Anaplan · 2 weeks ago
Senior Solution Consultant Specialist - Financial Planning and Consolidations
Dallas, TX
Full-time
Onsite
Senior Level
$163K/yr - $220K/yr
7+ years expAnaplan is a company focused on optimizing business decision-making through its leading AI-infused scenario planning and analysis platform. The Senior Solution Consultant in the Finance Domain will support customers by managing the technical sales process and collaborating with finance executives to deliver innovative AI solutions that enhance financial planning and analysis.
Enterprise SoftwareInformation TechnologyInsurTechProductivity Tools
Responsibilities
Partner with account executives and account SC’s on go-to-market strategy and the sales process for opportunities within the finance line of business
Be the go-to technical and functional expert for the finance domain as a specialist in our Financial Consolidation and Financial Planning Apps, including our platform's capabilities in AI, data modeling
Drive our finance application strategy by working closely with the COE finance app team to shape demos, define messaging, and enabling the sales and solution consulting teams to deliver these assets effectively
Lead discovery sessions that move beyond features and functions to uncover critical financial, operational, and strategic business needs
Design and deliver tailored, narrative-driven demos that directly address customer pain points and showcase a clear vision for their finance transformation
Execute proof-of-concept workshops that prove Anaplan's value in the customer’s own context
Serve as the voice of the customer to our product management and COE apps teams, ensuring your insights from the field shape the future of the Anaplan platform for the Office of the CFO
Coordinate and align specialist and product teams to help position multi-product solutions and mature complex opportunities to close
Qualification
Required
7+ years of experience in a presales, solution consulting, corporate finance (FP&A), or business transformation role (SaaS/enterprise software preferred)
Know how to collaborate with account executives and own the technical sales process, including account strategy, discovery, demos, solution roadmaps and other technical validation steps
Strong grasp of value-based selling and storytelling, not just showing features and functions
Skilled with problem solving at the intersection of technology and business
Proven ability to make complex ideas sound simple, clear, and persuasive with experience in public speaking
Knowledge of enterprise AI platforms, GenAI, Agentic frameworks, machine learning, and data integration
Deep expertise in core financial planning and analysis (FP&A) processes, including budgeting, forecasting, and long-range strategic planning
Strong understanding of financial consolidation concepts, such as intercompany eliminations, currency translation, and the financial close process
Preferred
Hands-on experience with enterprise planning processes and solutions (e.g. Finance, Supply Chain, Workforce, Sales Performance)
Specific experience with Financial Consolidation and Budgeting Planning and Forecasting solutions
Prior experience in a specific industry (e.g., CPG, Manufacturing, Financial Services)
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
Recent News
Best ERP Software, Vendors, News and Reviews
2025-12-13
salesforceventures
2025-12-11
Company data provided by crunchbase