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Anaplan

Cloud-based SaaS planning and performance management

Customer Success Business Partner

Account ManagementConfirmed live in the last 24 hours
Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

  • At least 8 years of work experience in customer-facing roles such as customer success, presales, or management consulting, including experience driving renewals and expansion.
  • A background in financial planning and analysis and/or supply chain planning, with a strong understanding of enterprise performance management and enterprise planning and analytics, is highly preferred.
  • Hands-on consulting or implementation experience with financial planning and analysis or supply chain planning products such as Anaplan, OneStream, Oracle EPM, SAP BPC/SAC, O9, Kinaxis, or Blue Yonder.
  • Ability to translate technical platform capabilities into business value for customers.
  • A bachelor's degree focused on business, finance, marketing, operations, or supply chain is required. A CA or MBA is a plus.

Responsibilities

  • Manage a portfolio of enterprise customers and own the end-to-end lifecycle, including onboarding, implementation, adoption, renewals, and expansion, with the goal of maximizing return on investment on the Anaplan platform.
  • Own and nurture relationships with C-suite executives and senior stakeholders, aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
  • Lead outcome-driven Executive Business Reviews, connecting Anaplan capabilities to customer priorities and articulating business value to influence renewal, expansion, and investment decisions.
  • Advise customers on establishing a Center of Excellence and governance structure that fosters self-sufficiency and scale while enabling stakeholder alignment, prioritization, and adoption.
  • Drive measurable return on investment and business outcomes from Anaplan investments across onboarding, implementation, and adoption, ensuring strong customer health.
  • Monitor platform usage and sponsorship, identify risks, and deploy action plans to drive sustained adoption and protect renewals.
  • Develop and execute customer success plans aligned with 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.
  • Drive enablement, training, and best practices to foster adoption and customer self-sufficiency.
  • Identify and drive platform expansion opportunities, including AI use cases, across key business functions such as financial planning and analysis or supply chain planning.
  • Collaborate with Sales and Partners to build and progress pipeline within existing accounts through account prioritization and pipeline development.
  • Identify and mitigate renewal risks with Renewal Managers and Account Executives to secure and grow commercial relationships, retention, net revenue retention, and predictable renewals.
  • Translate Anaplan's platform and AI capabilities into business value to drive expansion and customer investment.
  • Represent the voice of the customer to Product, Support, and Community teams, advocating for customer needs and aligning objectives across business and technical stakeholders.
  • Act as a primary point of escalation, resolve issues swiftly, and maintain customer confidence and health.
  • Contribute to customer success assets, playbooks, and case studies to strengthen the Anaplan community.
  • Own key customer relationships and maintain engagement to increase customer satisfaction and loyalty while identifying growth opportunities.
  • Promote engagement with Anaplan through community usage, user groups, and event participation.
  • Act as the primary customer contact, manage stakeholders across business and IT, and drive change management initiatives.

Desired Qualifications

  • A CA or MBA is a plus.

About the Company

Anaplan

Cloud-based SaaS planning and performance management

Anaplan provides a cloud-based SaaS platform for enterprise-wide planning and performance management that helps finance, supply chain, sales, marketing, and HR teams improve planning and decision making. Users connect data sources, build models and scenarios, run forecasts, and collaborate in real time within a scalable subscription model, with optional professional services for training and implementation. Unlike tools that tackle planning in silos, Anaplan offers a single connected platform that links data, people, and plans across multiple business functions. Its goal is to help organizations optimize operations and make data-driven decisions at scale.

Company size
1,001-5,000
Company stage
IPO
Headquarters
San Francisco, CA
Founded
2006

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