Anaplan · 9 hours ago
Customer Success Business Partner
San Francisco, United States
Full-time
Hybrid
Mid, Senior Level
$114K/yr - $198K/yr
5+ years expAnaplan is a team of innovators focused on optimizing business decision-making through their AI-infused scenario planning platform. The Customer Success Business Partner (CSBP) is responsible for ensuring customer adoption, satisfaction, and value realization while identifying growth opportunities and collaborating with internal teams for successful implementation.
Enterprise SoftwareInformation TechnologyInsurTechProductivity Tools
Responsibilities
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
Handle issues of customer concern
Ensure proactive ticket resolution
Advocate our model-building best practices with your customers
Safeguard high CSAT/NPS scores; improve customer relationships to reduce detractors and passives and build champions
Qualification
Required
5+ years of experience in account management, consulting, or client services background
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
Preferred
Experience working with large-scale Technology, Media and Telecom customers
Experience in business planning including annual operating plans, forecasting, and modeling experience
Experience with Corporate finance, supply chain and sales planning industries
Company
Anaplan
Anaplan is a business planning software company that develops a cloud platform for decision-making with connected planning modeling.
1001-5000 employees
H1B Sponsorship
Anaplan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (21)
2023 (54)
2022 (72)
2021 (104)
2020 (52)
Funding
Current Stage
Public CompanyTotal Funding
$299.9MKey Investors
Premji InvestFounders Circle CapitalDFJ Growth
2022-03-20Acquired
2018-10-12IPO
2018-01-01Secondary Market
Leadership Team
Charles E. Gottdiener
Chief Executive Officer
Juli Hansen
Global Client Director
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