About The Position

Anaplan is looking for a highly driven and dynamic Senior Customer Success Business Partner (CSBP) to join the Customer Success team. This role goes beyond traditional customer success. You will operate as a strategic advisor and transformation partner, helping our enterprise customers leverage Anaplan’s platform and AI capabilities to drive measurable business outcomes.

Requirements

  • 10+ years of work experience in customer-facing roles such as customer success, presales or management consulting with experience driving renewals and expansion.
  • Deep subject matter expertise in either FP&A or Supply Chain Planning, with a strong understanding of Enterprise Performance Management (EPM) and Enterprise Planning & Analytics.
  • Excellent communication, presentation, and interpersonal skills, with a consultative and value-oriented approach.
  • Ability to translate technical platform capabilities into business value for customers.
  • Bachelor’s degree, with focus on business, finance, marketing, operations, supply chain.

Nice To Haves

  • CA/MBA a plus

Responsibilities

  • Manage a portfolio of enterprise customers with the primary goal of maximizing their ROI on the Anaplan platform while owning the end-to-end lifecycle (onboarding, implementation, adoption, renewals, expansion) through a value-based selling mindset.
  • Own and nurture relationships with C-suite executives (CFO, CIO, CHRO, CDO) and senior stakeholders, establishing yourself as a trusted advisor and aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
  • Lead outcome-driven Executive Business Reviews (EBRs), presenting compelling narratives that connect Anaplan's capabilities to the customer's strategic priorities and clearly articulate business value to influence renewal, expansion, and investment decisions.
  • Advise customers on establishing a robust Center of Excellence (CoE) and governance structure to foster self-sufficiency and scale while enabling stakeholder alignment, prioritization, and scalable adoption.
  • Drive measurable ROI and business outcomes from Anaplan investments across onboarding, implementation, and adoption phases ensuring strong customer health.
  • Proactively monitor platform usage and sponsorship, identifying risks and deploying targeted action plans to drive sustained adoption and protect renewals.
  • Develop and execute customer success plans aligned to value realization, adoption, and growth objectives.
  • Develop customer success assets and playbooks and help drive customer references and case studies to reinforce value realization and support expansion.
  • Deliver enablement, training, and best practices to drive adoption and customer self-sufficiency.
  • Identify and drive platform expansion opportunities, including AI use cases, across key business functions (e.g., Finance, Supply Chain, Workforce) to increase platform footprint and business value.
  • Collaborate with Sales and Partners to build and progress pipeline within existing accounts through structured account prioritization and pipeline development.
  • Proactively identify and mitigate renewal risks in partnership with Renewal Managers and Account Executives to secure and grow the commercial relationship ensuring high retention and strong NRR, and predictable renewals.
  • Translate Anaplan’s platform and AI capabilities into clear business value to drive expansion and customer investment.
  • Serve as the voice of the customer to internal Anaplan teams (Product, Support, Community), advocating for their needs and ensuring objectives are aligned across business and technical stakeholders.
  • Act as a primary point of escalation, focusing on swift resolution and maintaining positive momentum to maintain customer confidence and protect customer health.
  • Contribute to the development of customer success assets, playbooks, and customer case studies to strengthen the Anaplan community.
  • Own key relationships with customers and proactively maintain high levels of engagement with a focus on increasing customer satisfaction and loyalty while identifying growth opportunities.
  • Promote and support engagement with Anaplan through community usage, user groups, and event participation.
  • Act as the primary customer contact, managing stakeholders across business and IT and driving change management initiatives.
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