Embedded Customer Success Manager

10 Minutes ago • 7 Years + • Customer Service

Job Summary

Job Description

Workato, a leader in enterprise orchestration, helps businesses streamline operations by connecting data, processes, applications, and experiences with its AI-powered platform. The Embedded Customer Success Manager will join Workato’s Embedded Business Unit, partnering with customers who integrate Workato into their core products. This role involves guiding customers through their integration journey, understanding their business objectives, enabling their teams, building strong relationships, and driving adoption to ensure both customer and company success.
Must have:
  • Guide customers through integration journey
  • Understand customer business objectives and success metrics
  • Enable and empower customer teams
  • Build and nurture strong relationships with stakeholders
  • Drive adoption and value realization
  • Manage book of business for net revenue retention
  • BS/BA or equivalent education
  • 7+ 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 sales enablement strategies development or execution
  • Good understanding of the software development lifecycle
  • Strong written and oral presentation skills
  • Track record of delivering on ambitious renewal rates and consumption goals
  • Confidence in serving multiple customer stakeholders and building communities of champions/advocates
Good to have:
  • Excellent interpersonal skills
  • Excellent communication skills
  • Persuasion skills
  • Ability to take control of ambiguous situations
  • Strong problem solving skills
  • Analytical thinking skills
  • Project Management skills
  • Storytelling skills
  • Self-motivated team player
  • Grit and resilience
Perks:
  • Flexible, trust-oriented culture
  • Empowerment to take full ownership of roles
  • Innovation-driven environment
  • Vibrant and dynamic work environment
  • Multitude of benefits
  • Recognized as an “enterprise startup to bet your career on” by Business Insider
  • Recognized as one of the top 100 private cloud companies by Forbes’ Cloud 100
  • Ranked 17th fastest growing tech company in Bay Area by Deloitte Tech Fast 500
  • Ranked #1 best company for remote workers by Quartz

Job Details

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

We are looking for an exceptional Customer Success Manager to join Workato’s Embedded Business Unit, you will partner with customers who integrate Workato into their core products—either as a built-in feature or as a complementary offering. This role will report to the Director of Customer Success (Embedded) and will play an integral role in working as a key advisor and advocate for your customers. Your primary focus will be to drive customer success by:

  • Guiding 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.
  • Understanding each customer’s unique business objectives and success metrics, ensuring that Workato’s platform is leveraged to achieve their desired business outcomes.
  • Enabling and empowering customer teams by providing best practices, training, and strategic guidance on building robust integration solutions.
  • Building and nurturing strong relationships with Executive Sponsors, Champions, and stakeholders at all organizational levels to foster alignment and long-term partnership.
  • Driving adoption and value realization by helping customers unlock new business opportunities through connectivity to thousands of applications.
  • Managing your book of business to support Workato’s net revenue retention and other key business metrics, ensuring both customer and company success.

We are seeking an ambitious CSM who excels at strategic consulting, technical solutioning, and orchestrating successful adoption plans for embedded integration products.

Requirements

Qualifications / Experience / Technical Skills

  • BS/BA or equivalent education
  • 7+ 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

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About The Company

Workato empowers enterprises to transform their business operations by orchestrating business processes end-to-end and operationalizing AI across the entire organization. Designed with best-in-class security and governance, scalability, performance, and availability, Workato’s low-code, no-code platform makes it easy for IT and business teams to orchestrate their applications, data, and experiences.


With our democratized approach to enterprise orchestration, business technologists are empowered to fuel their organization’s digital transformation. Workato is trusted by over 20,000 of the world's top brands, including Broadcom, Intuit, and Box.

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