Director of Customer Success (Financial Services & Insurance)

Join Anaplan, a leading SaaS company in the financial services and insurance industry. As the Director of Customer Success, you will lead a critical post-sales capability for a $100M+ business, driving adoption and consumption of emerging technologies. You will manage a team of 7+ Customer Success Business Partners, report to the AVP of Customer Success, and be the executive face of Anaplan for customers. The ideal candidate has 12+ years of experience in SaaS, customer success leadership, and a strong understanding of financial concepts.

• Lead and manage a high-performing Customer Success team, ensuring the successful adoption and utilization of Anaplan's solutions by customers.
• Drive customer retention and expansion efforts, owning the full customer lifecycle and contributing to pipeline growth.
• Shape and define the strategy for driving the adoption of emerging technologies, including AI and Agentic, to enhance customer planning and operations.

• 12+ years in SaaS, including significant experience leading high-performing teams
• Customer success leadership, ideally in Enterprise, B2B SaaS
• Enterprise space, $100M+ portfolio. Customers are global leaders - many Fortune 100
• Real commercial chops - negotiated and shaped million-dollar agreements; command a room of senior stakeholders
• Financial fluency, comfortable in a 10-K, a forecast review, a value conversation
• An operator's mindset, bias for action, ruthless prioritization, ownership without excuses
• Forward-looking, curious about and conversant in AI/agentic technologies and their application to enterprise planning
• Bachelor's degree required; MBA a plus
• Skills can be taught, character can't. We're looking for someone who leads with integrity when no one's watching, who owns outcomes without excuses, and who brings a relentless, all-in conviction that AI isn't a threat to great customer success work, it's the tool that lets great teams do their best work faster
• If you operate with unwavering principles, obsess over your customers' success as if it were your own, and are genuinely excited to help define what AI-powered leadership looks like at Anaplan, we want to meet you