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Customer Value Advisor

workfromhome • Posted 3 days ago
Remote Full Time Office and Administrative Support Occupations

Owning the economic buyer relationship for a portfolio of enterprise accounts, the full-time Customer Value Advisor will drive value realization, executive engagement, and expansion outcomes while working remotely. Key responsibilities Manage the economic buyer relationship throughout the customer lifecycle, from initial forecast to renewal Build and maintain executive-level relationships, conducting regular business reviews to connect customer outcomes with their Planview investment Identify and drive adoption and expansion opportunities, collaborating with Account Executives to advance the sales pipeline Required qualifications 5+ years of experience as a strategic Customer Success Manager or account executive managing $250K+ ACV deal sizes Demonstrated executive presence with the ability to lead C-suite conversations and drive decisions Experience delivering value realization or executive business reviews Strong commercial instinct for identifying expansion opportunities during customer interactions Background in management consulting or Value Engineering at a peer SaaS company is a plus

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