Principal Strategy Advisor
Planview
Principal Strategy Advisor
Planview
Project and portfolio management software suite
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 fifthconsecutive year, we proudly serve more than 3,000 customers 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 atplanview.com, and connect with us onLinkedIn,Instagram, andX.
As a Principal Advisor, you will guide Executive discussions with blue chip companies on transformation via executive workshops, writing, conference speaking, and facilitating boardroom discussions. As part of our Global Enterprise Transformation team, you will conduct research, interview stakeholders, conduct high-polish exec experience workshops, build business cases, and develop strategic recommendations to drive business growth and operational excellence for our clients. Executive engagement is authentically focused on the clients’ journey but in service to sales of our analyst lauded and industry leading SaaS platform. This position offers exposure to diverse industries across North America, including Fortune 100 clients, and collaborating with a team of experienced professionals.
Strong preference for candidates based along the West Coast.
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
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
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:
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!
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].
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.
Planview provides enterprise software for project and portfolio management. Its platform combines portfolio planning, resource management, and project execution in a single web-based system, and it now includes agile planning and value stream management through acquisitions like Projectplace, LeanKit, Clarizen, and Tasktop. This breadth lets organizations manage both traditional and agile work, prioritizing initiatives, allocating resources, tracking progress, and measuring value across programs. The goal is to help organizations optimize work, align it with strategy, and maximize the value delivered from their portfolios.
Explore more opportunities at Planview