Customer Success Business Partner at Anaplan

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaS, Enterprise SoftwareIndustries

Requirements

5+ years of experience in account management, consulting, or client services background
Experience working with large-scale Technology (inferred from incomplete description)

Responsibilities

Handle a portfolio of Enterprise Customers with ARR of ~$5.0M, focusing on improving customer value and ROI, securing contract renewals, and identifying growth opportunities
Serve as the primary Anaplan point of contact and trusted adviser during the customer lifecycle
Work as part of an account team, utilizing internal resources to execute account strategy
Spot opportunities within existing customers to deliver value and grow the Anaplan footprint
Connect customers to other areas of Anaplan, including Product, Support, Community & Sales, as well as the 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, mapping business goals to platform capabilities
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 the Platform Roadmap
Run regularly scheduled customer check-ins
Work with customers, partners, and Professional Services team to ensure implementation success and service quality exceeds expectations
Coach customers to create and manage a delivery model and change management framework for their Anaplan journey
Support and collaborate with Anaplan partners
Mediate to resolve technical/platform issues with existing implementations, partners, and internal support teams
Handle issues of customer concern and ensure proactive ticket resolution
Advocate model-building best practices with customers
Safeguard high CSAT/NPS scores; improve customer relationships to reduce detractors and passives, and build champions

Skills

Customer Success

Account Management

Contract Renewal

Value Realization

ROI Optimization

Sales Collaboration

Professional Services

Implementation Support

ARR Management

Enterprise Customer Handling

Anaplan

Cloud-based business planning and performance management platform

About Anaplan

Anaplan provides a cloud-based platform for business planning and performance management, allowing organizations to connect data, people, and plans. Its tools help users model scenarios, forecast outcomes, and optimize operations, enhancing collaboration and decision-making. The company operates on a subscription model, offering features like data integration and advanced analytics, while also providing professional services such as training and consulting. Anaplan's goal is to continuously improve its platform to support businesses in making informed decisions.

San Francisco, CaliforniaHeadquarters

2006Year Founded

$291.7MTotal Funding

IPOCompany Stage

Consulting, Enterprise SoftwareIndustries

1,001-5,000Employees

Benefits

Insurance, Health & Wellness- Accidental death and dismemberment (AD&D) Insurance, Dental Insurance, Disability Insurance, Health Insurance, Vision Insurance, Life Insurance, Health Savings Account (HSA), Maternity & Paternity Leave, Unlimited PTO, Gym Discount, Sick Time

Financial & Retirement - 401k 50% match on the first 3% of base salary, Employee Stock Purchase Program (ESPP), Flexible Spending Account (FSA), Roth 401k

Home - Bereavement Leave, Fertility Assistance, Immigration Assistance, Relocation Bonus, Remote Work

Risks

Leadership changes may disrupt strategic continuity and execution.

Fluence Technologies acquisition could pose integration challenges affecting efficiency.

Dependence on NetApp for data storage creates potential dependency risks.

Differentiation

Anaplan's cloud platform connects data, people, and plans for better decision-making.

The company offers a comprehensive suite of services, including training and advisory.

Anaplan's subscription model provides a steady revenue stream and scalability for clients.

Upsides

Integration with NetApp accelerates AI initiatives, enhancing platform capabilities.

Acquisition of Fluence Technologies boosts financial consolidation and reporting features.

Partnership with Titan Wealth expands Anaplan's reach in the financial sector.

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