Customer Value Advisor
Job Summary
Owning the economic buyer relationship for a portfolio of enterprise accounts, the full-time Customer Value Advisor will drive value realization, executive engagement, and expansion outcomes while working remotely.
Key responsibilities
- Manage the economic buyer relationship throughout the customer lifecycle, from initial forecast to renewal
- Build and maintain executive-level relationships, conducting regular business reviews to connect customer outcomes with their Planview investment
- Identify and drive adoption and expansion opportunities, collaborating with Account Executives to advance the sales pipeline
Required qualifications
- 5+ years of experience as a strategic Customer Success Manager or account executive managing $250K+ ACV deal sizes
- Demonstrated executive presence with the ability to lead C-suite conversations and drive decisions
- Experience delivering value realization or executive business reviews
- Strong commercial instinct for identifying expansion opportunities during customer interactions
- Background in management consulting or Value Engineering at a peer SaaS company is a plus
Complete Job Description
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