Customer Success Manager

Workato is a leader in enterprise orchestration, helping businesses streamline operations by connecting data, processes, applications, and experiences with its AI-powered platform. The Customer Success Manager will join the Growth segment team, managing a portfolio of 70 customers. This role focuses on driving product adoption, increasing consumption, deepening engagement, and ensuring customer retention and expansion through 1:1 and 1:many programs. The manager will proactively implement new use cases, influence automation roadmap planning, and represent the customer's voice in product development.

Must Have

• Own a portfolio of 70 Growth customers as their dedicated CSM.
• Work directly with Growth customers to help them achieve desired outcomes and success.
• Proactively drive implementation of new use cases with Workato.
• Identify new department and product capability whitespace for customers.
• Influence customers in their automation, orchestration, and agentic roadmap planning.
• Contribute to overall team strategy and ongoing 1:many customer engagements.
• Leverage tools and technology to deliver value to multiple accounts through 1:many programs.
• Represent the voice of the customer and influence the product development roadmap.
• 3+ years of experience in customer-facing roles.
• Strong sense of customer empathy and being customer-centered.
• High level of technical acumen to engage in discussions with systems-minded customers.
• Ability to connect technical capabilities to measurable business outcomes.
• Entrepreneurial drive and comfort working in an ambiguous, quickly-changing environment.
• Passion for and belief in the power of automation to drive business value.
• Familiarity with the integration technology landscape.
• Excellent interpersonal, communication, and persuasion skills.
• Strong problem-solving and analytical thinking skills.

Perks & Benefits

• Flexible, trust-oriented culture that empowers everyone to take full ownership.
• Driven by innovation.
• Vibrant and dynamic work environment.
• Multitude of benefits for work and personal lives.

About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

• Business Insider named us an “enterprise startup to bet your career on”
• Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers

Responsibilities

The Customer Success Team at Workato is the frontline for developing customer champions, driving product adoption, and empowering teams to fulfill their goals so that they renew and expand. Our Growth segment of customers represent a strategic opportunity of high volume customers, and are supported through a unique combination of CSM engagement, digital-led programs, strategic and 1:many initiatives.

We are seeking a Customer Success Manager to work with customers in our Growth segment. The Growth CSM will work with a portfolio of customers to drive high-impact customer outcomes and by facilitating 1:many success programs to impact target customer groups. We use robust customer data to help identify ways we can deliver increased value through broader and more mature use of Workato.

This is a high impact role that will play a key part in building out the strategy with Workato’s Growth customers.

You will also be responsible to:

• Own a portfolio of 70 Growth customers as their dedicated CSM to increase consumption, deepen engagement, and grow retention rates.
• Work directly with Workato’s Growth customers to help them achieve their desired outcomes and achieve success with Workato.
• Proactively drive implementation of new use cases with Workato, identifying new department and product capability whitespace for customers.
• Influence customers in their automation, orchestration, and agentic roadmap planning as it relates to Workato.
• Contribute to overall team strategy and ongoing 1:many customer engagements.
• Leverage tools and technology to deliver value to multiple accounts at once through 1:many programs, such as custom group trainings/webinars, new collateral, targeted video engagement, and Workato integrations
• Represent the voice of the customer and influence the product development roadmap.

Requirements

Qualifications / Experience / Technical Skills

• 3+ years of experience in customer-facing roles.
• Strong sense of customer empathy and being customer-centered
• High level of technical acumen to engage in discussions with customers who are very systems-minded
• Ability to connect technical capabilities to measurable business outcomes
• Entrepreneurial drive and comfort working in an ambiguous, quickly-changing environment
• A passion for and belief in the power of automation to drive business value
• Familiarity with the integration technology landscape

Soft Skills / Personal Characteristics

• Excellent interpersonal, communication, and persuasion skills
• Strong problem-solving and analytical thinking skills

(REQ ID: 2300)

Create a Job Alert

Interested in building your career at Workato? Get future opportunities sent straight to your email.

Create alert

Apply for this job

------------------

• indicates a required field

Autofill with MyGreenhouse

First Name*

Last Name*

Email*

Phone

Country*

Phone*

Resume/CV*

AttachAttach

Dropbox

Google Drive

Enter manuallyEnter manually

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

AttachAttach

Dropbox

Google Drive

Enter manuallyEnter manually

Accepted file types: pdf, doc, docx, txt, rtf

• * *

LinkedIn Profile*

Are you authorized to work in India for any employer?*

Select...

Which City/State are you based in?*

Are you willing to work in PST or EST work hours?*

How many years have you worked in SaaS/iPaaS industry?*

How many years of experience do you have in a Customer Success Manager, Scale role?*

Do you have any experience with any Automation Platform like Workato / Mule / Boomi etc?*

How many years of experience in facilitating 1:many customer success programs, like conducting webinars etc? *

Summarize your experience in working with customers in strategic 1:1 engagements for high-impact customer objectives.*

Summarize your experience with a portfolio of many customers to increase adoption, deepen engagement, and grow retention rates.*

What is your expected yearly CTC?*

• * *

Demographic and Self-Identification Questions (APJ)

Workato fosters an environment where diversity is celebrated and employees feel a sense of community and belonging. Our ability to win together as a team and to better each other is strengthened through our global perspectives, cultures, and identities. Your responses to the following questions are used (in aggregate only) for anonymized reporting related to our diversity and inclusion efforts. Your responses will not be associated with your specific application, will not be shared with the hiring team, and will not in any way be used in the hiring decision.

I identify my gender as:*

Select...

I identify my ethnicity as: (mark all that apply)*

Select...

• * *

By checking this box, I consent to Workato collecting, storing, and processing my responses to the demographic data surveys above.*