunteer days.
- Other info: Flexible work environment and opportunities for career growth in a vibrant culture.
- Why this job: Make a real impact by helping customers achieve their goals with innovative solutions.
- Qualifications: 5+ years in customer success or account management with strong executive presence.
The predicted salary is between 60000 - 75000 £ per year.
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.
The Opportunity
Planview is hiring an experienced Customer Value Advisor, reporting to a VP, Customer Value Advisory aligned to your region. In this role, you'll own the economic buyer relationship across a portfolio of enterprise accounts — driving value realization, executive engagement, and expansion outcomes from signature through renewal and beyond.
Who are you? A commercially minded, executive-ready customer success professional with a passion for building strategic relationships and delivering measurable business impact. You thrive in VP- and C-suite conversations, you bring a point of view to every customer interaction, and you treat expansion as something you create — not something that happens to you. This role is built for someone who has earned the right to operate at the executive level — with the experience, commercial instinct, and customer intuition to turn value delivered into value expanded.
As Planview continues to invest in AI-powered portfolio management and connected work solutions, you'll play a critical role in helping our largest customers realize the full value of their Planview investment and positioning them for continued growth on the platform.
What You'll Do
- Own the economic buyer relationship from initial forecast through renewal — serving as the single named owner with continuity across the entire customer lifecycle.
- Build and maintain executive-level relationships (C-suite, VP+), conducting regular business reviews that connect customer outcomes to the value of their Planview investment.
- Drive adoption and value realization across your portfolio, holding yourself and your customers accountable to the business outcomes committed at the time of sale.
- Identify expansion opportunities proactively, partnering with Account Executives to generate and advance qualified pipeline.
- Engage pre-sale on strategic accounts to ensure continuity from signature to go-live, with full context on the customer's goals before day one.
- Develop customer champions and advocacy relationships, sourcing referrals and connecting customers to the broader Planview community.
- Act on customer feedback, serving as a credible internal voice for product and experience improvements across your book of business.
What You'll Bring
- 5+ years as a strategic CSM or account executive managing $250K+ ACV deal sizes.
- Demonstrated executive presence — runs a C-suite conversation, commands the room, drives to a decision.
- Has personally delivered or participated in value realization reviews or executive business reviews.
- Commercial instinct — identifies expansion opportunities in a customer conversation without prompting.
- Ability to connect customer health and adoption milestones back to the value commitments made at sale — and translate that into renewal and expansion conversations.
- Strong communication and interpersonal skills across all organizational levels.
- Management consulting (2–4 years) or Value Engineering experience at a peer SaaS company (Salesforce, SAP, ServiceNow) a strong plus.
What To Expect In Your First 90 Days
- Day 30: Value commitments reviewed for all accounts in your portfolio.
- Day 60: First Executive Business Review delivered using the Value Realization Report framework.
- Day 90: Expansion pipeline created from at least 30% of your Strategic book.
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!
Customer Value Advisor in Sheffield employer: Planview
At Planview, we pride ourselves on being an excellent employer that fosters a dynamic and collaborative work culture. Our Northern Europe team is dedicated to professional growth, offering ample opportunities for career advancement and skill development in a supportive environment. With a focus on innovation and teamwork, we empower our employees to make a meaningful impact while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Value Advisor in Sheffield
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Planview. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Planview before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Value Advisor in Sheffield
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Planview:Your cover letter is your chance to shine! Tell us why you want to work at Planview specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Planview!
How to prepare for a job interview at Planview
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
