Enterprise Customer Success Leader — AI-Driven Growth

Anaplan; New City (NY); Hybrid; USD 200,000 - 271,000; Full time

Job summary

Anaplan is seeking a Customer Success Director for Financial Services & Insurance in the NYC metro area, with a hybrid work model requiring two days in the office within 50 miles of the NY office. You will lead a post-sales, $100M+ portfolio, steering a team of CSBPs across AMER and reporting to the AVP of Customer Success in NYC.

Responsibilities include full lifecycle ownership, executive relationship management, and strategic adoption of Agentic AI and MCP to drive consumption and retention.

Qualifications

• 12+ years in SaaS leadership, Enterprise experience.
• Proven ability to lead high-performing teams.
• Strong financial fluency and strategic mindset.

Responsibilities

• Full customer lifecycle ownership: retention and expansion (NNACV).
• Coach and elevate CSBPs; build careers and accelerate trajectory.
• Be the executive face of Anaplan for top customers with complex needs.
• Apply Thoma Bravo-caliber rigor: forecast accuracy, inspection, and action-oriented leadership.

Skills

SaaS leadership

Enterprise SaaS

Forecasting

Stakeholder management

AI familiarity

Job description

Anaplan is seeking a Customer Success Director for Financial Services & Insurance in the NYC metro area, with a hybrid work model requiring two days in the office within 50 miles of the NY office. You will lead a post-sales, $100M+ portfolio, steering a team of CSBPs across AMER and reporting to the AVP of Customer Success in NYC.

Responsibilities include full lifecycle ownership, executive relationship management, and strategic adoption of Agentic AI and MCP to drive consumption and retention.