Level

Anaplan

Customer Success Business Partner

Anaplan is hiring a Customer Success Business Partner in Mumbai, India. Level rates it ; you can apply on Anaplan.

Level's read on this job

  • Level rates this customer service role Works on AI ●●●○: the daily work is on AI products, without building the model.
  • The posting mentions customer success, account management and b2b saas among its tools and skills.
  • Level classes it as a mid-level role.
  • Anaplan has 130 other open roles on Level.

AI in this role

Drive customer success, AI adoption, and ROI realization for enterprise clients on the Anaplan platform.

customer-successaccount-managementb2b-saasstrategic-advisoryai-transformation

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.

What unites Anaplanners across teams and geographies is our collective commitment to our customers’ success and to our Winning Culture.

Our customers rank among the who’s who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform.

Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebrating our wins – big and small.

Supported by operating principles of being strategy-led, values-based and disciplined in execution, you’ll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let’s build what’s next - together!

The Role:

Anaplan is looking for a highly driven and dynamic Customer Success Business Partner (CSBP) to join the Customer Success team in Mumbai, India. 

This role goes beyond traditional customer success. You will operate as a strategic advisor and transformation partner, helping our enterprise customers leverage Anaplan’s platform and AI capabilities to drive measurable business outcomes.

This is what you will do at Anaplan

As a CSBP, you will manage a portfolio of enterprise customers with the primary goal of maximizing their ROI on the Anaplan platform while owning the end-to-end lifecycle (onboarding, implementation, adoption, renewals, expansion) through a value-based selling mindset.

Strategic Partnership & Executive Engagement

  • Own and nurture relationships with C-suite executives (CFO, CIO, CHRO, CDO) and senior stakeholders, establishing yourself as a trusted advisor and aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
  • Lead outcome-driven Executive Business Reviews (EBRs), presenting compelling narratives that connect Anaplan's capabilities to the customer's strategic priorities and clearly 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 while enabling stakeholder alignment, prioritization, and scalable adoption.

Value Realization & Adoption

  • Drive measurable ROI and business outcomes from Anaplan investments across onboarding, implementation, and adoption phases ensuring 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 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.

Commercial Growth & Expansion

  • Identify and drive platform expansion opportunities, including AI use cases, across key business functions (Financial Planning & Analysis or Supply chain planning) to 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 to secure and grow the commercial relationship ensuring high retention and strong NRR, and predictable renewals.
  • Translate Anaplan’s platform and AI capabilities into clear business value to drive expansion and customer investment.

Customer Advocacy & Internal Collaboration

  • Serve as the voice of the customer to internal Anaplan teams (Product, Support, Community), advocating for their needs and ensuring objectives are aligned across business and technical stakeholders.
  • Act as a primary point of escalation, focusing on swift resolution and maintaining positive momentum to 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 with a 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 and driving change management initiatives.

Your Qualifications

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

Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB)

We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren’t just words on paper – this is what drives our innovation, it’s how we connect, and it contributes to what makes us a market leader. We believe 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 aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation.  

Fraud Recruitment Disclaimer  

It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals.  

Anaplan does not:  

  • Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.   
  • Send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible and then followed up via written communication.  

All emails from Anaplan would come from an @anaplan.com email address. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to people@anaplan.com before taking any further action in relation to the correspondence.   

Privacy & AI Notice

Candidate data processed during our recruitment activities is handled in accordance with our Candidate Privacy Notice. This may include the use of artificial intelligence or automated tools to assist our team in evaluating qualifications.

 

How we rate this

Customer Success Business Partner at Anaplan rates 60 out of 100 for how much of the daily work is AI. That makes it Works on AI (AI Level 3 of 4). The level is about AI in the job, not seniority.

Classification

Works on AI. The daily work is on AI products, without building the model.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Customer SuccessAccount ManagementB2b SaasStrategic AdvisoryAI Transformation

Also common in customer service jobs at this level

Pay

Typical customer service job
$100k

This posting doesn't list pay. Use the typical customer service figure when pay comes up. See customer service jobs

Questions you could be asked

  1. Tell me about a project where customer success was part of your work. What did you do?
  2. Tell me about a project where account management was part of your work. What did you do?
  3. Tell me about a project where b2b saas was part of your work. What did you do?
  4. Tell me about a project where strategic advisory was part of your work. What did you do?
  5. Tell me about a project where ai transformation was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Customer Success, Account Management, B2b Saas, Strategic Advisory, and AI Transformation. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
  • Show where AI is part of your daily process, not a one-off project. This role expects it to be a running habit.

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