Customer Success Business Partner

Responsibilities

• Act as a strategic advisor to enterprise customers, managing the end-to-end lifecycle including onboarding, adoption, renewals, and expansion.
• Build and nurture relationships with C-suite executives (CFO, CIO, CHRO) to align Anaplan’s capabilities with their strategic business priorities.
• Lead outcome-driven Executive Business Reviews (EBRs) to articulate business value and influence long-term investment decisions.
• Drive measurable ROI by monitoring platform usage, identifying risks, and deploying action plans to ensure sustained adoption.
• Identify and drive platform expansion opportunities, specifically focusing on AI use cases within Financial Planning & Analysis (FP&A).
• Collaborate with Sales and Partner teams to build pipeline and mitigate renewal risks to ensure high retention and strong NRR.
• Serve as the voice of the customer to internal Product and Support teams to advocate for customer needs and feature enhancements.

Requirements

• 7+ years of experience in customer-facing roles such as Customer Success, Presales, or Management Consulting.
• Deep subject matter expertise in the Financial Planning & Analysis (FP&A) domain.
• Hands-on experience with Enterprise Performance Management (EPM) or Enterprise Planning products (e.g., Anaplan, OneStream, Oracle EPM, or SAP BPC/SAC).
• Proven track record of driving customer renewals and commercial expansion.
• Bachelor’s degree in Business, Finance, Marketing, Operations, or a related field.
• Excellent communication and presentation skills with a consultative, value-oriented approach.

Preferred Qualifications

• MBA or CA designation.
• Experience driving change management initiatives within large enterprise organizations.

About the Company

Anaplan is a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform. We help over 2,400 global companies, including many of the Fortune 50, outpace their competition by transforming how they plan and execute strategy.