Director, Customer Value Engineering

About this role

Company Overview

Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.

As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.

Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide.

Why Join Planview?

At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works.

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

The Opportunity

As Director, Customer Value Engineering (U.S.), you’ll lead and develop the U.S. CVE team, contribute to global CVE strategy and standards as a member of the global leadership team, and translate agreed direction into effective U.S. execution. Within the agreed scope, you’ll own coverage and day-to-day decisions, scaling impact through coaching and selective field engagement rather than personally carrying every opportunity. Your team supports complex, multi-stakeholder enterprise opportunities across Planview’s broad product portfolio, engaging executive sponsors, business leaders, and technical stakeholders.
How the role works with other teams

• Account Executives own the opportunity, forecast, commercial strategy, and customer relationship; the Director coaches CVEs to strengthen discovery, solution fit, value evidence, and progression.

• Professional Services owns delivery execution; CVEs partner before close to validate feasibility and clarify the customer’s intended outcomes and assumptions.

• Customer Value Advisors lead ongoing customer value conversations; CVEs provide the context and evidence needed for continuity into adoption, renewal readiness, and expansion.

• Product and strategic partners contribute to solution and market alignment; CVEs bring forward customer problems, affected stakeholders, business impact, use cases, and evidence of value.

What You'll Do

• Lead, coach, and develop a high-performing CVE team; set clear expectations, inspect customer work, and build technical and value skills, career growth, and shared practices.

• Shape global CVE strategy, standards, and measures with leadership peers; bring U.S. customer and field evidence, recommend improvements, and translate agreed direction into practical U.S. execution.

• Own U.S. coverage, prioritization, and routine resource decisions; align capacity to qualified opportunities based on strategic value, complexity, partner involvement, and delivery risk, escalating material cross-region or global tradeoffs.

• Coach CVEs to turn customer priorities into clear problem statements, value hypotheses, measurable outcomes, and evidence plans for executive, business, and technical stakeholders.

• Set expectations for decision-criteria-led solution validation, demonstrations, workshops, and proofs of value; assess technical and value fit, surface gaps and risks early, and help teams build decision-ready opportunities with credible evidence and a feasible delivery path.

• Bring sufficient technical depth to coach solution fit across Planview’s broad, complex portfolio and selectively model technical discovery, validation, or a purposeful demonstration in strategic or complex engagements—without becoming the default deal owner.

• Preserve customer outcomes, assumptions, and value evidence through implementation handoffs and ongoing value realization; clarify lifecycle accountabilities with Professional Services and Customer Value Advisors, and intervene selectively when risk or complexity warrants.

• Establish a performance-review cadence and reliable measures for individual and team effectiveness, sales-play impact, engagement quality, capacity and resource allocation, and customer and commercial outcomes; partner with Revenue Operations to set baselines and use data to coach and improve decisions.

• Turn recurring customer evidence, value patterns, and objections into improvements to team enablement, engagement practices, and global standards.

What You'll Bring

• Significant experience in Customer Value Engineering, Value Engineering, Solution Consulting, presales, technical consulting, enterprise SaaS, management consulting, or a related customer-facing discipline.

• Demonstrated experience leading, coaching, and developing customer-facing technical or value-oriented professionals, with accountability for performance and growth.

• A strong technical foundation to assess solution fit across a broad product portfolio, coach technical validation and customer-centered demonstrations, and engage selectively in complex customer situations.

• Understanding of work and resource management, portfolio planning, enterprise agile, value stream management, or related transformation domains—or the ability to learn them quickly.

• A track record guiding complex enterprise…