Sr. Customer Success Business Partner

The role

You will manage a portfolio of key accounts to drive deployment, user adoption, health, renewal, and upselling of Anaplan solutions. You will act as a strategic advisor to guide customers through the value delivery lifecycle and lead executive-level reviews.

What you will do

• Manage a prominent portfolio of customers to drive adoption, expansion, retention, and ROI.
• Guide customers through the value delivery lifecycle to achieve business objectives.
• Lead executive-level Quarterly Success Reviews and present Success Scorecards.
• Document and quantify customer value realized through business outcomes and impact metrics.
• Build relationships and act as the internal voice of the customer to raise risks.
• Identify renewal risks and partner with Renewal Managers and Account Executives on mitigation plans.
• Develop and execute change management strategies including Train the Trainer and Centre of Excellence development.
• Contribute to customer success assets, playbooks, and reference case studies.

Required qualifications

• Previous experience driving value in customer success, presales, or management consulting roles.
• Required background in Enterprise Performance Management (EPM), Enterprise Planning, or Analytics.
• Exceptional communication and presentation skills.
• Proven track record in Customer Success, SaaS platforms, Project Leadership, Technology Consulting, or Advisory roles.
• Ability to translate complex technical concepts into business value.
• Familiarity with software development processes and design methodologies.
• Customer-first mindset and strong problem-solving skills.
• Experience leading cross-functional teams to address customer needs or deliver projects.

Nice to have

• Exposure to Financial Services and/or Insurance customers
• Subject matter expertise in Planning and Modelling, particularly in Supply Chain, Finance, or Sales.
• Hands-on experience advising on or establishing a Centre of Excellence (CoE) or similar governance structure.
• Familiarity with Anaplan or comparable enterprise planning platforms.
• Background in change management and enterprise-wide business transformation initiatives.
• Experience crafting customer-facing collateral, such as success playbooks or templates.
• Exposure to renewal strategy and expanding customer footprints through upsell/cross-sell practices.

About the company

Anaplan is a team of innovators focused on optimizing business decision-making through an AI-infused scenario planning and analysis platform. Their customers include global companies such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer.