Application, Delivery Advisor, Finance and Workforce

Application, Delivery Advisor, Finance and Workforce

Anaplan is the backbone of business planning for some of the world's most influential companies, including Coca-Cola, Nvidia, J&J, and Macy's. As the trusted platform with native AI capabilities, we empower thousands of organizations to connect their planning process across finance, workforce, supply chain and sales planning-driving more intelligent decisions faster. By partnering with Anaplan, businesses anticipate change, navigate complexity, and gain a competitive edge.

As a Delivery Advisor within Anaplan's Finance Center of Excellence, you will play a pivotal role in ensuring our Finance Applicationsdelivery is consistent, scalable, and aligns with Anaplan's standards of quality. You will specifically focus on ensuring the technical excellence of Finance Applications from implementation to full-scale deployment. This role combines deep Anaplan platform and Finance Application technical expertise with finance process and best practice knowledge, project management and high energy, to enable and assist Anaplan's solution architects and professional services teams implementing Finance Applications with our customers.

Key activities to drive success and scaling include defining the implementation and technical standards for Finance Applications, leading the delivery of all applicable documentation and content, enabling internal and external teams, being on-call for architectural guidance and escalations, and the ongoing measurement of implementation metrics, informing continuous improvement initiatives. As a Delivery Advisor you will provide architectural guidance, validate and approve implementation plans, observe and monitor implementations, and ensure Finance Application implementation, capabilities and features feedback is incorporated into future versions and new Finance Applications.

This role combines excellent collaboration skills, deep understanding of Finance use cases, the Anaplan platform and Model Builder expertise, Professional Services experience best practices and leadership, and an innovative mindset combined with strong attention to detail and deadlines.

Key Responsibilities

• Partner with Anaplan's Product Management, Professional Services, and GTM Enablement Teams to ensure seamless integration of Finance Applications into Anaplan's GTM and delivery motion by:
• Serving as the subject matter and technical expert for Finance Applications, guiding effective implementation strategies.
• Developing and overseeing technical enablement programs, including training, guides, comprehensive technical documentation for internal and partner use. Drive ecosystem enablement by developing scalable knowledge-sharing initiatives.
• Ensuring Finance Applications demos and content are clearly aligned with Anaplan technical and implementation standards.
• Uphold and enhance implementation standards to maintain Anaplan's brand integrity.
• Work with the Finance Center of Excellence application builders and architects to provide technical guidance and enforce standards for Finance Applications, including ensuring best practices, integration of new product features,and realizing Anaplan's Connected Planning vision.
• Empower partners through training, advisory and supporting services, scaling Anaplan's service delivery capacity and driving implementation success, ensuring high levels of customer satisfaction.
• Support key and late-stage sales opportunities as a technical, process and architectural expert, guiding customers on best practices for implementing Finance Application. Deliver actionable feedback from the field to the Product Team to improve our applications.
• Act as a trusted advisor to customers and partners, including presenting Anaplan's Finance Applications technical and implementation vision, and demonstrate the solutions at key internal and external events.

Key Metrics

• Adoption and successful completion of enablement, evaluation and feedback from Professional Services, Solution Consulting, GTM Enablement and Partner Teams.
• Number of presentations, demonstrations and other supporting activities of Finance Applications.
• Value of sales of Finance Applications, and implementation metrics such as time to value, feedback, and customer satisfaction.

Qualifications

• Strong understanding of Anaplan's platform and its application to solve complex business challenges.
• Proven experience as an Application Architect and as a technical expert in the Anaplan platform and implementation methodologies.
• Strong understanding of Anaplan functionalities, including model building, UX dashboard creation, and data required processes and best practices, and the key stakeholders and decision-makers integration.
• Experience with Anaplan APIs, connectors, and scripting languages is a plus.
• An Anaplan certification is highly desirable.
• Deep expertise in financial planning and analysis, and implementing performance management, planning and reporting solutions - ideally including experience with Financial Close, Consolidation and Reporting.
• Understanding of product management, GTM operations and enablement.
• Excellent project management, communication, facilitation, and knowledge-sharing skills, with a demonstrated ability in presenting compelling content, performing product demonstrations, leading workshops, and developing enablement programs.
• A results-driven mindset, able to collaborate across teams, with a focus on contributing deliverables of the highest possible quality and impact.

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