Full-Time

Senior Director

Connect Enterprise Advisor, Financial Services

Posted on 4/10/2024

Anaplan

1,001-5,000 employees

Connected planning platform for businesses

Data & Analytics

Senior

New York, NY, USA

Required Skills

Communications

Requirements

Experience in influencing and leading planning transformation journey in the Financial Services industry
Experience reporting to or influencing C-level decision-makers such as a CFO or COO
First-line business & technology responsibilities and operational experience
Leadership & organizational skills
Exceptional presentation & communication skills
Ability to complement and support Anaplan's execs at CxO meetings

Responsibilities

Engage with customers at the VP+ level
Influence senior decision-makers and convince them of the need to change with a compelling planning transformation vision
Own the development of Anaplan's industry POV for the Financial Services industry in AMER
Contribute to the development of high-impact specific target solutions relevant to Financial Services
Engage and confer significant credibility with strategic partners
Contribute to the shaping of strategic and investment accounts strategies in the Financial Services sector, AMER
Continuously monitor the trends in the Financial service sectors, innovation in planning solutions, emerging practices, competitor solutions, and the significant outcomes that matter to senior decision-makers
Deep understanding of planning transformation journey and impact on industry and SaaS metrics
Ability to work in a matrix environment where some key contributors may report into a separate functional area

Anaplan. As the engine behind back-office system connectivity, you might not recognize our name, but our customers rank among the who’s who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, and Bayer are just a few of the 2,000+ companies that rely on our best-in-class platform and its native AI capabilities to see, plan, and lead their businesses. By dynamically connecting financial, strategic, and operational plans in real-time, companies trust Anaplan to give them the power to anticipate change, address complexity, deliver operational insights, increase profits, and stay ahead of their competition.

What unites Anaplanners across teams and geographies is our commitment to our customers’ success and our collective motivation to achieve ambitious goals. We champion diversity of thought and ideas, and we behave like leaders irrespective of title. When you work for us, you’ll be part of a winning culture that’s dedicated to creating opportunities for our customers, partners, and employees. We hope you’ll join us. Let’s create something incredible together!

The Connect Enterprise Advisor - Financial Services position will own the development and evolution of Anaplan’s industry POV for the financial services industry in AMER. This role will report to the Global Head of Presales and work closely with AMER Financial Services GTM teams (Sales, Partners, Customer Success & Presales), Marketing, Product Center of Excellence, and others to drive the successful planning transformation strategies for Financial Services.

This position aims to create and elevate Anaplan’s propositions in the Financial Services sector so that they are highly relevant and impactful to CxO-level audiences in our strategic accounts. The propositions will be uniquely crafted by blending the experience of existing Anaplan customers in Financial Services and the senior director’s ’hands-on’ planning transformation journey.

Your Impact

Engage with customers at the VP+ level
Influence senior decision-makers and convince them of the need to change with a compelling planning transformation vision
Own the development of Anaplan’s industry POV for the Financial Services industry in AMER
Contribute to the development of high-impact specific target solutions relevant to Financial Services
Engage and confer significant credibility with our strategic partners
Contribute to the shaping of our strategic and investment accounts strategies in the Financial Services sector, AMER
Continuously monitor the trends in the Financial service sectors, innovation in planning solutions, emerging practices, competitor solutions, and the significant outcomes that matter to senior decision-makers
Deep understanding of planning transformation journey and impact on industry and SaaS metrics
Seen as a thought leader with practical advice on planning the transformation journey
Ability to work in a matrix environment where some key contributors may report into a separate functional area

Your Qualifications

The ideal candidate must have "gravitas" based on their experience in influencing and leading planning transformation journey in the Financial Services industry
Has reported to or influenced C-level decision-makers such as a CFO or COO
First-line business & technology responsibilities and operational experience
Have led multiple planning transformation journeys across the Financial Services industry
Outstanding leadership & organizational skills
Has the presence with exceptional presentation & communication skills
Able to complement and support Anaplan’s execs at CxO meetings

#LI-SP1

Base Salary Range:

$200,000—$271,000 USD

Our Commitment to Diversity and Inclusion

Build your job in a place that thrives on diversity, inclusion, and belonging. We believe in maintaining a hiring and working experience in which 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 true 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 correspondences, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcement 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 [email protected] before taking any further action in relation to the correspondence.

Anaplan

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Website

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Anaplan is a premiere workplace for those looking to immerse themselves in the world of enterprise planning. The company’s powerful platform supports finance and operational leaders in executing complex planning, modeling, and decision-making with high precision, suiting the distinct demands of various businesses. This focus on powerful, agile solutions equips employees with leading tools and an intellectually stimulating environment, fostering constant learning and innovation.

Company Stage

Series F

Total Funding

$299.9M

Headquarters

Miami, Florida

Founded

2006

Growth & Insights

Headcount

6 month growth

↑ 0%

1 year growth

↓ -9%

2 year growth

↓ -9%

Benefits

Insurance, Health & Wellness- Accidental death and dismemberment (AD&D) Insurance, Dental Insurance, Disability Insurance, Health Insurance, Vision Insurance, Life Insurance, Health Savings Account (HSA), Maternity & Paternity Leave, Unlimited PTO, Gym Discount, Sick Time

Financial & Retirement - 401k 50% match on the first 3% of base salary, Employee Stock Purchase Program (ESPP), Flexible Spending Account (FSA), Roth 401k

Home - Bereavement Leave, Fertility Assistance, Immigration Assistance, Relocation Bonus, Remote Work