Anaplan

Principal Customer Success Business Partner

New York, New York, United States

$60,000 – $120,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Software, Business ServicesIndustries

Requirements

Candidates should possess a Bachelor's degree and demonstrate at least 7 years of experience in customer success, business partnership, or a related field, with a strong preference for experience within the SaaS industry or enterprise software. Proven leadership skills and the ability to manage a portfolio of strategic customer accounts are essential, alongside excellent communication, presentation, and interpersonal abilities.

Responsibilities

The Principal Customer Success Business Partner will be responsible for owning and managing a portfolio of Financial and Business Services customers, serving as a trusted advisor and thought leader to drive adoption, satisfaction, and retention. They will collaborate closely with Sales, Professional Services, and Partner teams to co-create and execute customer account strategies, identify opportunities for expansion and platform optimization, and guide customers in aligning Anaplan capabilities with their strategic objectives. The CSBP will proactively drive strategic expansion, unlock new opportunities, and ensure customers achieve full business transformation with Anaplan, ultimately shaping the overall success and impact of the GTM strategy.

Skills

Customer Success
Business Partnership
SaaS
Financial Services
Enterprise Software
Strategic Account Management
Communication
Presentation
Interpersonal Skills
Account Strategy
Platform Optimization
Expansion
Business Transformation

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.

Key Metrics

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.

Land your dream remote job 3x faster with AI