Principal Customer Success Business Partner at Anaplan

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Business ServicesIndustries

Requirements

Serve as a trusted advisor and thought leader in leveraging Anaplan to achieve customers’ strategic objectives
Collaborate closely with Sales, Professional Services, and Partner teams
Guide customers in aligning Anaplan capabilities with their key business goals
Enable a data-driven approach to planning and forecasting
Continuously monitor customer engagement, platform utilization, and business outcomes
Act as the voice of the customer internally
Foster customer engagement with the broader Anaplan community, user groups, and industry events
Partner with internal support teams to resolve platform challenges

Responsibilities

Own and manage a portfolio of customers to drive adoption, satisfaction, and retention (Customer Success Leadership)
Co-create and execute customer account strategies; identify opportunities for upselling, cross-selling, and expansion, focusing on business impact and maximizing ROI (Account Strategy & Expansion)
Guide customers in aligning Anaplan capabilities with key business goals; enable data-driven planning, forecasting, business agility, and strategic decision-making (Business Outcomes & Transformation)
Build and execute tailored customer success plans; proactively address challenges or barriers to ensure consistent value delivery (Health Monitoring & Proactive Engagement)
Advocate for customer needs and feedback to influence Anaplan’s roadmap and innovation pipeline; champion customers across internal teams (Customer Advocacy & Feedback Loop)
Connect customers with Anaplan community, user groups, and events; promote sharing of best practices for collaboration and knowledge exchange (Community Building & Best Practices Sharing)
Partner with internal support teams to resolve platform challenges, maintaining customer trust (Risk Management & Problem Solving)

Skills

Customer Success

Strategic Partnership

User Adoption

Value Realization

ROI Optimization

Platform Deployment

Account Management

Sales Collaboration

Professional Services

Partner Management

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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