Financial Services, Strategy and Transformation Director

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.

What unites Anaplanners across teams and geographies is our collective commitment to our customers' success and to our Winning Culture.

Our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform.

Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebrating our wins – big and small.

Supported by operating principles of being strategy-led, values-based and disciplined in execution, you'll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let's build what's next - together!

At Anaplan, we optimize enterprise decision-making through our leading AI-infused scenario planning and analysis platform. Acting as a trusted subject matter expert and strategic leader within Anaplan's Integrated Business Applications organization, the Financial Services, Strategy and Transformation Director sits at the Go To Market intersection of Product Management, Enablement, Sales, Professional Services, Customer Success, and Partners .

This role combines deep functional and process Financial Services expertise with technical application architecture, consultative selling, and ecosystem enablement. You will support Anaplan's GTM Teams on all engagements that require your Financial Services expertise, from initial demand generation programs to initial discovery and through to implementation, and expansion.

Key Responsibilities

Partner seamlessly with Anaplan's GTM Teams to ensure seamless integration of Financial Services Applications into Anaplan's GTM motion by:

• Contribute to the creation and delivery of scalable knowledge-sharing initiatives including compelling sales programs, executive presentations, ROI insights and customer success stories, and enablement assets (training materials, technical guides, evaluation frameworks) to empower internal teams and partners.
• Distill deep Financial Services expertise and positioning into crisp, actionable sales tactics. Ensuring Financial Services Applications presentations and demonstrations are clearly aligned with prospect and customer requirements. Support all stages of complex sales opportunities both onsite and remotely as a technical, process, and architectural expert. Act as ambassador to and advocate for application customers post-sale, driving expansion.
• Support our Platform, Application and AI Teams with application design and best practices, pre-market testing and early adopter customers. Capture structured feedback and translate field insights from customer, prospect, and partner engagements to Product Management to shape application roadmap priorities
• Support Anaplan, Analyst and Industry engagements and events as a key thought leader, including producing thought leadership content across diverse media. Contribrute to market insights, whitepapers, top-of-mind and high-impact use cases for customer discovery and executive presentations.
• Collaborating with the Competitive Intelligence Team to deliver competitive differentiation in Anaplan's positioning and value proposition, sharpening battlecards, and providing win reports that drive useable insights and tactics.

Key Metrics

• Adoption and successful completion of enablement by GTM Teams.
• Number of presentations, demonstrations, and other supporting activities of your Financial Services Applications.
• Total revenue, deal volume, and pipeline value associated with or influenced by Financial Services Applications.
• Qualitative evaluations and ratings from our GTM Teams.

Qualifications

• Demonstrable understanding of Anaplan's platform and its applications to solve complex business challenges.
• Deep Financial Services knowledge of Financial Services planning, at strategic, operational and headcount levels, the market of Financial Services performance management, planning and reporting solutions, required processes and best practices, and the key stakeholders and decision-makers.
• Understanding of product management, enablement and GTM operations.
• Proven experience in consultative selling or strategic advisory roles, preferably within SaaS or enterprise software, with the ability to ask the right questions, manage objections, and guide the sales journey from start to implementation and expansion.
• Excellent communication, facilitation, and knowledge-sharing skills, with a demonstrated exceptional ability in presenting compelling content, performing product demonstrations, leading workshops, and developing enablement programs.
• A results-driven mindset, able to collaborate across teams, with a focus on contributing deliverables of the highest possible quality and impact.

Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB)

We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren't just words on paper – this is what drives our innovation, it's how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation. 

Fraud Recruitment Disclaimer

It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals.  

Anaplan does not: 

• Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.  
• Send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible and then followed up via written communication. 

All emails from Anaplan would come from an @anaplan.com email address. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to [HIDDEN TEXT] before taking any further action in relation to the correspondence.  

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