Director – Customer Value Engineering

Company Overview


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.
• Join strategic customer meetings, executive discussions, discovery sessions, workshops, and selected demonstrations to coach CVEs and strengthen customer outcomes—while keeping opportunity ownership with the Account Executive.
• Partner with Sales and Marketing on field events, customer forums, and relevant communities or conferences, such as SAFe and PMI events.
• Work with regional sales leaders and Account Executives to understand market needs, support qualified opportunities, and make the CVE team’s expertise accessible across the field.
• Regular travel to meet customers and support team and field events, with occasional international travel for global leadership meetings.

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 opportunities through discovery, technical validation, executive engagement, and customer investment decisions, connecting customer needs to measurable outcomes and realistic delivery paths.
• Experience defining and using measures to improve individual and team performance, evaluate sales plays, and guide coverage and resource allocation.
• Strong commercial judgment, executive communication, and cross-functional influence; able to delegate, make sound decisions with incomplete information, and develop accountable teams.
  
  

Whether you meet all of these qualifications or not, we encourage you to apply if you believe your background may be a fit.

Benefits at Planview

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!

Equal Employment Opportunity at Planview

Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status.  As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.

Reasonable accommodations for the interview process can be requested by emailing [email protected].

AI Use in Recruitment

Planview may employ AI-based tools to support certain recruiting activities, however all decisions affecting a candidate's application are made by a human recruiter or hiring manager. Planview is committed to complying with applicable AI regulations, including the EU AI Act and other emerging legislation in the jurisdictions in which we operate, and reviews its AI practices as these requirements evolve. If you require further information or would like to exercise your rights under applicable privacy laws, please submit your request at the Planview Data Subject Access Request (DSAR) Portal.