Customer Success Business Partner, Anaplan

Technology, Media, Telecom

Salary not provided
Senior and Expert level
Miami
Anaplan

Cloud-based modeling and planning for sales, operations, and finance

Open for applications

Anaplan

Cloud-based modeling and planning for sales, operations, and finance

1001+ employees

B2BEnterpriseInternal toolsProductivityAnalyticsBusiness IntelligenceData Analysis

Open for applications

Salary not provided
Senior and Expert level
Miami

1001+ employees

B2BEnterpriseInternal toolsProductivityAnalyticsBusiness IntelligenceData Analysis

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

  • 5+ years of experience in account management, consulting, or client services background is required
  • Experience working with large-scale Technology, Media and Telecom customers is a plus
  • Experience in business planning including annual operating plans, forecasting, and modeling experience is a plus
  • Experience with Corporate finance, supply chain and sales planning industries is a plus
  • 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
  • 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
  • Travel (up to 25%) is expected, largely within region

What the job involves

  • The Customer Success Business Partner (CSBP) is primarily responsible for ensuring our customers are adopting our solutions, realizing value and identifying growth opportunities
  • Acting as a key contact for customers, the CSBP will work alongside our Sales, Professional Services and Partner teams to ensure that the customer is trained and has a successful implementation
  • As the primary customer contact the CSBP will handle critical issues and ensure customer satisfaction and value realization
  • Your primary objective will be to execute the overall company and Customer Success strategy to protect and defend the existing customer base, ensure customer value realization and unlock growth with existing customers
  • Handle a portfolio of Enterprise Customers with a ARR of ~$5.0M with a focus to improve the customer's value and ROI on Anaplan, secure contract renewal, and identify growth opportunities
  • 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 deliver value and grow the Anaplan footprint at accounts
  • Connect the customer to other areas of Anaplan as needed including 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 resolution
  • 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 and build champions

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Insights

Top investors

-2% employee growth in 12 months

Company

Company benefits

  • Flexible working
  • Work from home opportunities
  • Health insurance

Funding (last 2 of 6 rounds)

Dec 2017

$60m

SERIES F

Jan 2016

$90m

SERIES E

Total funding: $299.9m

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.

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Kirsty

Company Specialist at Welcome to the Jungle