Chief of Staff to the CEO

At Anaplan, we are a team of innovators focused on optimizing business decision-making

through our leading AI-infused scenario planning and analysis platform so our customers

can 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 who’s who in the Fortune 50. Coca-Cola, LinkedIn,

Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on

our best-in-class platform.

Our Winning Culture is the engine that drives our teams of innovators. We champion

diversity of thought and ideas, we behave like leaders regardless of title, we are

committed to achieving ambitious goals, and we love celebrating our wins – big and

small.

Supported by operating principles of being strategy-led, values-based and disciplined in

execution, you’ll be inspired, connected, developed and rewarded here. Everything that

makes you unique is welcome; join us and let’s build what’s next - together!

Position Summary

The Chief of Staff to the CEO is a highly strategic and operationally excellent leader who

serves as an extension of the CEO, driving Executive Committee (EC) and company

alignment to Anaplan’s strategic priorities. Located at Anaplan’s headquarters office in

Miami, Florida, the incumbent is required to lead through influence, operate across

complex global functions, and drive measurable business outcomes.

The Chief of Staff acts as a trusted advisor and integrator, bringing strategic focus,

operational rhythm, and communication clarity to the CEO’s office. The ideal candidate

views this role as a high-impact opportunity to develop faster more informed decision

making and create bandwidth for CEO as outlined in key responsibilities below.

Key Responsibilities

Strategic Partnership & Leadership

• Acts as a sounding board and thought partner to the CEO and EC on strategic

priority alignment, business performance, and growth initiatives• Aligns company and executive team on strategic priorities and associated goals,

provides visibility to performance against those goals, and enables organization to

be strategically agile

• Participates in Steering Committees to ensure alignment and integration of priorities

across the company

• Maintains and fosters a close partnership with EC peers and each EC member’s

Chief of Staff (or equivalent). Works closely with Chief People Officer and VP,

Corporate Strategy on strategic initiatives

• Provides Mentorship to OC and top talent

Operational Excellence & Decision Support

• Leads the rhythm of the business — helps define, drive, and run CEO-level and

relevant business meetings/reviews including QBRs, EC-staff meetings, Board

material reviews, etc. - ensuring these forums drive clarity, accountability, and

action

• Facilitates decision-making and issue triage, ensuring the CEO and EC remain

focused on the highest-value activities while removing blockers quickly and

decisively

• Ensures tools to drive clarity and discipline in execution are understood and used

effectively

• Manages bi-weekly executive staff meetings, including, but not limited to, creating

agendas and enrolling participants with sufficient lead time if they are presenting

and describing the outcome they should be driving, so they are actively prepared

• Sets agenda, shapes, and ensures clear and compelling Board and EC materials are

created on behalf of CEO

• Sets and manages corporate calendar of board meetings, EC meetings, QBRs and

key steering committees

• Partners with the EC in planning, metrics, reporting, and decisions

• Helps identify items that can be delegated to others to optimize the CEO’s time

allocation to high-value activities

Cross-Functional Collaboration & Alignment• Effectively triages escalations, including driving cross-functional conversations to

get to the bottom of complex issues that may be blockers or helping to ensure a

thoughtful, respectful, and acting with urgency turnaround for specific issues or

cross-functional processes

• Provides strategic feedback and quality control on materials developed for CEO and

EC meetings to ensure context, clarity, and alignment to business goals

• Provides feedback on briefing materials for key customer/partner meetings/events

prepared by others in the organization to ensure the outcomes, talking points,

background on attendees/presenters, current business relationship, and

opportunities are all clearly identified

Executive Communications & Change Management

• Partners with the Chief People Officer to manage and strategize executive

communications from the CEO, including but not limited to, key organizational and

change management initiatives

• Collaborates with EC and their teams to prepare background, talking points, and/or

presentations for internal and external speaking engagements aligned to Anaplan’s

strategy, culture and values

Background and Key Attributes

• Bachelor’s degree required; MBA preferred

• 15+ years’ experience

• Experience at a top-tier strategy consulting firm preferred

• Ability to represent the CEO in meetings – this person is an extension of the CEO and

should act as such

• Ability to shift priorities quickly and act proactively, while maintaining poise and

professionalism, not only for themselves, but also for others who may need to also

quickly shift priorities; has the emotional intelligence to know when to push back on

things that may need more time and things that require urgent attention and helping

others also balance these priorities

• Collaborative working style; proven ability to work across multiple internal

stakeholders / across functions, building trust and alignment• Exceptional executive communication and influencing skills - hyper-focused about

concise written and verbal communication, concentrating on the outcome vs the

task at hand

• Highly proactive, organized and detail-oriented, able to manage multiple complex

projects with precision, and urgency

• Operates with ownership, discretion, and high emotional intelligence; skilled at

navigating sensitive and confidential matters with utmost sensitivity

• Has skill and will to lead and embraces coaching and feedback willingly

• Passion for solving complex problems and building scalable processes

• Proven ability to quickly learn new things

• Able to foster constructive dialogue while maintaining focus and accountability

• Willingness to travel as required by business priorities

• Proven experience as a Chief of Staff, supporting a CEO, CRO, CCO, or senior C-

suite executive — ideally within a SaaS or technology organization

• Experience operating in a global, matrixed organization, with comfort engaging

across multiple time zones and geographies