Senior Solution Consultant, Finance and Business Services
Anaplan · San Francisco, United States
- On site
- San Francisco, United States
About the role
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!
Senior Solution Consultant – Finance & Business Services (Presales)
About the Role
At Anaplan, we help the world’s leading enterprises connect data, people, and plans to make faster, more confident decisions. More than 2,400 global customers—including NVIDIA, Generali, and QIC—rely on Anaplan to align strategy, finance, and operations in real time.
We are seeking a Senior Solution Consultant to join our Finance & Business Services Presales team. In this role, you will partner with enterprise customers to uncover complex planning challenges, shape enterprise planning transformation strategies, and demonstrate how Anaplan drives measurable business impact.
The ideal candidate combines strong consultative skills, executive communication, business process expertise, and a passion for solving complex business problems in collaborative, fast-paced enterprise sales environments.
Key Responsibilities
• Partner with enterprise prospects across Financial Services and Business Services industries to identify planning inefficiencies, operational challenges, and transformation opportunities.
• Lead consultative discovery conversations to uncover strategic business drivers, decision-making gaps, and enterprise planning challenges.
• Design and deliver compelling solution demonstrations, workshops, and value-based presentations tailored to executive and operational audiences.
• Drive alignment across finance, operations, technology, and executive stakeholders throughout complex sales cycles.
• Translate complex business and planning challenges into differentiated solution strategies leveraging Anaplan’s Connected Planning platform.
• Articulate the value of AI-enabled planning capabilities, predictive analytics, and scenario modeling to help customers envision practical enterprise use cases.
• Collaborate closely with Account Executives, Customer Success, Product Management, and Partner teams to develop and execute winning account strategies.
• Create and enhance repeatable industry solutions, demo assets, and presales best practices to support organizational success.
• Contribute to industry expertise, competitive positioning, and thought leadership through customer engagements, industry events, and internal enablement initiatives.
Qualifications
• 5+ years of experience in presales, solution consulting, enterprise software, Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), or related planning disciplines.
• Proven experience supporting complex, multi-stakeholder enterprise sales cycles.
• Industry experience within Financial Services, Insurance, Banking, Capital Markets, or other highly regulated environments preferred.
• Strong consultative discovery and value-selling skills with the ability to connect business challenges to technology solutions.
• Demonstrated ability to deliver impactful executive presentations, facilitate workshops, and conduct tailored solution demonstrations.
• Experience engaging senior stakeholders, including CFOs, FP&A leaders, Operations leaders, and Transformation executives.
• Strong understanding of financial planning, operational planning, workforce planning, and sales performance management processes.
• Ability to thrive in ambiguous environments, rapidly learn new business domains, and operate effectively in fast-paced enterprise organizations.
• Experience collaborating across cross-functional sales, product, customer success, and professional services teams.
• Advanced Microsoft Excel and financial modeling skills preferred.
• Prior experience with Anaplan or other EPM/platform technologies is a plus.
• Bachelor’s degree in Business, Finance, Technology, or a related field preferred.
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 people@anaplan.com before taking any further action in relation to the correspondence.