Customer Value Advisor
Job Summary
Owning the economic buyer relationship across 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 from initial forecast through renewal, ensuring continuity across the customer lifecycle
- Build and maintain executive-level relationships, conducting regular business reviews that connect customer outcomes to their Planview investment
- Identify expansion opportunities and partner with Account Executives to generate and advance a qualified pipeline
Required qualifications
- 5+ years 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 reviews or executive business reviews
- Commercial instinct for identifying expansion opportunities in customer conversations
- Management consulting or Value Engineering experience at a peer SaaS company is a strong plus
Complete Job Description
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