SOC Lead / Team Lead

Planview Configuration Specialist Remote How You'll Help Us: As a Planview Expert / Configuration Specialist, you will work with Client Delivery Teams, Product Owners, and the client Business Agility Enablement team to assist with ongoing deployment of Agile practices across clients. You may also interact with all levels of the organization to inform and influence understanding of the value in the change. You will work diligently as a change agent within the team, teaching and guiding an environment of continuous learning and improvement, experimenting, and keeping the team to solid agile form in their practices. You will be an extension of the coaching voice for the organization, further fostering a culture of continuous learning and improvement. In fulfilling this role of Sr. Scrum Master, you will work directly with teams and coaches to listen and observe, empathically co-create value mindsets and lean product delivery practice adherence, helping the team be able to focus, and have eyes on the outcomes over outputs. This role teaches the fundamentals of agility in context of team solution delivery. This is taught and maintained by coaching stances in training, teaching, mentoring, modeling, facilitating, etc., Providing helpful written documentation in context on Agile events, metrics and measures that matter, dashboards, insights, tools, and techniques is expected. This role is important to support our goal of returning the highest possible value to our businesses and our customers.

• 8+ Deep expertise in Planview Portfolios, AgilePlace, and associated modules.
• 6+Experience with enterprise strategy execution, governance, and OKR frameworks.
• 6+Strong understanding of project management methodologies (Agile, Waterfall, Hybrid).
• 5+Proficiency in BI tools and data modeling.
• Excellent communication and stakeholder engagement skills.
• Prior experience in training, coaching, or SME development is a plus.

• Platform Configuration & Administration
• Design, build, and configure Planview Portfolios and integrations with AgilePlace and Azure DevOps
• Maintain and enhance Planview Hub connectivity, including token lifecycle management and automation
• Strategic Portfolio Management
• Define and manage strategies, outcomes, and investments within Planview Portfolios
• Support governance workflows, intake processes, and prioritization models
• Training & Enablement
• Develop SMEs via Planview's Ambassador program and lead bootcamp-style training for power users and admins
• Conduct role-specific training and office hours to drive adoption and reduce reliance on external support
• Reporting & Analytics
• Build dashboards and reports using Planview's native tools and BI integrations (Power BI, Tableau)
• Enable KPI tracking, scenario modeling, and capacity planning across portfolios
• Roadmapping & Visualization
• Create strategic, capability, and execution roadmaps using Planview's timeline and swimlane views
• Align product work with OKRs and strategic outcomes
• Integration & Automation
• Implement and manage APIs, connectors, and data feeds for financial, HR, and execution systems
• Troubleshoot sync issues and ensure data integrity across platforms

• Planview University certifications (e.g., EA Training, Ambassador Program).
• Agile or Lean Portfolio Management credentials.

Communication is very Important. Looking for an empathic, self-aware, introspective person who listens for, questions, and checks assumptions both others as well as their own. You seek to understand and be prepared to help team members and others to find their solutions. Resourceful. As problems arise, you creatively identify the best path forward. Self-led. Team Player. You are someone who wants to see everyone on the team succeed and is willing to go the extra mile to help a teammate in need. You enter conflict seeking to understand and prepared to help team members work through challenges.