Senior Customer Success Business Partner, Anaplan
Financial & Business Services
$147-198k
Cloud-based modeling and planning for sales, operations, and finance
Posted today
Cloud-based modeling and planning for sales, operations, and finance
1001+ employees
Posted today
$147-198k
1001+ employees
Company mission
Anaplan's mission is to make all planning for all people a reality. They believe our world is better when we connect communities of people with data to enhance decision-making in dynamic environments.
Role
Who you are
- Customer obsessed
- Extreme ownership mentality
- Ability to work with urgency and to remain calm under pressure
- Comfortable and confident when presenting to customer executives and stakeholders
- Adapts well to change and is flexible
- Curiosity: a strong desire to understand how and why a customer operates, what objectives they have in the marketplace, and how Anaplan can help them with their objectives
- Strong troubleshooting and problem-solving skills
- Account management or client/professional services background
- Planning, forecasting, and/or modeling experience is a plus
- Financial services industry experience is a plus
What the job involves
- The Senior Customer Success Business Partner (CSBP) is responsible for ensuring the successful deployment, user adoption, and ongoing health of our Financial and Business Services customers and their Anaplan solutions
- You will act as the customer’s primary point of contact, collaborating with internal teams such as Partners, Professional Services, and Sales to drive value and deliver exceptional ROI
- The CSBP takes a proactive, strategic approach to ensure customer success, expansion, and platform optimization, helping customers realize full business transformation through the Anaplan platform
- Customer Success Leadership: Own and manage a portfolio of customers to drive adoption, satisfaction, and retention
- Serve as a trusted advisor and thought leader in leveraging Anaplan to achieve customers’ strategic objectives
- Account Strategy & Expansion: Collaborate closely with Sales, Professional Services, and Partner teams to co-create and execute customer account strategies
- Identify opportunities for upselling, cross-selling, and further expansion within existing accounts, focusing on business impact and maximizing ROI
- Business Outcomes & Transformation: Guide customers in aligning Anaplan capabilities with their key business goals
- Enable a data-driven approach to planning and forecasting, demonstrating how Anaplan facilitates business agility and strategic decision-making
- Health Monitoring & Proactive Engagement: Continuously monitor customer engagement, platform utilization, and business outcomes
- Build and execute tailored customer success plans to ensure consistent value delivery, and proactively address any challenges or barriers to success
- Customer Advocacy & Feedback Loop: Act as the voice of the customer internally, advocating for customer needs and feedback to influence Anaplan’s roadmap and innovation pipeline
- Ensure customers are represented and championed across internal teams
- Community Building & Best Practices Sharing: Foster customer engagement by connecting them with the broader Anaplan community, user groups, and industry events
- Promote the sharing of best practices to drive collaboration and knowledge exchange
- Risk Management & Problem Solving: Partner with internal support teams to resolve platform challenges, maintaining customer trust and confidence
- Customer Education & Enablement: Ensure customers are equipped with the knowledge and tools needed to leverage Anaplan effectively
- Drive customer enablement initiatives through training programs, workshops, and onboarding sessions to support sustainable user adoption
Application process
- Anaplan only extend offers to candidates after an extensive interview process with a member of our recruitment team and a hiring manager via video or in person
- Anaplan does not send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible, and then followed up via written communication
Our take
Anaplan provides cloud-based planning software across various use cases. The Anaplan platform replaces the patchwork of outdated tools (from the likes of Oracle, SAP and IBM) that don’t interact well with each other, and does away with the manual planning processes that are often overly complex, inefficient and costly.
The Anaplan platform can handle high volumes of data processed in real-time. The company’s modeling engine - based on proprietary Hyperblock technology - enables thousands of concurrent users to all access a centralized data pool. The technology lets users create detailed planning models that incorporate data down to the transaction level (across stores, employees and product SKUs) to improve decision making. While legacy planning solutions tend to be focused solely on the finance department, Anaplan’s platform enables collaborative planning across all areas. The company generates about 40% of its business from outside of core finance use cases.
There are multiple ways for the Anaplan platform to be used throughout any organisation - ranging from budgeting and forecasting to modelling and pricing optimisation. Planning tools can be put to work to gauge sales performance, handle departmental budgets, manage marketing spending, improve inventory management, and deal with IT project budgeting.
Anaplan has over 175 partners and more than 1,700 customers worldwide, and was acquired by Thomas Bravo in 2022, reconfirming its position as a leader in connected planning. Despite its solid position, the company was not immune to layoffs in 2023 due to the economic slowdown.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Dec 2017
$60m
SERIES F
Jan 2016
$90m
SERIES E
Total funding: $299.9m
Company benefits
- Flexible working
- Work from home opportunities
- Health insurance
Company values
- Open
- Authentic
- Inclusive
- Collaborative
- Creative
- Tenacious
Company HQ
Yerba Buena, San Francisco, CA
Articles
Leadership
Charlie Gottdiener
(CEO (Not Founder))Currently Board Member at TransUnion, Neustar Security Services, and smartShift.
People progressing
Rick
Joined as Lead Technical Recruiter, promoted to Senior Technical Recruiting Manager after 5 years. They have recently been promoted to Director of Global Technical Recruiting.
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