Anaplan · 4 days ago
Customer Success Strategy & Operations Principal
New York, United States
Full-time
Onsite
Lead/Staff
$154K/yr - $209K/yr
8+ years expAnaplan is a team of innovators focused on optimizing business decision-making through their AI-infused scenario planning and analysis platform. The role involves building proactive systems to enhance customer success, translating data into actionable insights, and leading automation efforts to improve customer journeys.
Enterprise SoftwareInformation TechnologyInsurTechProductivity Tools
Responsibilities
Build the Proactive Diagnostic Engine: Architect automated systems and reporting that diagnose why a customer's health is changing. You will leverage a blend of external and proprietary data sources to identify issues before they hit the field and will be responsible for isolating leading indicators of risk and opportunity across the entire post-sale customer journey
Translate Diagnosis into Automated Action: Partner with program leaders to design and deploy intelligent workflows based on your diagnoses. Your systems will be the engine that helps move customers from "red to green" by triggering the right automated or human action at the right time
Deliver Actionable, Proactive Insights: Go beyond dashboards. You will build systems that deliver clear, contextual, and diagnostic insights directly into the daily workflows of our Account Executives, Customer Success Business Partners, and Renewal Managers, telling them not just what is happening, but why it's happening and what programs should be activated to address it
Serve as the Intelligence & Automation Thought Leader: Champion and inform the Customer Success organization on how to build and scale a proactive, data-driven, and intelligent operational model
Qualification
Required
8+ years of progressive experience in a hands-on analytical or systems role such as Data Science, Revenue/Business Operations, Automation Engineering, or Business Systems
A Systems Thinker & Diagnostician: You have proven experience designing and building scalable, automated systems
Automation & Integration Expertise: You have deep, hands-on experience with enterprise automation platforms (e.g., Workato, Zapier) and integrating various systems with a central CRM or Customer Success Platform (e.g., Salesforce, Gainsight)
Experience with the Full AI Toolkit: A core requirement is experience applying various forms of AI to drive automation
Hands-On Technical Skills: You are highly proficient in SQL, have practical experience using Python for data manipulation and scripting, and are experienced in deploying Robotic Process Automation (RPA) to automate UI-based human tasks
Business-Impact Driven: You have a strong understanding of SaaS metrics and Customer Success principles, with a track record of successfully managing technical projects that deliver measurable value and improve leading business indicators
Preferred
Experience in a fast-paced B2B SaaS company is strongly preferred
Benefits
Reasonable accommodation to participate in the job application or interview process
Perform essential job functions
Receive equitable benefits and all privileges of employment
Company
Anaplan
Anaplan is a business planning software company that develops a cloud platform for decision-making with connected planning modeling.
1001-5000 employees
H1B Sponsorship
Anaplan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (21)
2023 (54)
2022 (72)
2021 (104)
2020 (52)
Funding
Current Stage
Public CompanyTotal Funding
$299.9MKey Investors
Premji InvestFounders Circle CapitalDFJ Growth
2022-03-20Acquired
2018-10-12IPO
2018-01-01Secondary Market
Leadership Team
Charles E. Gottdiener
Chief Executive Officer
Juli Hansen
Global Client Director
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