Anaplan
Director, Customer Success - FSI
New York City, United States. Posted a month ago
The role
You will lead a team of 7+ CSBPs across AMER to manage a $100M+ business. You will own the full customer lifecycle including retention, expansion, and pipeline contribution for FSI customers.
What you will do
- Own full customer lifecycle including retention, expansion (NNACV), and pipeline contribution (CSQL)
- Coach and elevate high-performing CSBPs
- Act as the executive face of Anaplan for customers
- Drive adoption and consumption of Agentic, MCP, and emerging technologies
- Perform sharp forecasting and tight inspection
- Lead a team of 7+ CSBPs spread across AMER
Required qualifications
- 12+ years in SaaS
- Significant experience leading high-performing teams
- Customer success leadership in Enterprise, B2B SaaS
- Experience with $100M+ portfolio
- Negotiated and shaped million-dollar agreements
- Financial fluency in 10-K, forecast reviews, and value conversations
- Operator's mindset with bias for action and ruthless prioritization
- Conversant in AI/agentic technologies and their application to enterprise planning
- Bachelor's degree
Nice to have
- MBA
About the company
Anaplan is a connected planning platform and a Thoma Bravo portfolio company. The company focuses on optimizing business decision-making through an AI-infused scenario planning and analysis platform.