Overview:

Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.

As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.

Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000 customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide.

Why Join Planview?

At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works.

Discover more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

Responsibilities:

Product Strategy & Customer Insight

- Lead customer discovery, executive briefings, workshops, product deep dives, and advisory conversations, client demos to understand business objectives, workflows, pain points, success measures, and buying criteria.

- Translate customer and market needs into use cases, value hypotheses, product requirements, roadmap inputs, and prioritization recommendations.
- Translate field friction and deployment learnings into actionable product requirements and scalable best practices that strengthen Retain’s market position.
- Identify recurring market needs, competitive gaps, and product & services opportunities while separating scalable opportunities from one-off requests, with a single-minded focus on increasing the NRR.
- Analyse different areas of the business, identify opportunities to apply expertise to build stronger solutions. Drive end-to-end feature development,



translating customer needs into prioritized requirements and partnering with design and engineering to deliver valuable product improvements.

Pre Sales & Client Engagement

- Partner with Account Executives and Solution Consultants to prioritize strategic opportunities and act as the product lead on complex pursuits, including discovery, tailored demonstrations, proof-of-value engagements, RFP/RFI responses, and proposal content.

- Explain Retain capabilities, product value, roadmap themes, trade-offs, dependencies, and expected outcomes to business, technical, and executive audiences.
- Lead use case workshops, translating functional and non-functional requirements into explicit, deliverable use cases, and build executive confidence through client-focused demonstrations and reference solutions that prove ROI.
- Move customers from high-level strategy to tangible outcomes through rapid prototyping, proof-of-concept configurations, and AI-assisted solution scenarios.
- Act as a trusted product expert in customer conversations and help create confidence in the solution, implementation approach, and path to value.
- Support customer escalations and complex solution discussions by aligning customer needs, product capabilities, feasibility, and commitments.

Product & Go to Market Enablement

- Create reusable demo storylines, use-case maps, value narratives, solution briefs, competitive insights, workshop playbooks, and customer-facing product materials.
- Partner with Product Marketing and Sales Enablement to strengthen positioning, messaging, field readiness, launch communications, and competitive differentiation.
- Represent Retain in customer webinars, industry events, advisory programs, and executive briefings.

Business Outcomes & Cross Functional Execution

- Partner with Retain leadership to improve bookings, retention, adoption, expansion, customer value, and margin through better product and customer decisions.
- Provide structured voice-of-customer feedback to Product, Design, Engineering, Customer Success, Professional Services, and Support.
- Ensure clear handoffs from pre-sales to implementation and customer success, including use cases,



success measures, product commitments, risks, and dependencies.
- Track customer and commercial signals and use them to recommend improvements to product priorities, enablement, adoption, and customer experience.

Qualifications:

What You Bring

- 8–10 years of experience in product management, solution consulting, presales, enterprise consulting, implementation consulting, preferably in the PPM domain.

- Experience with complex enterprise software, ideally in portfolio management, work management, resource management, transformation, or adjacent domains.
- Working understanding of the AI and GenAI landscape and how AI capabilities can be applied to automate and improve enterprise workflows.

- Strong customer discovery, product judgement, executive communication, storytelling, workshop facilitation, and product demonstration skills.
- Ability to distill complex technical and product concepts into compelling, value-driven narratives, moving seamlessly between detailed working sessions with practitioners and strategy briefings with C-level executives.
- Ability to translate ambiguous customer needs into clear problems, use cases, requirements, decisions, and measurable outcomes.
- Experience partnering with Sales, Solution Consulting, Engineering, Design, Marketing, Customer Success, and Professional Services in a matrix organization.

- Commercial awareness and understanding of how product decisions influence bookings, adoption, retention, expansion, and margin.
- Prior customer-facing presales, technical sales, or field experience, ideally gained at a leading enterprise SaaS, cloud, or consulting firm.
- Willingness to travel to customer sites and events as needed.
- Bachelor’s degree or equivalent experience required; relevant product, Agile, consulting, or domain certifications are a plus.

Success Measures

- Success in this role will be measured primarily by its impact on Net Revenue Retention (NRR), through features that strengthen customer adoption, retention, and expansion.
- Influence on strategic opportunity progression, product or technical wins, and quality of customer commitments.
- Quality and reuse of discovery, solution, demonstration, value, and enablement assets.
- Speed and quality of the customer-insight-to-product-feedback loop.
- Improved adoption, retention, expansion, customer value, and pre-sales-to-delivery handoffs.
- Evidence that customer and market insights improve Retain product priorities and P&L; outcomes.

📌 Product Value Consultant (Bengaluru)
🏢 Planview
📍 Bengaluru