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 brings 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

The Legal Operations Coordinator / Contracts Administrator provides critical operational and administrative support to Planview’s Legal department, managing the end-to-end contracting process, legal operations systems, and compliance activities. This role works in close coordination with Legal, Finance, Procurement, and external vendors to ensure efficient contract lifecycle management and legal operations.

What You'll Do

Legal Operations & Workflow Management

• Manage and support legal intake and workflow for internal and external inquiries and respond timely to inquiries received, including intake criteria, assignment, and routing within the legal department and escalating as appropriate.
• Assigning work out of Atom (legal workflow system) and updating queue status.
• Managing Legal inbox - initial triage, categorization, and routing of requests.
• Manage initial risk analysis in Chamelio (AI contract review tool).
• Run initial contract reviews through Chamelio.
• Flag issues for attorney review.
• Track AI-identified risks.
• Enforce contracting process, structure, and guidelines as well as usage of our contract management tool with internal teams.

Contract Management & Execution

• Support and manage the contracting process in the contract management database in close coordination with Planview’s Legal and Finance departments, Procurement, and external vendors as needed, including:
• Manage and maintain contract management and legal operations databases, including:
• Uploading executed documents accurately to the appropriate files.
• Completing data entries in contract management databases.
• Updating agreement records in Salesforce (SFDC) ensuring data accuracy and completeness.
• Contract data structure, metadata, and reporting (e.g., contract scoring, tagging, risk tracking).
• Contract validation for signature.
• Verify all required fields are completed.
• Ensure proper signatory authority.
• Confirm contract completeness before routing for execution.
• Process Electronic Signatures for contracts using e-signature tools and manage contract execution process end-to-end.
• Track contracts through execution workflow.
• Chase signatures and follow up on pending executions.
• Confirm execution completion and update systems.
• Processing customer termination notices.
• Receive and log termination notices.
• Update contract status in systems.
• Route to appropriate team members for action.

Contract Review & Risk Assessment

• Review and negotiate NDAs.
• Manage legal review of RFP responses, including:
• Compliance queries for RFPs - respond to standard compliance questions.
• Certificate of Insurance (COI) and insurance queries for RFPs - coordinate with insurance team and respond to standard insurance questions.

Compliance & Corporate Support

• Annual compliance projects assistance (under supervision of CLO/Privacy Lead).
• Support ISO certification audits (evidence collection, organization).
• Assist with policy rollout projects.
• Coordinate compliance documentation and filings.
• KYC (Know Your Customer) support.
• Collect and organize KYC documentation.
• Coordinate with customers on KYC requests.
• Maintain KYC records.
• CSC (Corporate Service Company) filing data completion.
• Prepare data for entity maintenance filings.
• Coordinate with registered agents and CSC providers.
• Track filing deadlines and confirmations.
• Assignment letter projects.
• When contracts are assigned between legal entities, prepare assignment notices.
• Coordinate customer notifications regarding entity assignments.
• Track assignment completion and update systems.

Vendor & Financial Administration

• iValua Purchase Requisitions (PRs) and invoice management for Legal vendors.
• Create purchase requisitions for legal services (outside counsel, software, etc.).
• Process legal vendor invoices for payment.
• Track legal spend against budgets.
• Coordinate with Finance on invoice approvals.

Document Formatting & Template Management

• Formatting for new policies and templates.
• Apply proper formatting, numbering, and styles to legal documents.
• Ensure templates meet company branding and formatting standards.
• Finalize document formatting for distribution.

Additional Support:

Assist Legal team with other projects as assigned.

What You'll Bring

Required

• At least 5 years of relevant professional business, deal desk, paralegal and/or contract management experience (SaaS experience is a plus).
• A Bachelor’s degree from an accredited college or university or equivalent combination of skills and experience.
• Strong Microsoft Office Skills including Word, Outlook, Excel, and PowerPoint.
• Experience using CLM and CRM systems (Salesforce experience required), experience with legal workflow/AI tools highly desirable.
• Ability to thrive in fast-paced environment, utilizing effective organizational skills to prioritize and manage deadlines for multiple simultaneous projects for multiple stakeholders.
• Demonstrate ability to multitask and prioritize, as needed.
• Ability to work both independently and collaboratively in a cross-department and cross-functional role.
• A highly detailed approach to the review and redlining of contracts, order forms, NDA terms and conditions, and the ability to courteously and succinctly communicate contract management positions and policies to internal clients and cross-functional teams.
• Strong writing skills, with the ability to communicate clearly, concisely, and professionally across all levels of the organization.
• A solid understanding of basic contracting principles, legal vocabulary, and concepts with a hunger/willingness to learn and expand knowledge base.

Key Competencies

• Attention to Detail: Meticulous in data entry, contract review, and document formatting.
• Organization: Ability to manage multiple workflows, deadlines, and priorities simultaneously.
• Communication: Clear and professional communication with attorneys, business stakeholders, and external parties.
• Technology Proficiency: Quick learner of new legal tech tools and systems.
• Problem-Solving: Proactive in identifying issues and proposing solutions.
• Discretion: Handles confidential legal and business information appropriately.
• Initiative: Self-starter who can work independently with minimal supervision.
• Collaboration: Works effectively across Legal, Finance, Procurement, Sales, and other departments.

Total scope: This is a full-time role supporting 5 attorneys across multiple geographies with significant legal operations, contract administration, and compliance coordination responsibilities.

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. Questions regarding the processing of your data may be directed to privacy@planview.com.