Customer Success Business Partner

Anaplan • New York, NY

142d • $163,000 - $220,000

About The Position

The Principal Customer Success Business Partner (CSBP) plays a critical, strategic, and high-impact role within the GTM team, driving the success and growth of our Financial and Business Services customers. As a leader in the customer journey, the CSBP is the primary strategic partner who ensures the successful deployment, user adoption, and long-term health and value realization of Anaplan solutions. This role is not just about maintaining relationships but about leading the customer's transformation-working closely with internal teams, including Partners, Professional Services, and Sales, to deliver unparalleled value and ROI. The CSBP takes a proactive, results-driven approach, positioning Anaplan as a key enabler for business success, owning customer outcomes and ensuring expansion and platform optimization. By aligning closely with both customers and internal teams, the CSBP is at the forefront of driving strategic expansion, unlocking new opportunities, and ensuring customers achieve full business transformation with Anaplan. This role is essential in shaping the overall success and impact of our GTM strategy.

Requirements

• Customer obsessed
• Extreme ownership mentality
• Ability to work with urgency and to remain calm under pressure
• Comfortable and confident when presenting to customer executives and stakeholders
• Adapts well to change and is flexible
• 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
• Strong troubleshooting and problem-solving skills
• Account management or client/professional services background

Nice To Haves

• Planning, forecasting, and/or modeling experience
• Financial services industry experience

Responsibilities

• Own and manage a portfolio of customers to drive adoption, satisfaction, and retention.
• 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 to co-create and execute customer account strategies.
• Identify opportunities for upselling, cross-selling, and further expansion within existing accounts, focusing on business impact and maximizing ROI.
• Guide customers in aligning Anaplan capabilities with their key business goals.
• Enable a data-driven approach to planning and forecasting, demonstrating how Anaplan facilitates business agility and strategic decision-making.
• Continuously monitor customer engagement, platform utilization, and business outcomes.
• Build and execute tailored customer success plans to ensure consistent value delivery.
• Act as the voice of the customer internally, advocating for customer needs and feedback.
• Foster customer engagement by connecting them with the broader Anaplan community, user groups, and industry events.
• Partner with internal support teams to resolve platform challenges.
• Ensure customers are equipped with the knowledge and tools needed to leverage Anaplan effectively.

Benefits

• Diversity, equity, inclusion, and belonging initiatives
• Reasonable accommodation for individuals with disabilities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 1,001-5,000 employees