Customer Success Business Partner (Financial Planning & Analysis - FP&A) at Anaplan

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 Gurgaon, 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) 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 • 7+ years of work experience in customer-facing roles such as customer success, presales or management consulting with experience driving renewals and expansion. • Deep subject matter expertise in Financial Planning & Analysis (FP&A) 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 planning products such as Anaplan, OneStream, Oracle EPM, SAP BPC/SAC 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 [Upgrade to PRO to see contact] before taking any further action in relation to the correspondence.