Director, Customer Success - FSI

New York - OfficeFull-time$200k2026-10-05 → 2026-11-10

Hybrid · United States

Core

Leading a post-sales capability for a $100M+ SaaS business, driving retention, expansion, and adoption of Agentic AI/MCP technologies for Fortune 100 Financial Services & Insurance clients.

Role type

Senior Director, Customer Success (FSI)

Builds

Customer success outcomes (retention, expansion, pipeline) and adoption of next-gen AI planning capabilities

Domain

SaaS / Financial Services & Insurance / Scenario Planning

Deliverable

production ML models

Required skills

SaaS leadership (12+ years), enterprise account management, financial fluency, team coaching, strategic forecasting, AI/agentic technology literacy

Preferred skills

MBA, experience with Fortune 100 clients, deep knowledge of Banking/Capital Markets/Insurance

Technologies

Agentic AI, MCP, scenario planning platforms

Responsibilities

Own full customer lifecycle (retention, expansion, pipeline), coach and build high-performing CSBP teams, act as executive face for key accounts, drive adoption of emerging AI capabilities, execute rigorous forecasting and business planning

Seniority

Director, hands-on IC with team leadership

About Anaplan

Software Development2859Miami, Florida, US

Anaplan is a leading AI-driven scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, our platform intelligently surfaces key insights — so businesses can make the right decisions, right now. More than 2,500 global brands plan with Anaplan.