Solution Consultant (Professional Services Systems)

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 Twitter.

The Opportunity

We are seeking a strategic and proactive PS (Professional Services) Systems Solutions Consultant to optimize our enterprise systems architecture and drive business value. This role goes beyond system administration – you'll act as a trusted advisor who delivers solutions, drives continuous improvement, and partners with Operations and Delivery teams to enhance performance and efficiency through expert system management and strategic innovation.

What You'll Do

System Management & Maintenance

Manage system upgrades and ensure seamless implementation across all platforms

Maintain and execute monthly, quarterly, and annual updates to all models and structures

Oversee resource and user creation, maintenance, and ongoing updates

Partner with integration teams to maintain integrations between Portfolios, Salesforce and NetSuite, managing changes and enhancements as needed

Configuration & Standardization

Manage global configurations and enhancements based on input from Operations and Delivery teams

Standardize all structures, attributes, templates, and configurations to ensure consistency and efficiency

Implement and maintain best practices across all system architectures

Third-Party Vendor Management

Oversee third-party assignments, costs, and invoices within Ivalua procurement platform

Monitor vendor performance and ensure accurate tracking of external resource utilization

Coordinate with procurement and finance teams to ensure timely processing of vendor invoices

Maintain accurate records of third-party engagements and associated costs

Solution Delivery & Troubleshooting

Provide expert troubleshooting and timely resolution to delivery and operations requests

Proactively audit, analyze, investigate, and report on potential issues related to rates, financials, and resource effort metrics that may affect overall Professional Services performance

Monitor system health and address concerns before they impact operations

Deliver solutions that directly impact business outcomes

Strategic Collaboration & Optimization

Work closely with Operations and Delivery teams to suggest enhancements, simplifications, and efficiency gains resulting from potential architecture, process, or configuration changes

Partner with GRS to maintain and optimize primary reports

Identify opportunities for process improvement and automation

Act as a consultant to stakeholders on best practices and system capabilities

Documentation & Change Management

Create and provide comprehensive documentation and change management assets for Professional Services

Maintain up-to-date system documentation and user guides

Ensure all changes are properly documented and communicated to stakeholders

What You'll Bring

Desired Characteristics and Traits

Desire to leverage AI tools and technologies – comfortable using AI to accelerate problem-solving, automate tasks, enhance analysis, and drive innovation in system management

Quick learner and Self-starter with strong initiative with demonstrated ability to rapidly and independently understand complex systems and processes, identify opportunities, and drive solutions without constant direction

Solution-oriented mindset with Strong problem-solving and analytical skills

Detail-oriented with strong organizational acumen and the ability to communicate effectively

Required Technical Background and Experience

Bachelors Degree in Data Science, Information Systems, Computer Engineering, or similar field

2+ Years Experience with enterprise systems in a delivery or consulting capacity; Such as Salesforce, Netsuite, Portfolios (or similar portfolio management tools)

2+ Year Experience working with system integrations, configurations, and troubleshooting

Experience working with PowerBI or other data analysis platforms

Preferred Qualifications and Skills

The following skills and experience are valuable but not required – we're looking for someone eager to learn:

Background in project and resource management domains

Experience in procurement processes and vendor management

Experience with statistical analysis and data modeling

Familiarity with Agile methodologies and process improvement frameworks

Ability to create clear documentation and manage change processes

What We're Looking For

The ideal candidate is a curious, proactive problem-solver who thrives in dynamic environments and knows how to harness the power of AI to work smarter and faster. You're not just maintaining systems – you're delivering solutions that drive business results and positioning yourself to become a recognized specialist in this domain.

You don't need to know all our systems on day one – what matters most is your ability to dive into unfamiliar territory, leverage modern tools (including AI) to accelerate your learning and impact, and take ownership of complex challenges with a consulting mindset.

If you're someone who sees a problem and naturally starts thinking about solutions, who asks "why" and "what if," who embraces AI as a force multiplier for your work, and who wants to grow into a specialist role by delivering meaningful impact , you'll excel in this role.

We value initiative, learning agility, solution delivery, and the innovative use of technology over specific tool experience. The right person will bring energy, curiosity, AI-savviness, and a drive to continuously improve how we work – with a clear path to becoming a subject matter expert.

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