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About the Role

Anaplan is a team of innovators focused on optimizing business decision-making through an AI-infused scenario planning and analysis platform, enabling customers to outpace competition. The company is committed to customer success and a Winning Culture, serving over 2,400 global companies including Fortune 50 leaders. This role is for a highly driven and dynamic individual to join the Customer Success team, operating as a strategic advisor and transformation partner. The goal is to help enterprise customers leverage Anaplan’s platform and AI capabilities to drive measurable business outcomes.

Responsibilities

Manage a portfolio of enterprise customers to maximize ROI on the Anaplan platform.
Own the end-to-end customer lifecycle (onboarding, implementation, adoption, renewals, expansion) with a value-based selling mindset.
Own and nurture relationships with C-suite executives and senior stakeholders.
Establish yourself as a trusted advisor, aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
Lead outcome-driven Executive Business Reviews (EBRs), presenting compelling narratives connecting Anaplan's capabilities to customer strategic priorities.
Articulate business value to influence renewal, expansion, and investment decisions.
Advise customers on establishing a robust Center of Excellence (CoE) and governance structure to foster self-sufficiency and scale.
Enable stakeholder alignment, prioritization, and scalable adoption.
Drive measurable ROI and business outcomes from Anaplan investments across onboarding, implementation, and adoption phases.
Ensure strong customer health.
Proactively monitor platform usage and sponsorship, identifying risks and deploying targeted action plans to drive sustained adoption and protect renewals.
Develop and execute customer success plans aligned to value realization, adoption, and growth objectives.
Develop customer success assets and playbooks.
Help drive customer references and case studies to reinforce value realization and support expansion.
Deliver enablement, training, and best practices to drive adoption and customer self-sufficiency.
Identify and drive platform expansion opportunities, including AI use cases, across key business functions (e.g., Finance, Supply Chain, Workforce).
Increase platform footprint and business value.
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.
Secure and grow the commercial relationship, ensuring high retention, strong NRR, and predictable renewals.
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 their needs.
Ensure objectives are aligned across business and technical stakeholders.
Act as a primary point of escalation, focusing on swift resolution and maintaining positive momentum.
Maintain customer confidence and protect customer health.
Contribute to the development of customer success assets, playbooks, and customer case studies to strengthen the Anaplan community.
Own key relationships with customers and proactively maintain high levels of engagement.
Focus on increasing customer satisfaction and loyalty while 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.
Drive change management initiatives.

Requirements

10+ years of work experience in customer-facing roles such as customer success, presales or management consulting.
Experience driving renewals and expansion.
Deep subject matter expertise in either FP&A or Supply Chain Planning.
Strong understanding of Enterprise Performance Management (EPM) and Enterprise Planning & Analytics.
Excellent communication, presentation, and interpersonal skills.
Consultative and value-oriented approach.
Ability to translate technical platform capabilities into business value for customers.

Skills

Customer success
Presales
Management consulting
Renewals
Expansion
FP&A
Supply Chain Planning
Enterprise Performance Management (EPM)
Enterprise Planning & Analytics
Communication
Presentation
Interpersonal skills
Consultative approach
Value-oriented approach
Value-based selling
Strategic advisory
Transformation partnership
Relationship management
Executive engagement
Risk identification
Action plan deployment
Customer success plan development
Enablement
Training
Best practices delivery
Pipeline development
Renewal risk mitigation
Stakeholder management
Change management

Experience Level

10+ years of work experience

Education Level

Bachelor’s degree (business, finance, marketing, operations, supply chain focus)
CA/MBA (a plus)

About the Company

Anaplan is a team of innovators focused on optimizing business decision-making through a leading AI-infused scenario planning and analysis platform.
The company helps customers outpace competition and the market.
Anaplanners are united by a collective commitment to customer success and a Winning Culture.
Customers include over 2,400 global companies, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer.
The Winning Culture champions diversity of thought, encourages leadership regardless of title, commits to ambitious goals, and celebrates wins.
Operating principles include being strategy-led, values-based, and disciplined in execution.
Anaplan fosters an environment where employees are inspired, connected, developed, and rewarded, welcoming unique contributions.

Equal Opportunity

Anaplan is committed to Diversity, Equity, Inclusion, and Belonging (DEIB).
Attracting and retaining the best talent and fostering an inclusive culture strengthens the business.
DEIB improves the workforce, enhances trust with partners and customers, and drives business success.
The company believes in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other unique aspect.
Anaplan hires individuals for who they are and encourages authenticity at work.
Reasonable accommodation will be provided for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and privileges of employment.