Job Description

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.
Responsibilities:

AI-Driven Segmentation & ICP Clustering

+ Use machine learning and clustering models to refine Ideal Customer Profiles (ICP) and create high-value customer segments.

Funnel Analytics

+ Deploy AI-powered analytics to measure, monitor, and optimize conversion funnels across the customer journey.

Predictive Lead Scoring

+ Run predictive models to assign scores to leads and accounts, improving prioritization for Sales and accelerating pipeline velocity.

Collaboration with Demand Generation

+ Partner with Demand Gen to design and optimize campaign targeting strategies, ensuring marketing investments hit the highest-value accounts.

Insight Translation

+ Translate data-driven findings into actionable campaign insights and sales plays that drive measurable growth.


Qualifications:

Education & Technical Background

+ Bachelor's or Master's degree in a technical field (Computer Science, Data Science, Engineering, or related discipline). + Strong technical foundation with hands-on data modeling and analytics experience.

Professional Experience

+ Background in

Revenue Operations (RevOps), Account-based Marketing

or as a

Salesforce (SFDC) Admin

with proven subject matter expertise. + Experience working in SaaS environments, ideally with enterprise-level GTM teams.

Skills & Tools

+ Proficiency in Salesforce, marketing automation platforms, and RevOps tech stack. + Familiarity with AI/ML tools for GTM workflows (e.g., lead scoring, NLP-driven insights).

Mindset & Passion

+ Demonstrated passion for

AI

and its application to GTM excellence. + Growth-oriented mindset: eager to experiment, learn, and scale what works.
+ Strong communicator with the ability to bridge technical insights and commercial outcomes.