Intern, Customer Success

Workato transforms technology complexity into business opportunity, leading in enterprise orchestration with its AI-powered platform. The company helps businesses streamline operations by connecting data, processes, applications, and experiences. This Customer Success Operations Intern role involves learning SaaS business KPIs, collaborating with various teams to improve customer outcomes, translating business needs into scalable operational solutions, and providing day-to-day operational support. The intern will also become proficient in the Workato platform, write documentation, and utilize AI capabilities.

Must Have

• Learn how SaaS businesses work and key KPIs for post sales teams
• Collaborate with various teams to support strategic initiatives
• Translate new business needs into scalable operational solutions
• Provide day-to-day operational support to CS teams & Operations leadership
• Become proficient in the Workato platform
• Write extensive business process and technical documentation
• Utilize OpenAI/Claude or internal AI capabilities to modernize operations
• Partner closely with the CS Data Analytics team to improve upstream data accuracy
• Take ownership of daily and weekly tasks
• Help with rigorous UAT before deploying new analysis or process improvements
• Bachelor's degree required
• Commit to a 6-12 month role and a 40 hour work week
• Experience working with Salesforce
• Intermediate SQL knowledge
• Strong in AI prompting and creative application of AI

Good to Have

• Business or technical focus for Bachelor's degree
• Experience automating business processes, preferably with Workato
• Diligent thinker who gets things done without overlooking important details
• Strong quantitative capabilities with a passion for numbers and analytics
• Hyper organized
• Self-starter with the ability to drive projects from inception to completion
• Natural drive for innovation and creative problem-solving
• Exceptional attention to detail and follow-through
• Excellent interpersonal skills, high energy, and enthusiasm
• Team-oriented, with strong cross-group collaboration skills
• Ability to manage multiple concurrent projects with various deadlines
• Strong analytical skills, adept at pulling, analyzing, and communicating business insights

Perks & Benefits

• Flexible, trust-oriented culture
• Empowerment to take full ownership of roles
• Driven by innovation
• Team players who want to actively build the company
• Balancing productivity with self-care
• Vibrant and dynamic work environment
• Multitude of benefits

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 seeking an exceptional Customer Success Operations Intern to join our expanding team. In this role, you will: * Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams * Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes * Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks * Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner * Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations * Write extensive business process and technical documentation for existing and new processes * Utilize OpenAI/Claude or internal AI capabilities to modernize and improve day-to-day operations * Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems * Take ownership of daily and weekly tasks that bolster various business processes * Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements ## Requirements ### Qualifications / Experience / Technical Skills * Education: Bachelor's degree required. Business or technical focus preferred * Able to commit to a 6-12 month role and a 40 hour work week * Experience working with Salesforce * Experience automating business processes, preferably with Workato * Diligent thinker who gets things done without overlooking important details * Strong quantitative capabilities with a passion for numbers and analytics * Intermediate SQL knowledge * Strong in AI prompting and creative application of AI * Hyper organized ### Soft Skills / Personal Characteristics * Self-starter with the ability to drive projects from inception to completion. * Natural drive for innovation and creative problem-solving. * Exceptional attention to detail and follow-through. * Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills. * Manage multiple concurrent projects with various deadlines. * Strong analytical skills, adept at pulling, analyzing, and communicating business insights.