[Hiring] Director, Customer Value Advisory @Planview Incorporated

Role Description

Planview is looking for a Director of Customer Value Advisory to lead a team of CVAs and improve customer and commercial outcomes across an assigned region or segment. You’ll turn the CVA strategy into consistent execution by helping customers realize measurable value, strengthening renewals, and identifying expansion opportunities. This is a hands-on leadership role:

• Lead, coach, and develop CVAs; set expectations for customer value, renewal readiness, executive engagement, and expansion discovery.
• Own NRR growth across the team’s book. Translate targets into retention and expansion plans, review customer signals, identify risks early, and focus the team on priority opportunities.
• Maintain visibility across CVAs’ assigned books and provide targeted, hands-on support when an account or handoff risks falling through the cracks, while keeping the CVA accountable as account owner.
• Ensure CVAs maintain continuity from pre-sale engagement through adoption, value realization, renewal, and growth.
• Coach CVAs to build executive relationships, lead outcome-focused business reviews, and connect customer results to future priorities.
• Establish a regular cadence for portfolio, renewal-risk, pipeline, and performance reviews.
• Partner with the SVP and Revenue Operations on coverage, account planning, forecasting, CRM processes, reporting, and the CVA-AE operating model.
• Work with Sales leaders and AEs to align account strategy, clarify responsibilities, and bring customer value evidence into renewal and expansion planning.
• Support CVA hiring, onboarding, skill development, and career growth; promote practical use of AI and data in portfolio management.
• Represent the regional team in leadership reviews, clearly communicating performance, risks, and opportunities; bring customer feedback to internal partners.

Qualifications

• 10+ years in enterprise SaaS customer success, sales, account management, or post-sale revenue leadership, including 3+ years leading customer-facing teams.
• A track record of driving NRR growth through a customer-facing team by improving retention and expansion outcomes.
• Strong commercial judgment and experience with portfolio performance, forecasting, and cross-functional account planning.
• Executive presence, coaching ability, and skill in leading teams through change and ambiguity.
• Experience building or improving a post-sale operating model; familiarity with CRM and data-driven portfolio management.
• Enterprise SaaS experience with complex, high-value customers is preferred; experience with $250K+ ACV accounts is a plus.

Requirements

• First 30 days: Review the team and portfolio; align with Finance and the SVP on baselines, targets, risks, and priorities.
• First 60 days: Establish the operating and coaching cadence; identify gaps in coverage, data, and CVA-AE collaboration.
• First 90 days: Present a clear NRR outlook and show progress on priority risks, growth opportunities, and AI-enabled team practices.

Benefits

• 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.