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Full-Time

Customer Success Business Partner

Posted on 7/17/2024

Anaplan

Anaplan

1,001-5,000 employees

Cloud-based business planning and performance management platform

Data & Analytics
Consulting
Enterprise Software
Defense

Senior, Expert

Houston, TX, USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Management
Requirements
  • 6+ years of experience in account management or client services background
  • Experience working with large-scale Oil and Gas, Energy, and Chemicals customers is a plus
  • 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
  • Adapts well to change and is flexible
  • Strong communication skills with the ability to communicate and translate technical information
  • Able to use technology to handle their customer portfolio
  • Model building, forecasting, and other applicable experience
  • Planning and modeling experience is a plus
  • Experience with Corporate finance, supply chain and sales planning industries is a plus
Responsibilities
  • Handle a portfolio of customers with a key strive to improve the customer's ROI and secure contract renewal
  • 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 internal resources to execute the account strategy
  • Spot opportunities within existing customers to grow the Anaplan footprint at accounts
  • Connect the customer to other areas of Anaplan as needed
  • 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
  • Promote and support engagement with Anaplan through community usage, user groups, and event participation
  • Educate Customers on the Platform Roadmap
  • Run regularly scheduled customer check-ins
  • Work with Customers, Partners, and Professional Services team to ensure implementation success
  • Coach customers to create and manage a delivery model and change management framework
  • Support and collaborate with Anaplan partners
  • Mediate to resolve all technical/platform issues with existing implementations
  • Handle issues of customer concern
  • Ensure proactive ticket deflection
  • Advocate model-building best practices with customers

Anaplan offers a cloud-based platform designed for business planning and performance management. Its tools allow organizations to connect data, people, and plans, enabling them to model different scenarios, forecast outcomes, and optimize operations. Users can integrate data, perform advanced analytics, and collaborate in real-time, which enhances their decision-making processes. Anaplan distinguishes itself from competitors by focusing on a subscription-based model that provides clients with scalable access to its services, along with professional support options like training and consulting. The goal of Anaplan is to help businesses streamline their planning processes and improve overall operational efficiency.

Company Stage

Series F

Total Funding

$299.9M

Headquarters

San Francisco, California

Founded

2006

Growth & Insights
Headcount

6 month growth

2%

1 year growth

-2%

2 year growth

-7%
Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition by Thoma Bravo for $10.7 billion underscores strong market confidence and provides substantial financial backing for future growth.
  • Relocating headquarters to Miami could attract new talent and foster a more dynamic corporate culture, enhancing innovation and employee satisfaction.
  • Partnerships with companies like Titan Wealth demonstrate Anaplan's ability to support complex financial planning needs, potentially leading to more high-profile collaborations.

What critics are saying

  • The relocation to Miami and recent layoffs may cause internal disruption and affect employee morale.
  • Integration of Fluence Technologies could face challenges, potentially delaying the realization of its full benefits.

What makes Anaplan unique

  • Anaplan's cloud-native platform uniquely integrates data, people, and plans across the enterprise, offering a holistic approach to business planning and performance management.
  • The company's subscription-based model ensures a steady revenue stream and allows clients to scale their usage, providing flexibility that many competitors lack.
  • Anaplan's recent acquisition of Fluence Technologies enhances its platform with advanced financial consolidation and reporting capabilities, setting it apart from other SaaS providers.

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

INACTIVE