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.
Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and Twitter.

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Responsibilities:

• Guide customers at all levels, from Product/Program to C-level, on the value of implementing flow metrics and value stream management practices using our product.
• Understand customers’ business goals and objectives, and how our product(s) can help them achieve these goals.
• Develop and maintain strong relationships with customers’ core teams and stakeholders, acting as a trusted advisor to improve their organizational flow, processes, performance, and outcomes.
• Conduct regular check-ins and reviews with customers to ensure progress towards their goals and identify areas for improvement.
• Facilitate the seamless adoption and long-term usage of our product within customer workflows.
• Enable, train, coach, and mentor customers’ stakeholders in learning and adopting our product, helping them become internal Flow specialists and champions.
• Collaborate with the account team on optimal implementation approaches and organizational rollout strategies tailored to each customer’s maturity.
• Serve as a catalyst for ongoing change within the customer’s organization by recommending potential improvements and promoting these changes through advising at all levels, utilizing organizational change management (OCM) practices.
• Collaborate with the product development team to provide feedback and insights from customers, driving product enhancements and improvements.
• Monitor customer health and proactively address any issues or concerns to ensure customer satisfaction and retention.
• Regularly report status internally, seek advice when progress is not apparent or accounts are stagnant, and escalate issues early to mitigate risks.
• Travel to local user groups, attend the annual company kickoff and conferences, and conduct individual customer visits as required.

Qualifications:

• Fluent in English is a must; additional languages as required to meet regional/global demand.
• 4+ years of experience in customer success, implementation, or a related role in the software or technology industry.
• 5+ years of leadership experience in Agile and/or Value Stream Management (VSM), managing sizeable teams.
• Experience as a practitioner in Enterprise Agile Planning (EAP) or Value Stream Management (VSM).
• Knowledge of the end-to-end software delivery lifecycle and familiarity with tools used in the process.
• Adept knowledge of multiple Agile methodologies, DevOps, and Lean concepts.
• Proven track record of successful deployment and implementation of new methodologies and processes.
• Demonstrated ability to manage multiple projects/engagements simultaneously.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and effectively convey complex concepts.
• Experience in conducting training, coaching, and mentoring sessions.
• Familiarity with organizational change management (OCM) practices.
• Strong problem-solving skills and a proactive approach to customer success.
• Exceptional team player with the ability to facilitate and harness cross-team collaboration while working with teams in person and virtually.
• Ability to interpret and articulate complex topics in an easy-to-understand way.
• Experience with data analysis and reporting tools is a plus.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Experience with Lean Six Sigma, SAFe Agilist, or Theory of Constraints is a plus.
• Willingness to travel for customer visits, user group meetings, and company events as required.

• Guide customers at all levels, from Product/Program to C-level, on the value of implementing flow metrics and value stream management practices using our product.
• Understand customers’ business goals and objectives, and how our product(s) can help them achieve these goals.
• Develop and maintain strong relationships with customers’ core teams and stakeholders, acting as a trusted advisor to improve their organizational flow, processes, performance, and outcomes.
• Conduct regular check-ins and reviews with customers to ensure progress towards their goals and identify areas for improvement.
• Facilitate the seamless adoption and long-term usage of our product within customer workflows.
• Enable, train, coach, and mentor customers’ stakeholders in learning and adopting our product, helping them become internal Flow specialists and champions.
• Collaborate with the account team on optimal implementation approaches and organizational rollout strategies tailored to each customer’s maturity.
• Serve as a catalyst for ongoing change within the customer’s organization by recommending potential improvements and promoting these changes through advising at all levels, utilizing organizational change management (OCM) practices.
• Collaborate with the product development team to provide feedback and insights from customers, driving product enhancements and improvements.
• Monitor customer health and proactively address any issues or concerns to ensure customer satisfaction and retention.
• Regularly report status internally, seek advice when progress is not apparent or accounts are stagnant, and escalate issues early to mitigate risks.
• Travel to local user groups, attend the annual company kickoff and conferences, and conduct individual customer visits as required