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Planview Solutions Architect/Functional Consultant (REMOTE)
Jacqueline Tagorda
Consultant on customer implementations to design the configuration of the Planview solution to meet the customer’s desired business outcomes

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This position is REMOTE + Client travel

INTERESTED?  Please send resumes to Jackie Tagorda.

Jackie Tagorda



Position Overview:

The candidate should demonstrate direct relevant experience working with organizations in the areas of Project Portfolio Management and/or Professional Services Automation processes. The ideal candidate will have knowledge and experience in customer facing consulting, professional services, project management and monitoring project and portfolio performance. They must also possess sound working knowledge of technology and have experience with PPM and/or PSA systems, which will enable them to envision and configure / design processes and appropriate solutions for our customers. Knowledge of business intelligence (BI) and reporting tools like COGNOS, or Power BI is a plus. Candidate will have relevant tool experience with Enterprise One (E1), PPM Pro, Clarizen, or Changepoint (Daptiv).  Multiple tool disciplines are a plus.


Customer Project Delivery:

  • Work as a billable consultant on customer implementations to design the configuration of the Planview solution to meet the customer’s desired business outcomes

  • Provide best-practice advice and consulting to customers

  • Communicate methods for implementing outcome driven solutions

  • Communicate complex system configuration concepts

  • Engage in solution delivery to ensure successful customer engagements through the configuration of the configuration design

  • Understand customers’ business objectives, system requirements, and desired business outcomes

Business Management:

  • Assist the management team to educate, guide, and improve the education/knowledge of others within the organization

  • Work strategically and independently with internal and external groups on multiple simultaneous projects


  • Excellent analytical and problem-solving skills

  • Proficient in MS Office tools

  • Familiarity with requirements management and business process mapping tools

  • Strong analytical and business analysis skills to elicit business requirements and document business process maps

  • Ability to effectively communicate at the ‘C’ level

  • Strong listening, communication, presentation, facilitation, and negotiation skills

  • Fundamental understanding of Enterprise Applications and integrations with enterprise applications

  • Regarded as an authority or expert in a field, department or market, both internally and by the relevant professional community

  • Ability to adapt to new methodologies for implementing Planview solutions

  • Experience in a similar technical consulting role

  • Ability to analyze business and technical requirements and issues, and provide solution recommendations accordingly

  • Knowledge of software implementation methodologies and working with cross functional stakeholders

  • Ability to develop a strong relationship with the customer

  • Proven ability to meet deadlines


  • Ability to handle multiple tasks/projects concurrently

  • Ability to work independently as well as part of a team environment, effectively interacting with others and coordinating efforts in a multi-site project-oriented organization

  • Excellent organizational/time management, planning and prioritization skills

  • Excellent interpersonal and communication skills including professional level writing skills

  • Must be an excellent presenter and group communicator

  • Ability to bring about organizational change and growth

  • Build and foster strong relationships with peers, cross functionally and with partners outside of team

  • Ability to challenge the status quo, conceive, get buy-in, and implement innovative ideas that can benefit the company and customers

  • Embraces the ideas of others and nurture innovation and operation excellence

  • Strong interpersonal and oral and written communications skills with ability to effectively interact with customers at all levels of customers’ and internal organization

  • Continually strive to improve inter-personal, management, functional, and technical skills set


  • Minimum of 5 years of industry experience in providing Business Solutions to customers in the areas of Project Portfolio Management and/or Professional Services Automation

  • Experienced in training, mentoring, consulting, system configuration, resource management and project management

  • Bachelor’s degree or equivalent experience

  • Combined Experience: 7-10 years

  • Ability to travel up to 50% 

Would you like to apply to this job?

Apply for the Planview Solutions Architect/Functional Consultant (REMOTE) position

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