Senior Solution Consultant Specialist - Financial Planning and Consolidations Dallas, Unite

Senior Solution Consultant Specialist - Financial Planning and Consolidations

At Anaplan, we are a team of innovators focused on optimizing business decision‑making through our leading AI‑infused scenario planning and analysis platform, enabling our customers to 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 Fortune 50, including Coca‑Cola, Linked In, Adobe, LVMH, and Bayer, among 2,400+ global companies that rely on our best‑in‑class platform.

Supported by operating principles that are strategy‑led, values‑based, and disciplined in execution, you’ll be inspired, connected, developed, and rewarded. Everything that makes you unique is welcome—join us and let’s build what’s next together!

We are looking for a highly experienced financial strategist and technical innovator who enjoys solving complex business problems for the Office of the CFO with enterprise AI solutions. This isn’t about demoing software; it’s about architecting a new future for how the world’s leading companies plan, decide, and act.

As a Senior Solution Consultant in the Finance Domain, you will join our presales team supporting customers across all industries. You will be responsible for all aspects of the technical sales process by working directly with finance executives and practitioners and collaborating with sales, domain specialists, business value consultants, product managers, finance COE team, customer success, and partners.

• Decision Making is moving fast in the AI era. Finance leaders are no longer looking for just cost control—they need forecasting automation, cross‑functional alignment, and real‑time insights.
• Work with CFOs and decision‑makers at leading organizations, influencing outcomes that impact thousands of employees and billions in revenue.
• Represent one of the fastest‑growing enterprise AI platforms, with a commission structure and career path to match your ambition.
• Serve as a trusted advisor to finance departments, helping them build and execute a vision for modern, agile planning.
• Work on the cutting edge of innovation to bring to life our vision of AI‑driven scenario planning and analysis across a connected enterprise.

• Partner with account executives and account SCs 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 and data modeling.
• Drive our finance application strategy by working closely with the COE finance app team to shape demos, define messaging, and enable 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.

• 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…