Sr. Director, Subscription Services

Planview Incorporated•UNAVAILABLE, UNAVAILABLE

About The Position

The Sr. Director/Director of AI and Subscription Services Delivery is a leadership role within Planview’s Professional Services Americas organization. This position is accountable for the end-to-end delivery, quality, and P&L contribution of Planview’s subscription-based service offerings across the Americas, including AI-enabled services and Planview Anvi. The leader will assess and grow the existing team into a scalable, high-performing organization focused on consistent customer outcomes, practical AI adoption, and measurable value realization. The role combines strategic partnership with hands-on operational leadership. It connects professional services strategy to customer results through collaboration with CIC delivery leadership, Sales, Customer Value, Product, and Finance. The leader is responsible for growing recurring revenue, supporting customer health, and expanding Planview’s footprint among its Americas customers. The portfolio includes Planview 360, Planview Adopt, Planview Advisor, Planview Anvi, Remote Advisory, AI Strategy & Enablement, and AI Services Delivery. The position defines the practice’s vision, operating model, and growth strategy; contributes to Professional Services P&L performance; builds and develops the team; sets delivery standards and KPIs; and leads customer value realization and executive engagement.

Requirements

  • 10 or more years of progressive experience in professional services, consulting, or services delivery within a software or SaaS organization.
  • 5 or more years in a senior leadership role managing multifunctional delivery teams and complex service portfolios.
  • Demonstrated experience contributing to a professional services P&L, including revenue targets, utilization, and margin performance.
  • Proven ability to inherit and transform delivery teams by assessing talent, closing skill gaps, and developing a high-performance culture.
  • Deep understanding of the SaaS customer lifecycle, from onboarding through renewal, expansion, and advocacy.
  • Experience managing executive-level customer relationships across the Americas.
  • Strong commercial acumen and ability to connect services strategy to bookings and recurring revenue outcomes.
  • Excellent communication, executive presence, and cross-functional influencing skills.
  • Demonstrated experience leading AI strategy, AI-enabled transformation, or AI-related professional services delivery in an enterprise SaaS or technology environment.
  • Experience translating AI capabilities, agentic workflows, or automation into practical customer use cases, adoption plans, and measurable business outcomes.
  • Ability and willingness to travel approximately 30% across the Americas.

Nice To Haves

  • Experience with portfolio and project management, work management, or enterprise transformation software.
  • Familiarity with Planview’s product portfolio or competitive landscape.
  • Background leading AI, automation, advisory, or product-enabled services teams, particularly in a subscription or managed services model.
  • Experience with Planview Anvi or a comparable AI, agent, or intelligent-workflow platform, including use-case prioritization, enablement, governance, and adoption.
  • Experience designing and launching new service offerings in a high-growth SaaS and AI-centric environment.
  • Experience building repeatable AI services delivery methods from discovery and value assessment through implementation, adoption, and optimization.
  • MBA or advanced degree in a related field.
  • Bilingual English/Spanish or English/Portuguese.

Responsibilities

  • Define and execute the vision, operating model, and growth strategy for the Subscription Services Delivery practice in alignment with Professional Services and company financial objectives.
  • Manage the practice’s contribution to the Professional Services P&L, including revenue attainment, margin improvement, and resource utilization.
  • Partner with CIC Delivery, Sales, and Customer Value on go-to-market packaging, pricing, and positioning to improve service attach rates and recurring revenue.
  • Provide business and financial performance updates to the VP of Professional Services — Americas, including bookings, revenue recognition, headcount costs, and margin trends.
  • Synthesize delivery insights, customer feedback, and market signals into recommendations for Planview Anvi, AI capabilities, Product, and Center of Excellence leadership.
  • Assess and develop the subscription services team, identifying strengths, skill gaps, capacity, and organizational needs.
  • Create a team-building roadmap covering hiring priorities, role definitions, and organizational design to scale delivery capacity and AI-services expertise.
  • Recruit, develop, and retain delivery managers, consultants, advisors, and technical specialists across the subscription services portfolio.
  • Build a culture of accountability, customer focus, continuous learning, and inclusive collaboration; establish career development, skills, and mentoring frameworks.
  • Oversee delivery quality, capacity planning, resource allocation, and utilization across the Americas subscription services portfolio.
  • Develop and improve scalable delivery frameworks, playbooks, and methodologies, including repeatable approaches for Planview Anvi adoption and AI services.
  • Define and manage KPIs including customer health, Anvi adoption, AI use-case activation, time-to-value, on-time delivery, CSAT/NPS, margin, and renewal and expansion rates.
  • Lead forecasting, pipeline management, and regular business reviews with the VP of Professional Services — Americas and cross-functional leaders.
  • Drive customer value realization throughout the engagement lifecycle, from AI use-case discovery through Anvi adoption and ongoing optimization.
  • Work with Customer Value on customer health scoring, risk identification, and proactive interventions to protect and grow renewals.
  • Lead AI-related professional services delivery with appropriate governance, change management, and adoption practices.
  • Act as a trusted executive advisor to strategic accounts, participate in EBRs and QBRs, and maintain senior-level customer relationships.
  • Represent the voice of the customer internally, translating delivery experience into service improvements, product enhancements, and commercial opportunities.
  • Guide customers in identifying valuable Planview Anvi use cases, prioritizing agents, and embedding Anvi into their operating models.
  • Support customer AI strategy, readiness assessment, value prioritization, responsible adoption, governance, and change enablement.

Benefits

  • Four company-wide paid Unplugged Days per year.
  • Generous PTO offerings, region dependent.
  • Region-specific competitive benefit plans, 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.
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