Planview
Director, Services Sales
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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
This customer-facing strategic role leads a team of Services Sales Managers responsible for achieving Professional Services bookings targets and ensuring services are appropriately scoped to help customers achieve identified business outcomes.
As the leader of the regional Professional Services sales team, you will partner closely with Software Sales, Professional Services, and Customer Success to help customers realize value, improve retention, and support long-term growth.
Planview offers the industry’s most comprehensive solutions for connecting strategy to delivery, including strategic planning, portfolio and resource management, work management, innovation management, capability and technology management (enterprise architecture), Lean-Agile delivery, and collaborative work and project management.
There has never been a better time to join Planview—or a better opportunity to help customers achieve their business objectives while contributing to Planview’s continued growth.
What You'll Do
As part of the Planview Professional Services team and reporting to the VP of Professional Services, you will work with prospective and existing customers to:
- Lead a high performing services sales team of Strategic Services Managers (SSMs).
- Attainment of the regional PS sales bookings targets to drive attainment of regional revenue and margin.
- Accurate forecasting of regional PS sales pipeline and bookings.
- Responsible for the ongoing development of the team which includes recruiting, hiring and training new SSMs, as required.
- Coach and manage the team to:
- Achieve assigned professional services bookings target quota by closing signed statements of work with customers directly and via partners, within defined margin guardrails.
- Support enterprise sales opportunities utilizing your knowledge and expertise to define planned value outcomes that align to prospective customer’s needs.
- Build strong relationships with Planview Partners (GSI’s) to collaborate on selling subscriptions and services that lead to revenue and growth potential.
- Develop and understanding of partner defined solutions with the purpose of positioning partner offerings to our customers to drive adoption and expansion.
- Work cross functionally with partners in Sales and Customer Success, to build credibility and trust with prospects/customers by acting as a business advisor leveraging your knowledge and background to advise, architect, and build the Professional Services delivery plan and scope of services for prospects and customers to achieve their planned value outcomes with a focus on time to value.
- Collaborate with internal teams to scope and sell technical services offerings as appropriate.
- Define and scope the Professional Services effort and estimate to achieve customer objectives while adhering to defined guardrails for “as sold” margin requirements.
- Work with Sales, Customer Success, TAMs (Technical Account Manager) and independently to build and maintain a strong Professional Services opportunity pipeline.
- Provide accurate and up to date reporting on sales activities and progress as required by management.
- Work collaboratively with Planview teams to support customer success and voice of customer needs to product management.
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What You'll Bring
We are seeking an individual who possesses strong sales, business, consulting, and leadership skills, with a customer first mindset, who can drive a team to promote and sell professional services effectively.
Interested candidates should have:
Experience:
- 10+ years Management experience and 8+ years of previous consulting sales experience in a SaaS company
- Track record of meeting and exceeding quota
- Experience with bookings forecasting and margin responsibilities.
- Experience collaborating with customer stakeholders, including C-level.
- Multi-year experience as a product/project/program/PMO/EPMO manager or other consulting experience(desired)
- Experience with business consulting, business process analysis, deploying lean-agile and Project Portfolio Management (PPM) solutions (desired).
- Experience navigating global organizations successfully.
- Experience with Planview solutions (desired)
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Education:
- Bachelor’s degree in computer science, Engineering, Management of Information Science, or Business (or related degree) or demonstrated relevant experience.
- Related certifications or industry designations preferred (e.g., LPM (Lean Portfolio Management), SAFe, PMP, MBA, CPA, etc.)
Skills:
- Excellent communication with the ability to drive value-based conversations with senior stakeholders.
- Sales minded with commercial understanding of project and company margin drivers.
- Self-starter with strong organization and time management skills
- Ability to learn and apply industry knowledge to drive services bookings.
- Stay up to-date with industry trends, product knowledge, and services offerings and methodologies.
- Facilitate conversations between technical and non-technical people.
- Remain calm under pressure and show patience within a variety of customer situations.
- Some travel required.
Whether you have some, or all of these, we want to hear from you if you believe your background and experience might 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!
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