Embedded Customer Success Manager

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

Note: You are expected to work in sync with U.S. business hours (EST/PST).

Responsibilities

Workato is seeking an exceptional Customer Success Manager to join our Embedded Business Unit, partnering with customers who integrate Workato into their core products—either as built-in features or complementary offerings. Reporting to the Director of Customer Success (Embedded), you will focus on driving high-impact outcomes across a portfolio of Growth segment customers.

• Own and manage a portfolio of 30–40 customers as their dedicated CSM, with a focus on increasing platform consumption, deepening engagement, and growing retention rates.
• Guide customers through every stage of their integration journey—from initial deployment and technical solution design to go-to-market (GTM) strategy and end-customer adoption.
• Understand each customer’s unique business objectives and success metrics, ensuring Workato’s platform is leveraged to achieve their desired outcomes.
• Drive adoption and value realization by helping customers unlock new business opportunities through connectivity to thousands of applications.
• Manage your book of business to support Workato’s net revenue retention and other key business metrics, ensuring mutual success.
• Leverage data, tools, and technology to deliver value at scale through 1:many success programs, including custom group trainings, webinars, targeted video engagement, and tailored collateral.
• Collaborate cross-functionally to develop strategic consulting, technical solutioning, and adoption plans that accelerate embedded integration product success.

We are looking for an ambitious CSM who thrives in a fast-paced environment and excels at strategic partnership, technical guidance, and driving scalable customer success programs.

Requirements

Qualifications / Experience / Technical Skills

• BS/BA or equivalent education
• 3+ years of experience in product management, consulting, or customer success
• Experience with successful product development, launch, and growth
• Background in business planning process development and evolution
• Involvement in the development or execution of sales enablement strategies
• Good understanding of the software development lifecycle
• Strong written and oral presentation skills, with the ability to effectively engage both business and technical stakeholders (from Developer to C-level)
• Track record of delivering on ambitious renewal rates, consumption goals and other key company objectives
• Confidence in serving multiple customer stakeholders and working to build communities of champions/advocates across large organizations

Soft Skills / Personal Characteristics

• Excellent interpersonal, communication, and persuasion skills
• Ability to take control of ambiguous situations and provide direction
• Strong problem solving and analytical thinking skills
• Excellent interpersonal, communication, and persuasion skills
• Project Management and storytelling skills
• Be a self-motivated team player who loves to drive impact beyond their current role
• Grit and resilience to manage occasional tough & complex situations