Customer Success Business Partner

Overview

Customer Success Business Partner (CSBP) to act as a strategic advisor and transformation partner to enterprise customers, helping them leverage Anaplan's platform and AI capabilities to drive measurable business outcomes and maximize ROI.

What you'll do

• Own and nurture relationships with C-suite executives (CFO, CIO, CHRO, CDO) and senior stakeholders, aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
• Lead outcome-driven Executive Business Reviews (EBRs) that connect Anaplan's capabilities to the customer's strategic priorities and articulate business value to influence renewal, expansion, and investment.
• Advise customers on establishing a Center of Excellence (CoE) and governance structure to foster self-sufficiency and scalable adoption.
• Drive measurable ROI and business outcomes from Anaplan investments across onboarding, implementation, and adoption, ensuring strong customer health.
• Proactively monitor platform usage and sponsorship, identifying risks and deploying targeted action plans to sustain 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 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 (FP&A or Supply chain planning).
• 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 renewals and grow net revenue retention (NRR).
• 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 customer needs and aligning business and technical stakeholders.
• Act as the primary point of escalation, focusing on swift resolution to maintain customer confidence and protect customer health.
• Own key customer relationships, maintaining high engagement to increase customer satisfaction and loyalty and 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.

What you'll need

• At least 8+ years of work experience in customer-facing roles such as customer success, presales, or management consulting, with experience driving renewals and expansion.
• 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, or supply chain.

Nice to have

• Background in subject matter expertise in Financial Planning & Analysis (FP&A) and/or Supply chain planning, with a strong understanding of Enterprise Performance Management (EPM) and Enterprise Planning & Analytics.
• Hands-on experience from a consulting or implementation perspective on FP&A / Supply chain planning products such as Anaplan, OneStream, Oracle EPM, SAP BPC/SAC, O9, Kinaxis, or Blue Yonder.
• CA/MBA.

Details

• Location: Mumbai, India.