Delivery Manager, Professional Services

2 Months ago • 5 Years +

Job Summary

Job Description

The Delivery Manager will join the Professional Services team and play a key role in managing projects to guide customers on automation best practices, architecture patterns, and governance processes. They will assist in scaling their automation practice through initial and expansion services engagements. The primary goal is to help customers generate significant business value from their Workato investment by understanding and managing customers throughout their project lifecycle and driving adoption. This involves project execution, financial and resource management, agile project management, stakeholder communication, and thought leadership. The Delivery Manager will be responsible for project execution, managing budgets, and leading project-level engagements, along with developing customer relationships. They also need to contribute to team development and continuous improvement. The Delivery Manager should have experience in project management and delivering professional services.
Must have:
  • 5+ years of project management experience.
  • Experience in delivering professional services.
  • Experience managing project budgets up to $500k USD.
  • Experience with Agile Scrum and Waterfall.
Good to have:
  • Experience in commercial business accounts.
  • Demonstrated ability to develop director/VP-level relationships.
  • iPaaS or integration experience.

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 experienced Delivery Manager to join our Professional Services team. This role plays an integral role in managing projects that guide our customers on automation best practices, architecture patterns, governance processes, and helping them scale their automation practice through initial and expansion services engagements.

Workato Delivery Managers are essential to the growth of our SaaS business and play an integral role in helping organizations leverage and adopt our platform across the enterprise. As a Delivery Manager, you will have ownership of our customer's implementation journey from post-sales to go-live, while building trusted customer relationships including C-level.  The primary goal of the Delivery Manager is to help customers generate significant business value from their Workato investment. In doing so, you will be responsible for earning the right to be a trusted advisor by understanding and managing our customers throughout their project lifecycle and driving adoption.In this role, you will also be responsible to:

  • Project Execution & Delivery

    • Independently develop, manage, and execute project plans based on statements of work, ensuring alignment with customer business goals

    • Lead project-level engagements

    • Ensure successful project closure, aligning customer stakeholders and internal account teams on next steps

    • Proactively identify and assist in closing expansion opportunities in services and software

  • Financial & Resource Management

    • Manage project budgets up to $500k, ensuring projects remain within scope and budget

    • Monitor budgets closely and prepare change orders as needed

    • Oversee 5+ project resources across internal, partner, and customer teams (including onshore, nearshore, and offshore resources)

    • Anticipate resource availability issues, proactively creating backup plans

    • Identify and mitigate resource skill gaps, if applicable

  • Agile Project Management

    • Drive project timelines, prioritizing client need and adapting plans without oversight

    • Independently assess technical and non-technical risks, create mitigation plans, and communication risks effectively up to the director/VP level

    • Proactively engage cross-functional teams (product & engineering, support, etc.) to address risks before they escalate

  • Stakeholder Communication & Reporting

    • Deliver crisp, error-free weekly status reports to both internal and customer stakeholders

    • Lead status calls, ensuring alignment and next steps are clearly documented

    • Maintain rigorous PSA data hygiene, ensuring project data is up to date with minimal variance

    • Achieve high CSAT scores through excellent project execution and customer engagement

  • Thought Leadership & Industry Expertise

    • Evangelize Workato’s GEARS Framework and delivery methodology, coaching customers to become champions of their own automation strategy

    • Articulate Workato’s differentiation in the iPaaS space, comparing key product features to competitors

  • Team Development & Continuous Improvement

    • Contribute 1+ assets per quarter to enhance delivery methodology

    • Collaborate closely with pre-sales, sales, and customer success teams to drive customer success and business expansion

Requirements

Qualifications / Experience / Technical Skills

  • 5+ years of project management experience with a proven track record of success

  • 5+ years delivering professional services for a strategic consulting firm, large scale system integrator or professional services unit within a software company

  • Experience managing 2-3 project resources and project budgets up to $500k USD

  • Experience with common project management methodologies, including Agile Scrum and Waterfall.  Actively working on one (1) agile delivery methodology (SPC preferred, CSM, PSM, SAFE Agile, etc.) certification.  

  • Experience in commercial business accounts, with 1-3 enterprise accounts preferred

  • Demonstrated ability to develop and maintain director/VP-level relationships

  • Demonstrate high energy and have strong project management experience, including:

    • Project scoping & planning

    • Risk & change management

    • Status reporting

  • Proven ability to develop and maintain C-level relationships, establishing trust as a strategic advisor

  • Demonstrated ability to grow accounts (ARR) and expansion services

  • Track record of working cross-functionally within an organization to align on internal account strategy, serving as a key multiplier for business growth

  • iPaaS or integration experience preferred, with the ability to articulate common functional & non-functional requirements to various stakeholders

Soft Skills / Personal Characteristics

  • Ability to thrive in a fast-paced, high growth and unpredictable environment

(REQ ID: 1986)

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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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