Financial Services Go-To-Market (GTM) Leader

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!

Financial Services Go-to-Market (GTM) Leader

We are looking for a Financial Services Go-to-Market (GTM) Leader to join one of the fastest growing cloud vendors and make your mark on the industry. You will take your proven track record of developing and executing industry go-to-market strategies and work with our team to verticalize Anaplan’s solutions for the financial services sector with a focus on Capital Markets and Banking—retail and commercial banks, credit unions and diversified financial institutions. In this role you will help people and companies around the world every day to make better informed plans and decisions. 

• A seasoned business and growth leader, this individual will thrive in partnership with senior leaders across Product, Marketing, Field Sales, Architecture, Partner, and the broader Industry & Solutions team. This role is about setting and executing bold bets across industries, aligning the company against them, and driving elite execution in Pipeline Generation and Net New ACV growth.
• A typical day involves leading senior executive workshops with strategic customers; partnering with verticalized sales leaders to analyze global industry trends and drive action plans; coaching and developing your GTM team; building breakthrough partnerships with SIs, MSPs, and advisory firms; and holding cross-functional team meetings to keep extended teams aligned.
• You will join a team of individuals who embrace and respect diverse perspectives, aren’t afraid to push boundaries and try new ideas, and are passionate about helping our customers and each other succeed. We work hard, but we also don’t wait for an excuse to have fun. 
• Reporting to our Area Vice President (AVP) leader of the Financial Services industry team, this role serves as the main point of contact for our financial services account teams focused on banking. You will closely align with sales, marketing, product, customer success and implementation partners to seed and develop strategic opportunities, connect with senior and C-suite stakeholders, and take our messaging, communications and experience to the next level with an industry-based lens. The banking leader will build trusted relationships with customer and partner executives and be a significant contributor to our revenue growth across banking accounts in North America and beyond. 

Your Impact:

• Operate as the industry expert for banking by introducing and educating executives and senior leaders from retail and commercial banks, credit unions and diversified financial institutions to Anaplan at industry conferences, executive business reviews and other customer facing engagements, leading to new pipeline creation. 
• Partner with account executives and their teams to progress pipeline within banking accounts by infusing banking domain expertise into account strategies, forming relationships with key stakeholders across lines of business (consumer banking, commercial lending, risk, finance and operations), and helping shorten sales cycles by highlighting business value and competitive differentiators. 
• Develop and maintain relationships with consulting firms, system integrators and other partners serving the banking sector to drive awareness, solution positioning, enablement and customer development, with a focus on accelerating customer focused pipeline priorities. 
• Identify new buying centers and use cases within banking organizations—such as financial planning and analysis, loan origination, risk management, regulatory compliance and branch operations—that would benefit from Anaplan; partner with marketing to design and build solutions that our sales organization can bring to clients that generate real value and enable them to transform their businesses. 
• Analyze the Anaplan banking business to understand trends, opportunities, needs and KPI impact; use data to feed customer efforts, influence behaviors and drive results across targeted accounts. 
• Support account teams by brainstorming go-to-market strategies, presenting at banking industry and customer events as a subject matter expert, participating in C-suite engagement opportunities with clients, working with industry leaders and account teams on specific customers and meeting regularly with partner industry leaders to drive future pipeline. 

Your Qualifications:

• 15+ years of experience in financial services with a focus on banking, including proven success in guiding strategy, operations and day to day functions within retail or commercial banks, credit unions or diversified financial institutions. 
• 5+ years in an IT or technology function in a banking organization. 
• 5+ years at an enterprise software company focused on banking accounts as a subject matter expert or in a business development, business consulting or solution consulting capacity, or 5+ years at a top-tier consulting firm designing and driving transformational change for banking clients. 
• Experience leveraging or critically thinking about how to integrate AI into work processes, decision making or problem solving, including using AI-powered tools, automating workflows, analyzing AI-driven insights or exploring AI’s potential impact on financial services. 
• Exceptional executive presentation and communication skills, both in person and via virtual platforms (including C-level engagements). 
• Ability to develop trusted advisor relationships with customers and sales organizations and influence senior leaders, multiple teams and departments on strategy, messaging and customer engagement within complex financial institutions. 
• Demonstrated ability to produce thought leadership content and communications for an international audience. 
• Resourceful, self-motivated and able to prioritize independently in a dynamic, high growth environment. 
• Agile business mind with the ability to work in a matrix organization with a highly distributed team, leading through influence and relationship building. 
• Proven ability to achieve revenue targets for a region and accounts in partnership with direct account sales teams. 
• Strong organizational skills with ability to effectively prioritize; willingness to travel up to 50% of the time. 
• Bachelor’s and/or Master’s degree in business, finance, technology, engineering or related fields. 

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.