Strategic Flow Solution Consultant

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

We’re looking for a Sr. Flow Advisor to join our Planview team in Canada! You will be responsible for planning and executing multiple, consecutive high-touch customer engagements in the Flow Framework® Program and Value Stream Management.

As an advisor, you will help provide insights to inform data-driven continuous improvement efforts to allow organizations to meet their goals. This role involves coaching teams on Agile/Lean principles, identifying bottlenecks, and implementing strategies to ensure smooth and continuous flow of work.

You will work with a diverse group of specialists within the company to deliver product and advisory services to the customers over the course of each engagement. You will be part of a team that consists of Agile-first thought leaders and flow advisors who serve as subject matter experts within Planview to advise companies on their VSM journey.

What You'll Do

• Guide customers at all levels, from Product/Program to C-level, on the value of implementing flow metrics and value stream management practices using our product.
• Understand customers' business goals and objectives, and how our product(s) can help them achieve these goals.
• Develop and maintain strong relationships with customers' core teams and stakeholders, acting as a trusted advisor to improve their organizational flow, processes, performance, and outcomes.
• Conduct regular check-ins and reviews with customers to ensure progress towards their goals and identify areas for improvement.
• Facilitate the seamless adoption and long-term usage of our product within customer workflows.
• Enable, train, coach, and mentor customers' stakeholders in learning and adopting our product, helping them become internal Flow specialists and champions.
• Collaborate with the account team on optimal implementation approaches and organizational rollout strategies tailored to each customer's maturity.
• Serve as a catalyst for ongoing change within the customer’s organization by recommending potential improvements and promoting these changes through advising at all levels, utilizing organizational change management (OCM) practices.
• Collaborate with the product development team to provide feedback and insights from customers, driving product enhancements and improvements.
• Monitor customer health and proactively address any issues or concerns to ensure customer satisfaction and retention.
• Regularly report status internally, seek advice when progress is not apparent or accounts are stagnant, and escalate issues early to mitigate risks.
• Travel to local user groups, attend the annual company kickoff and conferences, and conduct individual customer visits as required.
  
  

What You'll Bring

• Fluent in English is a must; additional languages as required to meet regional/global demand.
• 4+ years of experience in customer success, implementation, or a related role in the software or technology industry.
• 5+ years of leadership experience in Agile and/or Value Stream Management (VSM), managing sizeable teams.
• Experience as a practitioner in Enterprise Agile Planning (EAP) or Value Stream Management (VSM).
• Knowledge of the end-to-end software delivery lifecycle and familiarity with tools used in the process.
• Adept knowledge of multiple Agile methodologies, DevOps, and Lean concepts.
• Proven track record of successful deployment and implementation of new methodologies and processes.
• Demonstrated ability to manage multiple projects/engagements simultaneously.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and effectively convey complex concepts.
• Experience in conducting training, coaching, and mentoring sessions.
• Familiarity with organizational change management (OCM) practices.
• Strong problem-solving skills and a proactive approach to customer success.
• Exceptional team player with the ability to facilitate and harness cross-team collaboration while working with teams in person and virtually.
• Ability to interpret and articulate complex topics in an easy-to-understand way.
• Experience with data analysis and reporting tools is a plus.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment .
• Experience with Lean Six Sigma, SAFe Agilist, or Theory of Constraints is a plus.
• Willingness to travel for customer visits, user group meetings, and company events as required.
  
  

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!

Diversity, Equity and Inclusion at Planview

As part of our efforts to build a workforce with diverse talent, 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.