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 X. The Opportunity Customer Success Operations Analyst The CS Ops analyst is an internal facing role responsible for assisting the Customer success and Renewals teams. This role will partner with these teams, Sales operations, and order management to ensure that they have all the information needed for their processes and provide them with reports and analytics data for ongoing and future planning. The CS Ops analyst is expected to maintain strong partnerships with all Planview team members to foster a collaborative and team focused approach. The CS Ops analyst is responsible for the effective use of internal tools/processes to keep management and internal teams informed. What You'll Do Create and maintain reports and dashboards in both Salesforce and Power BI. Review and monitor SD data and automated processes to ensure correct data is available for forecasting and CS processes. Partner with the renewals and Customer Success teams to provide required information and help analyse data for future planning and ongoing processes. Create reports and presentations for management review. Desired Skills: Highly proficient in Salesforce. Experienced creating and managing Power BI boards. Strong business analytics skills. Exceptional team player with the ability to facilitate and harness cross-team collaboration while working with teams in person and virtually. A self-starter and quick learner comfortable in a fast-paced environment where priorities change constantly. Excellent office suite competency. Strong presentation and communication skills. Enthusiastic, positive, personable, and flexible. Ability to prioritize, multi-task, and perform effectively under pressure. Excellent time management skills. Ability to work independently and as part of a team. What You'll Bring Bachelor of Arts or Sciences (BA/BS) degree or equivalent job experience. 2+ years of work experience in sales operation, CS Operations, revenue operations. Knowledge of Salesforce. Knowledge of Power BI (Any other BI Tool). Knowledge in Gainsight (Mandatory) Exceptional communication and interpersonal skills. Fluent in English required 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! Diversity, Equity and Inclusion at Planview As part of our efforts to build a workforce with diverse talent, 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.