Anaplan · 3 months ago
Principal Platform Adoption Specialist
Portland, United States
Full-time
Onsite
Lead/Staff
8+ years expAnaplan is a team of innovators focused on optimizing business decision-making through their AI-infused scenario planning platform. The Principal Platform Adoption Specialist will drive customer success by enhancing platform adoption, reducing churn, and increasing satisfaction while serving as a strategic advisor to clients.
Enterprise SoftwareInformation TechnologyInsurTechProductivity Tools
Responsibilities
Proactively communicate platform updates and educate customers on new features and benefits
Partner with Customer Success Business Partners to identify at-risk accounts and design tailored re-engagement strategies
Deliver impactful product demonstrations, hands-on training, and enablement sessions across diverse customer segments
Develop scalable adoption resources, including guides, tutorials, and FAQs, to address common challenges
Analyze customer feedback and usage data to identify trends, improve adoption strategies, and influence product enhancements
Lead initiatives to drive platform adoption and ensure customers achieve measurable business outcomes
Leverage data analytics to monitor adoption health, identify risks, and develop proactive enablement strategies
Identify potential risks to customer success and escalate issues as needed to mitigate churn
Provide customer insights to internal teams to shape platform roadmap and feature priorities
Qualification
Required
8+ years of experience in customer success, consulting, or professional services, with a proven track record in driving software adoption
3–5+ years of hands-on Anaplan model-building experience; experience with EPM, SPM, or SCM products is a strong plus
Strong understanding of complex planning functions and the ability to advise on platform capabilities to support business outcomes
Deep knowledge of the roles played by Customer Success Managers, Technical Account Managers (Platform Adoption Specialists), and Professional Services teams in a SaaS environment
Proven ability to create structure and design effective processes in ambiguous or rapidly changing environments
Excellent facilitation, communication, and presentation skills, with a sharp attention to detail
A communication style that builds confidence with customers and stakeholders, enabling rapid establishment of trusted advisor status
Strong background in delivering and facilitating knowledge transfer sessions both in-person and virtually across global teams
Self-starter with the ability to manage workload autonomously and work efficiently in a fast-paced environment
Results-driven problem solver with a focus on progress and continuous improvement
Open to feedback and comfortable working in an iterative, collaborative environment
BA/BS required; MA/MBA is a plus
Company
Anaplan
Anaplan is a business planning software company that develops a cloud platform for decision-making with connected planning modeling.
1001-5000 employees
H1B Sponsorship
Anaplan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (21)
2023 (54)
2022 (72)
2021 (104)
2020 (52)
Funding
Current Stage
Public CompanyTotal Funding
$299.9MKey Investors
Premji InvestFounders Circle CapitalDFJ Growth
2022-03-20Acquired
2018-10-12IPO
2018-01-01Secondary Market
Leadership Team
Charles E. Gottdiener
Chief Executive Officer
Juli Hansen
Global Client Director
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