Anaplan Product Specialist

Role Description

What you get to do in this role:

• Partner with global business owners across GTM Planning, Sales Operations, and Finance to understand planning processes, identify process improvement opportunities, and design solutions using Anaplan.
• Lead end-to-end business process design and optimization for Anaplan implementations and enhancements; translate complex business requirements into functional specifications and use cases.
• Own project management and coordination of cross-functional Anaplan initiatives including Sales CRM Integration, Capacity Planning, Financial Planning, and GTM Coverage enhancements; manage timelines, deliverables, and stakeholder expectations.
• Design and deliver comprehensive Anaplan enablement programs including training curricula, user documentation, system guides, and best practice playbooks for diverse user audiences.
• Manage and coordinate User Acceptance Testing (UAT) planning, execution, and issue resolution; drive user adoption and minimize go-live risks through effective change management.
• Collaborate with Anaplan technical specialists, IT teams, data analytics, and business partners to ensure requirements are clearly defined and solutions are technically feasible and properly integrated.
• Communicate functional and business requirements effectively between business stakeholders, technical teams, and leadership; distill complex planning challenges into clear problem statements and recommended solutions.
• Conduct post-implementation business support including troubleshooting user issues, gathering feedback, and identifying enhancements for continuous improvement.
• Proactively identify process improvements and business optimization opportunities; design solutions that enhance planning efficiency, data accuracy, and decision-making speed.
• Mentor junior business analysts and functional team members on Anaplan planning methodologies, best practices, and business process design principles.
• Manage multiple concurrent projects and workstreams; prioritize competing business needs and deliver results against aggressive timelines.
• Contribute to the development of Anaplan governance frameworks, process documentation, and operational standards.

Qualifications

• 5+ years of business analyst or functional consultant experience; 3+ years working with Anaplan as a functional user, business analyst, or enablement specialist (technical model building expertise not required).
• Deep understanding of enterprise planning processes including Financial Planning & Analysis (FP&A), operational planning, quota/territory planning, or capacity planning.
• Proven experience gathering requirements, designing business processes, and translating business needs into functional specifications and use cases.
• Strong project and program management capabilities with ability to manage complex, multi-workstream initiatives across geographically distributed teams.
• Demonstrated expertise in change management, user enablement, and training delivery; ability to drive adoption and overcome resistance to change.
• Experience managing UAT planning and execution for enterprise systems implementations or enhancements.
• Strong business partnership skills and proven track record of successfully driving cross-functional initiatives, coordinating complex stakeholder relationships, and influencing without authority.
• Familiarity with Sales CRM platforms (Salesforce, Varicent, or similar) and understanding of Go-To-Market planning, sales processes, and quota management.
• Excellent communication and presentation skills; ability to articulate complex business requirements to technical teams and communicate technical concepts to non-technical stakeholders.
• Experience with AI-driven insights and analytical thinking about how to optimize planning processes and decision-making workflows.
• Senior-level competencies: leadership presence, mentoring ability, and strategic thinking about planning maturity and business capability development.
• Nice to have: ServiceNow platform familiarity, experience with Pigment or other reporting/analytics tools, knowledge of Snowflake or data warehouse concepts, or background in management consulting.

Company Description

It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears of joy. That moment inspired Fred to build a company that could do that for everyone—freeing people from busywork so they could focus on meaningful work. Today, ServiceNow is the AI control tower for business reinvention. Our ServiceNow AI platform brings together any AI, any data, and any workflow— helping 85% of the Fortune 500® work smarter, faster, and better. We're building an AI-native culture where technology and talent are unstoppable together. And we're just getting started. Join us to put AI to work for people.