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 Twitter .
The Opportunity
We’re looking for a Senior Customer Renewal Specialist to join our team in the United States. In this role, you will be responsible for managing a portfolio of assigned customer accounts and successfully executing the renewals process. The CRS works as part of the Planview account team is integral to in ensuring Planview’s customers are happy and retained for the long-term while hitting company targets.
What You'll Do
- Negotiate and execute customer renewals, across multiple product lines and regions.
- Ensure quarterly targets are hit or exceeded around price increases, multi-year agreements, timeliness, customer churn and retention.
- Review customer contracts for relevant terms and conditions.
- Maintain accurate data, reporting and forecasting on assigned renewals.
- Develop an understanding of the Planview licensing and pricing models, renewal guidelines and procedures.
- Position the Planview platform to customers for the most optimal experience, including new features and products.
- Ensure any renewal related issues and escalations are managed appropriately and resolved quickly, leveraging appropriate supporting resources from Planview as needed.
- Partner with Account team members to strategize on a successful renewal.
- Lead departmental projects as required.
What You'll Bring
- Bachelor degree or equivalent job experience
- Fluent in English and business fluency in Spanish is a plus
- 3-5 years of experience in renewals or similar role
- Knowledge of Salesforce and Salesforce CPQ.
- Exceptional team player with the ability to facilitate and harness cross-team collaboration while working in a hybrid work environment.
- A self-starter and quick learner comfortable in a fast-paced environment where priorities change constantly.
- Strong numerical, presentation and communication skills.
- Enthusiastic, positive, personable, and flexible.
- Ability to prioritize, multi-task, and perform effectively under pressure.
- Excellent time management skills and attention to detail.
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 .
