Principal Advisor

Planview Incorporated • UNAVAILABLE, UNAVAILABLE

2d • Hybrid

About The Position

As a Principal Advisor, you will guide Executive discussions with blue chip companies on transformation via executive workshops, writing, conference speaking, and facilitating boardroom discussions. As part of our Global Enterprise Transformation team, you will conduct research, interview stakeholders, conduct high-polish exec experience workshops, build business cases, and develop strategic recommendations to drive business growth and operational excellence for our clients. Executive engagement is authentically focused on the clients’ journey but in service to sales of our analyst lauded and industry leading SaaS platform. This position offers exposure to diverse industries across North America, including Fortune 100 clients, and collaborating with a team of experienced professionals. Strong preference for candidates based along the West Coast.

Requirements

• 10+ years of experience in a similar role. Examples would include top-tier management consulting firm, strategy group of a top-tier Global Systems Integrator, or as an Enterprise Executive that has led the transformation of a business that will resonate with Fortune 500 executives
• Engagement in operating model, digital transformation, portfolio management, or enterprise strategy work
• Master’s degree preference or equivalent executive experience in business, economics, finance, informatics, technology
• Exceptional technical visualization skills using PowerPoint, physical whiteboards, virtual whiteboards, and Excel
• Excellent communication and presentation skills, with the ability to distill complex information into clear and actionable insights
• Strong business acumen and a passion for understanding and solving complex business challenges
• Proven ability to work effectively in a team-oriented, fast-paced environment and manage multiple priorities simultaneously
• Integrative use of AI for quality and amplification of insights

Responsibilities

• Conduct high-polish executive workshops that harness the expertise across Planview into cohesive and impactful events for new and existing clients
• Conduct small (~4 week) strategy engagements to guide clients on transformation
• Prepare and deliver high-quality presentations and reports to communicate findings, recommendations, and transformation roadmap plans to clients
• Develop CFO quality business cases and value narratives
• Collaborate with cross-functional teams to develop and implement internal strategic initiatives for the growth of Planview
• Develop points of view that combine industry best practices, emerging trends, innovative strategies, and our company capabilities to continuously enhance our perspective and relevance for clients
• Engage in person regionally, as required, within a mix of virtual and in-person events

Benefits

• 4 company-wide paid days off per year to recharge and relax (Unplugged Days)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Principal