Customer Success Business Partner, Anaplan
Cloud-based modeling and planning for sales, operations, and finance
Be an early applicant
Cloud-based modeling and planning for sales, operations, and finance
1001+ employees
Be an early applicant
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-first mentality
- Proactive attitude
- Ability to react with urgency, and remain calm under pressure
- Strong project and program management experience
- Ability to multitask and prioritize daily and weekly tasks
- Run your own business mentality & drive
- Strong troubleshooting and problem-solving skills
- 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
- Account management or client services background
- Adapts well to change and is flexible
- Strong communication skills with the ability to communicate and translate technical information to all personas
- Able to use technology to handle their customer portfolio
- Model building, forecasting, and other applicable experience
- Planning and modeling experience is a plus
- Experience with Manufacturing industry is a plus
What the job involves
- The Customer Success Business Partner (CSBP) is primarily responsible for the successful deployment, user adoption, and ongoing health of our customers and their Anaplan solutions
- Acting as a key contact for customers, the CSBP will work alongside our Partners and Professional Services team to ensure that the customer is trained and has a successful implementation
- Also, the CSBP will handle their customers’ ongoing health and adoption to ensure Anaplan delivers high ROI
- As the primary customer contact for any platform challenges, the CSBP will handle critical issues and ensure customer satisfaction
- Handle a portfolio of customers with a key strive to improve the customer's ROI and secure contract renewal
- Be the primary Anaplan point of contact and customer-trusted adviser during the customer life cycle
- Work as part of an account team and utilize your internal resources to execute the account strategy
- Spot opportunities within existing customers to grow the Anaplan footprint at accounts
- Connect the customer to other areas of Anaplan as needed including Anaplan, Product, Support, Community & Sales as well as our partner network
- Proactively monitor customer end-user adoption and sponsorship; build action plans to remedy if needed
- Guide and support Customers to secure strong adoption
- Work closely with Customers to align Platform Expansion plans to key business objectives
- Enable Customers to achieve business transformation with Anaplan, helping them to map their business goals to the platform capability
- Promote and support engagement with Anaplan through community usage, user groups, and event participation (e.g. CPX, Master Anaplanner Program, local and virtual user groups)
- Educate Customers on our Platform Roadmap
- Run regularly scheduled customer check-ins
- Work with our Customers, Partners, and Professional Services team to ensure implementation success and service quality exceeds customer expectations
- Coach customers to create and manage a delivery model and change management framework to support their Anaplan journey
- Support and collaborate with Anaplan partners
- Mediate to resolve all technical/platform issues with existing implementations
- Partners and internal support teams
- Handle issues of customer concern
- Ensure proactive ticket deflection
- Advocate our model-building best practices with your customers
- Results of all above: Safeguard high CSAT/NPS scores; improve customer relationships to reduce detractors and passives
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.
Salary benchmarks
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