Principal Customer Success Business Partner - Financial & Business Services
Company: Tbwa Chiat/Day Inc
Location: New York
Posted on: March 12, 2025
Job Description:
Principal Customer Success Business Partner - Financial &
Business ServicesNew York City, United StatesAt Anaplan, we are a
team of innovators who are focused on optimizing business
decision-making through our leading 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 that 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 have fun celebrating our wins. 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 be
your best self!The Principal Customer Success Business Partner
(CSBP) plays a critical, strategic, and high-impact role within the
GTM team, driving the success and growth of our Financial and
Business Services customers. As a leader in the customer journey,
the CSBP is the primary strategic partner who ensures the
successful deployment, user adoption, and long-term health and
value realization of Anaplan solutions.This role is not just about
maintaining relationships but about leading the customer's
transformation-working closely with internal teams, including
Partners, Professional Services, and Sales, to deliver unparalleled
value and ROI. The CSBP takes a proactive, results-driven approach,
positioning Anaplan as a key enabler for business success, owning
customer outcomes and ensuring expansion and platform
optimization.By aligning closely with both customers and internal
teams, the CSBP is at the forefront of driving strategic expansion,
unlocking new opportunities, and ensuring customers achieve full
business transformation with Anaplan. This role is essential in
shaping the overall success and impact of our GTM strategy.Your
Impact
- Customer Success Leadership: Own and manage a portfolio of
customers to drive adoption, satisfaction, and retention. Serve as
a trusted advisor and thought leader in leveraging Anaplan to
achieve customers' strategic objectives.
- Account Strategy & Expansion: Collaborate closely with Sales,
Professional Services, and Partner teams to co-create and execute
customer account strategies. Identify opportunities for upselling,
cross-selling, and further expansion within existing accounts,
focusing on business impact and maximizing ROI.
- Business Outcomes & Transformation: Guide customers in aligning
Anaplan capabilities with their key business goals. Enable a
data-driven approach to planning and forecasting, demonstrating how
Anaplan facilitates business agility and strategic
decision-making.
- Health Monitoring & Proactive Engagement: Continuously monitor
customer engagement, platform utilization, and business outcomes.
Build and execute tailored customer success plans to ensure
consistent value delivery, and proactively address any challenges
or barriers to success.
- Customer Advocacy & Feedback Loop: Act as the voice of the
customer internally, advocating for customer needs and feedback to
influence Anaplan's roadmap and innovation pipeline. Ensure
customers are represented and championed across internal
teams.
- Community Building & Best Practices Sharing: Foster customer
engagement by connecting them with the broader Anaplan community,
user groups, and industry events. Promote the sharing of best
practices to drive collaboration and knowledge exchange.
- Risk Management & Problem Solving: Partner with internal
support teams to resolve platform challenges, maintaining customer
trust and confidence.
- Customer Education & Enablement: Ensure customers are equipped
with the knowledge and tools needed to leverage Anaplan
effectively. Drive customer enablement initiatives through training
programs, workshops, and onboarding sessions to support sustainable
user adoption.Your Qualifications
- Customer obsessed
- Extreme ownership mentality
- Ability to work with urgency and to remain calm under
pressure
- Comfortable and confident when presenting to customer
executives and stakeholders
- Adapts well to change and is flexible
- Curiosity: a strong desire to understand how and why a customer
operates, what objectives they have in the marketplace, and how
Anaplan can help them with their objectives
- Strong troubleshooting and problem-solving skills
- Account management or client/professional services
background
- Planning, forecasting, and/or modeling experience is a
plus
- Financial services industry experience is a plusBase Salary
Range: $200,000 - $271,000 USDOur Commitment to Diversity, Equity,
Inclusion and BelongingBuild your career in a place that thrives on
diversity, equity, inclusion, and belonging. 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.
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Keywords: Tbwa Chiat/Day Inc, New York , Principal Customer Success Business Partner - Financial & Business Services, Hospitality & Tourism , New York, New York
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