Company 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.

The Opportunity

The Professional Services Sales organization has an exciting opportunity to join our dynamic group of services experts. We are looking for qualified candidates with a unique combination of sales and enterprise software services delivery experience. The Services Manager is a key position within Professional Services Sales responsible for partnering with our Account Executives, Customer Success Managers and Renewal Specialists in generating services sales pipeline, positioning the value of our professional services, scoping services work/SOWs to deliver value to customers and achieving Services bookings targets.

We provide the industry's most comprehensive solutions designed to connect strategy to delivery including strategic planning, portfolio and resource management, work management, innovation management, capability / technology management (enterprise architecture), lean / agile delivery, and collaborative work / project management. There has never been a better time to join Planview, nor a better role to help customers achieve their business objectives while advancing Planview’s revenue and profitability.

What You'll Do

• Assist in the development of sales plans and strategies. Meet sales goals and objectives.
• Support new sales opportunities utilizing your knowledge and expertise to define planned value outcomes that align to the customer’s needs.
• Build credibility and trust with the sales team, partners and prospects/customers by acting as a trusted business advisor leveraging your knowledge and background to advise and guide prospects and customers on how to achieve their “to be” state with the fastest path to value.
• Define and scope the Professional Services effort and estimate cost and schedule to achieve customer objectives while adhering to defined guardrails for “as sold” margin requirements.
• Prepare and present services proposals to prospects and customers.
• Prepare and negotiate Statements of Work including terms, pricing, and scope.
• Meet or exceed defined Bookings and “As Sold” margin targets for project and subscription services offerings.
• Build and maintain a strong service opportunity pipeline.
• Provide accurate and up to date reporting on sales activities and progress as required by management.
• Collaborate with Professional Services and Customer Success to ensure a seamless handoff to the delivery teams and to ensure cross-team collaboration on cultivating and identifying additional services opportunities in support of customer value achievement.
• Stay up to-date with industry trends, product knowledge, platform/solutions, and services offerings and methodologies.

What You'll Bring

We are seeking a commercially minded professional with strong business, consulting, sales, and leadership acumen. The ideal candidate brings a customer-first mindset and a proven ability to position and sell services that drive measurable business value.

Preferred Experience

• Partnering with customer stakeholders, including C-level executives
• Supporting digital and agile transformation initiatives
• Multi-year experience as a Product, Project, Program, PMO, or EPMO leader, or in a consulting capacity
• Deploying Lean-Agile and Strategic Portfolio Management (SPM) solutions
• Developing Statements of Work (SOWs) and leading contract negotiations
• Owning bookings forecasts and margin accountability
• Successfully navigating complex, global organizations
• Conducting business process analysis and optimization

Education

• Bachelor’s degree in Computer Science, Engineering, Management Information Systems, Business, or related field (or equivalent experience)
• Relevant certifications preferred (e.g., LPM, SAFe, PMP, MBA, CPA)

Additional Qualifications

• Broad understanding of SaaS implementations and organizational change management
• Ability to quickly absorb industry knowledge and translate it into services bookings
• Skilled at facilitating dialogue between technical and non-technical stakeholders
• Composed under pressure, with patience across diverse customer environments
• Willingness to travel as needed

Skills

• Strong executive communication skills with the ability to drive value-based conversations
• Commercially savvy with clear understanding of margin and project profitability drivers
• Highly organized self-starter with strong time management skills
• Experience with the Planview platform preferred
• Experience co-selling and co-delivering with strategic partners preferred

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 recruitment@planview.com.