Principal Advisor

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 X.

Responsibilities:

• Conduct high-polish executive workshops that harness the expertise across Planview into cohesive and impactful events for new and existing clients

• Conduct small (~4 week) strategy engagements to guide clients on transformation

• Prepare and deliver high-quality presentations and reports to communicate findings, recommendations, and transformation roadmap plans to clients

• Develop CFO quality business cases and value narratives

• Collaborate with cross-functional teams to develop and implement internal strategic initiatives for the growth of Planview

• Develop points of view that combine industry best practices, emerging trends, innovative strategies, and our company capabilities to continuously enhance our perspective and relevance for clients

• Engage in person regionally, as required, within a mix of virtual and in-person events

Qualifications:

• 10+ years of experience in a similar role. Examples would include top-tier management consulting firm, strategy group of a top-tier Global Systems Integrator, or as an Enterprise Executive that has led the transformation of a business that will resonate with Fortune 500 executives

• Engagement in operating model, digital transformation, portfolio management, or enterprise strategy work

• Master’s degree preference or equivalent executive experience in business, economics, finance, informatics, technology

Skills

• Exceptional technical visualization skills using PowerPoint, physical whiteboards, virtual whiteboards, and Excel

• Excellent communication and presentation skills, with the ability to distill complex information into clear and actionable insights

• Strong business acumen and a passion for understanding and solving complex business challenges

• Proven ability to work effectively in a team-oriented, fast-paced environment and manage multiple priorities simultaneously

• Integrative use of AI for quality and amplification of insights

Why This Role

• Direct engagement in executive transformation discussions across major enterprises

• Opportunity to shape a regional transformation motion

• Apply consulting skillset in a high-impact enterprise SaaS context

• Work on complex strategy and operating model challenges across industries

• Collaborate with experienced practitioners across strategy, transformation, and technology domains

Great Benefits and Fun Perks:

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!