About The Role:

Join the Customer Strategy team as a Customer Strategy Manager and you will function as the backbone of our customer-facing team – building strong relationships with customers, understanding their objectives, and ensuring their continued success with our products and services. Our Customer Strategy Managers are driven to identify and share key insights with customers and help them realize full value from their relationship with Stackline. The ideal candidate will have experience in managing complex customer engagements, be extremely data-driven, and possess excellent communication and interpersonal skills. This is a hybrid role based in our Seattle or Minneapolis office (4 days/ week).

What You Will Do:

• Build strong relationships with customers to understand their goals, objectives, and challenges.
• Conduct regular business reviews with customers to share valuable insights, discuss their progress, address any concerns, and identify new opportunities.
• Deliver relevant and compelling insights to customers on a regular cadence.
• Develop and execute customer success plans to ensure the achievement of customer goals and objectives.
• Collaborate with cross-functional teams to identify opportunities to enhance customer experience and drive customer growth.
• Act as the voice of the customer within the organization, advocating for customer needs and requirements.
• Continuously monitor customer health and proactively identify and address any issues to ensure customer satisfaction and retention.

Who We Are Looking For:

• Bachelor’s degree in a relevant field.
• 4-5 years of experience in customer success or account management, preferably in a B2B SaaS environment, and/or 3+ years in a relevant customer-facing role such as those at a top management consulting or investment banking firm.
• Highly analytical, with experience analyzing customer data and providing insights to drive continued customer improvement.
• Strong proficiency with Excel to uncover insights and PowerPoint to organize and present findings with logical storytelling.
• Strong communication and interpersonal skills, with the ability to navigate complex customer engagements. Customers should be routinely shocked by how quickly you respond.
• High emotional intelligence, with the ability to build strong relationships and influence stakeholders at all levels of the organization.
• A true passion and motivation to delight customers, and treat each customer as if they were your only one.
• Ability to work in a fast-paced environment while maintaining focus on primary goals.
• Ability to think big, solve problems, and are detail oriented.
• Proficient in Microsoft Outlook, Excel, and PowerPoint.
• Ability to travel monthly to quarterly depending on your assigned client portfolio.

Benefits and Perks:

It's important that each and every employee feels they are supported and can complete their life's best work today and in the future. As part of that, we are committed to doing our part in addressing pay gaps and discrepancies by providing pay transparency for all of our roles. Actual salaries are just one component of the compensation package and may vary above or below the range based on job-related knowledge, skills, experience, location, and performance. We are open to Customer Strategy Managers (with a salary range of $90,000 - $120,000) and Senior Customer Strategy Managers (with a salary range of $120,000 - $140,000) role. Other rewards may include annual bonuses, short- and long-term incentives, and other team-specific awards. In addition we provide a robust benefits and perks package that includes:

• Comprehensive medical, dental, and vision coverage that actually supports you — including HSA with company match and FSA options
• Fertility benefits to support your path to parenthood
• 401(k) with company match to help you plan ahead
• Company-paid life insurance
• 20 days of PTO + 9 company holidays to truly unplug
• Paid parental leave for all parents — because family matters
• Summer Fridays (log off at 3pm and enjoy it)
• Regular in-office social events including happy hours and catered lunches
• A thoughtfully stocked kitchen with healthy snacks and fresh fruit

As the Finance Manager supporting the Global Technology and Product Organization, you will be part of an innovative, collaborative, and transparent team. You will work in close partnership with Technology Leadership to build out financial plans that maximize the impact of our technology investments. A primary focus of this role will be managing the execution of our cloud and data center hosting strategy, including forecasting, variance analysis, and reporting to senior leadership.

Together, we will drive outstanding financial results by enabling and accelerating Anaplan’s strategic execution. You’ll be an active contributor to cross-functional teams and will have the unique opportunity to partner with the technology team that develops and innovates on the financial tools you use daily.

Your Impact

Cloud & Data Center Financial Management

• Manage and forecast our multi-cloud (e.g., AWS, GCP, Azure) and data center hosting costs.
• Perform detailed month-over-month variance analysis of hosting expenses and report on key operational and financial metrics.
• Prepare and present budget vs. actuals reporting for business partners and executive leadership, providing clear insights into spending drivers and trends.
• Partner with FinOps and Engineering teams to identify and execute cost optimization opportunities.
• Business and Finance Partnership:
• Provide leadership to the business and other Finance teams with respect to financial management, resource prioritization, and allocation.
• Ensure technology investments align with key priorities and recommend opportunities to re-allocate and re-deploy resources.
• Drive analytical and conceptual thinking with these partners that extends beyond the numbers into strategy.

Long-Range Planning

• Partner with other finance teams to conduct Return on Investment (ROI) analysis on new initiatives and contribute to long-range financial planning.
• Clearly communicate required deliverables and facilitate timely reviews with leaders.

Process Improvement

• Continually seek opportunities to improve and scale forecasting, reporting, and financial analysis utilizing Anaplan.

Decision Support

• Apply strategic thinking to maximize Engineering investments. Proactively recommend opportunities to re-allocate and re-deploy resources.
• Clearly communicate recommendations and scenario analyses to finance and business leaders.

Financial Analysis

• Take a macro-level view when analyzing results to understand performance against plan/forecast.
• Monitor trends and key levers, such as headcount and vendor investment, against planning assumptions.
• Actively communicate across multiple stakeholders to ensure a successful end-to-end understanding of portfolios, processes, and planning. 

Your Qualifications

• Experience in FP&A, accounting, management consulting, investment banking, or similar roles.
• Advanced proficiency in Microsoft Excel to analyze complex business scenarios by building and improving financial models.
• Experience with Anaplan or similar financial tools.
• Experience with SaaS/Cloud Computing business models and financial concepts (e.g., FinOps, cloud cost management) is strongly preferred.
• Highly motivated self-starter with the ability to work independently in a fast-paced environment, manage several priorities simultaneously, and challenge the status quo.
• Strong written and oral communication skills with experience presenting to business partners with confidence, conviction, and credibility.
• MBA is a plus.