Sr. Data Solutions Consultant

Job summary

The consultant will lead discovery sessions to translate business needs into functional reporting requirements and guide the delivery of analytics solutions. They will also perform data validation, manage customer workstreams, and mentor team members to ensure high-quality project outcomes.

Job details

Company Overview Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively. As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution. Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000 customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide. Why Join Planview? At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works. Discover more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity We’re looking for a Sr. Data Solutions Consultant to join our team in North America. In this role, you will help customers turn complex business and operational data into reliable reporting and analytics. You will partner with customers, project teams, consultants, and technical stakeholders to understand business needs, define requirements, shape solution design, and guide delivery from discovery through production support. This role sits within Planview’s Analytics & Data Solutions organization and combines business analysis with hands-on reporting and data validation. You will work across reporting configurations, custom reports, data marts, analytical models, dashboards, and data pipelines. You will also help establish repeatable practices and reusable assets that improve delivery quality and customer outcomes. #LI-REMOTE#LI-CG1 What You'll Do Lead discovery sessions with customers and internal stakeholders to understand business objectives, reporting needs, data sources, and success measures. Translate business needs into clear functional requirements & acceptance criteria. Guide delivery of reporting and analytics solutions using technologies such as Power BI, SSRS, OData, data marts, tabular models, and custom report configurations. Assist with QA of delivered products (analyze source and target data, write or review SQL queries, validate transformations, and investigate data-quality, reconciliation, refresh, and lineage issues). Plan and support user acceptance testing; coordinate test scenarios, validate results, manage defects, and support production readiness. Perform structured root-cause analysis and communicate findings, risks, dependencies, and recommended corrective actions to both technical and non- technical audiences. Manage multiple customer workstreams with appropriate prioritization, status reporting, documentation, and escalation of delivery risks. Create and maintain documentation (reporting specifications knowledge-base content, etc.). Mentor team members and contribute to standards, reusable templates, estimation practices, and continuous improvements across Analytics & Data Solutions. What You'll Bring 5+ years of experience in business analysis, business intelligence, reporting and/or data solutions. Demonstrated experience gathering requirements and translating business processes into practical technical solutions. Strong understanding of reporting and analytics concepts, including metrics, dimensions, data models, filters, calculations, refreshes, and data lineage. Hands-on experience with one or more business intelligence or reporting platforms, such as Power BI, SSRS, Tableau, or equivalent technologies. Working knowledge of SQL for data analysis, validation, reconciliation, troubleshooting, and ad hoc investigation. Experience documenting and validating integrations, APIs, OData feeds, ETL/data pipelines, or other system-to-system data flows. Ability to facilitate workshops, ask effective discovery questions, challenge assumptions constructively, and build alignment among stakeholders. Strong written and verbal communication skills, with the ability to explain complex data and technical topics clearly for both technical and non-technical audiences. Proven ability to manage competing priorities, work independently, and deliver high- quality outcomes in a customer-facing environment. Preferred Qualifications: Experience with Planview Portfolios, Planview AdaptiveWork or another enterprise portfolio, resource, project, or work-management platform. Experience designing or supporting custom reports, report tiles, data marts, or semantic models. Experience with data-quality frameworks, reconciliation controls, data governance, or master-data processes. Experience working with cloud-hosted SaaS platforms, scheduled jobs, or monitoring and logging tools. Experience with DAX, Power Query, dataflows, Python, PowerShell, or other scripting and automation tools. Bachelor’s degree in business, information systems, computer science, engineering, analytics, or a related field—or equivalent practical experience 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! AI Use in Recruitment Planview may employ AI-based tools to support certain recruiting activities, however all decisions affecting a candidate's application are made by a human recruiter or hiring manager. Planview is committed to complying with applicable AI regulations, including the EU AI Act and other emerging legislation in the jurisdictions in which we operate, and reviews its AI practices as these requirements evolve. If you require further information or would like to exercise your rights under applicable privacy laws, please submit your request at the Planview Data Subject Access Request (DSAR) Portal.

What you’ll do

The consultant will lead discovery sessions to translate business needs into functional reporting requirements and guide the delivery of analytics solutions. They will also perform data validation, manage customer workstreams, and mentor team members to ensure high-quality project outcomes.

Requirements

Candidates must have 5+ years of experience in business intelligence or data solutions with strong proficiency in SQL and reporting platforms like Power BI. A bachelor's degree in a relevant field is preferred, along with excellent communication skills and the ability to manage complex stakeholder relationships.

Benefits

• Unplugged Days
• Paid Time Off
• Parental Leave
• Retirement Plan
• Medical Plans
• Wellness Support
• Remote Work Support
• Volunteer Time Off
• Employee Referral Bonus
• Weekly Office Lunches
• Flexible Work Hours

Listed skills

• Technical Documentation · Preferred
• Power BI · Preferred
• SQL · Preferred
• Data Validation · Preferred
• Reporting · Preferred
• Business analysis · Preferred
• Project management · Preferred
• Requirements gathering · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Business Intelligence
• Data Solutions
• Reporting
• Power BI
• SQL
• Data Modeling
• Requirements Gathering
• Data Validation
• ETL
• Data Pipelines
• Stakeholder Management
• Technical Documentation
• Mentoring
• Project Management
• Analytical Models
• User Acceptance Testing (UAT)
• Planview AdaptiveWork
• Business Intelligence Reporting
• Cloud Hosting
• Solution Design
• Decisiveness
• Systematic Root Cause Analysis
• Workshop Facilitation
• Business Objectives
• Data Analysis Expressions (DAX)
• Production Readiness
• Data Lineage
• Application Programming Interface (API)
• Artificial Intelligence
• Data Analysis
• Automation
• Reconciliation
• Dashboard
• Business Process
• Investments
• Software As A Service (SaaS)
• Computer Science
• Data Governance
• Extract Transform Load (ETL)
• Data Quality
• Functional Requirement
• Innovation
• Python (Programming Language)
• Open Data Protocol (OData)
• Operational Data Store
• Portfolio Management
• Windows PowerShell
• Safety Assurance
• Scenario Testing

Job areas

• Data & Analytics
• Consulting
• Software
• Technology
• Management & Leadership
• Data Solutions Consultant
• Business Intelligence Analyst
• Management and Organization Analysts
• Business Intelligence Analysts
• Data Scientists

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