Investor Relations Manager at Anaplan
San Francisco, CA, US

At Anaplan, we are looking for a self-motivated Investor Relations Manager to join our growing team.  You will be responsible for supporting the development and execution of the global investor relations program.  We are looking for an extremely organized, detail oriented and motivated professional with experience in investor relations. 

This position will work out of our vibrant corporate headquarters in San Francisco,CA.  We are located in the heart of the eclectic SOMA district, you can feel the excitement and energy of what we do at Anaplan when you step into our San Francisco office. There are open floor plans, fully stocked kitchens, and great collaboration spaces, and we focus on making sure that you have everything you need to work well from the right lighting to the latest technology. When it’s time for the team to play together, we visit with our neighbors at a Giants game or a local pub’s happy hour.


This role is an immediate full-time position, reporting to the VP of Investor Relations.

What you’ll be doing/roles and responsibilities: 

  • Contribute to the development and execution of the global IR plan.
  • Assist with existing shareholder relationship maintenance and investor targeting.
  • Research and prepare responses to external stakeholder and investor inquiries.
  • Support preparation and execution of quarterly earnings, working closely with Finance and multiple departments to gather and assimilate information.  Prepare quarterly documents (release, scripts, Q&A etc).
  • Review and analyze sell side models to generate consensus model including financial and operational data.
  • Manage IR calendar, organization and logistics of investor meetings and materials, conferences, non-deal roadshows, other events.
  • Manage Investor Relations website.
  • Maintain investor CRM database including updating all meeting data and information.                                                           

Requirements and qualifications: 

  • 2-3+ years of Investor Relations experience, SaaS industry experience preferred
  • 5+ years of experience in Finance highly preferred
  • Bachelor’s degree (finance, accounting, or economics)
  • CFA and/or CPA desirable but not required
  • Strong financial and analytical abilities with attention to detail
  • Self-motivated with strong interpersonal, team and collaboration skills
  • Proficient in Microsoft Excel and PowerPoint
  • Familiarity with IR platforms (Ipreo, FactSet etc.)
  • Ability to travel up to 15%, as needed


What we offer:

  • A rewarding, progressive career with a company that values diversity, flexibility and understands the need for a good work/life balance.
  • Market-leading salaries combined with generous bonuses, equity and a range of comprehensive benefits.
  • Flexible working, catered lunches, a fully stocked kitchen and plenty of parties & events
  • A range of sports, health and wellbeing initiatives
  • 3 days of paid leave every year to help support the charity or cause of your choice.
  • The chance to contribute and evolve a company with a valuation over $1.4 billion
  • Huge problems to solve – you will constantly be learning and pushing boundaries, working with some of the smartest people around!



Do you align with Anaplan’s Values?

Collaborative: We go out of our way to help others succeed

Explore all of our Values on