Customer Success Manager

1 hour, 11 minutes ago
Full-time
Senior
Customer and Technical Support
Workato

Workato

Workato is the Enterprise Automation Platform that enables seamless integration and automation of workflows for both business and IT teams, utilizing AI-powered technology for efficient outcomes.

IT Services
251-1K
Founded 2013
$415M raised

Description

  • Own a portfolio of assigned customer accounts across different market sizes, industries, and levels of complexity.
  • Drive customer value realization, platform adoption, retention, growth, and satisfaction.
  • Develop deep expertise in Workato’s value proposition, enterprise automation, orchestration, and AI offerings, and guide customers on their AI roadmap.
  • Build and maintain strategic relationships with customers to review progress against business and technical objectives.
  • Engage senior customer executives through customer objectives reviews and executive business reviews.
  • Understand customer business goals and use cases to create plans that expand product usage across teams and functions.
  • Create customer assets such as Joint Success Plans that map Workato progress to customer business initiatives and deployment plans.
  • Monitor customer outcomes and communicate value internally and externally to key stakeholders.
  • Serve as the primary escalation point for customer issues and coordinate resolution of customer requests.
  • Partner with internal stakeholders to mitigate risk, improve customer experience, and unlock growth.
  • Manage the book of business with accurate reporting, growth plans, mitigation plans, and required documentation.
  • Contribute to Customer Success playbooks, process innovation, and operational efficiency.
  • Run hackathons and bootcamps to increase adoption and consumption.
  • Support sales activities to drive revenue growth and customer expansion.

Requirements

  • Bachelor’s degree or equivalent technical education; MBA is a plus.
  • 5+ years of professional experience in consulting, customer success, client relationship management, or technical account management.
  • Demonstrated track record of increasing adoption, revenue retention, and net revenue retention (NRR) growth.
  • Prior experience as a Senior CSM, Account Manager, or Sales Executive in a large PaaS environment is preferred.
  • Experience managing a portfolio of accounts with ARR ranging from approximately $100K to multi-million-dollar accounts.
  • Strong written and oral presentation skills for both business and technical audiences, from developer to C-level.
  • Ability to work with multiple stakeholders and build communities of champions across large organizations.
  • Experience in integration and/or business automation; familiarity with related business functions such as HR, Finance, Marketing, Sales, and Post-Sales Customer Organizations is a plus.
  • Prior experience in digital transformation and/or consulting firms is preferred.
  • Strong familiarity with the AI ecosystem, including market trends, implementation challenges, and AI-driven solutions.
  • Fluency in English, both written and spoken.
  • Ability to navigate ambiguity, build consensus, foster accountability, and work with urgency.
  • Strong customer empathy, interpersonal communication, problem-solving, analytical thinking, storytelling, and attention to detail.
  • Entrepreneurial drive, resilience, and comfort working in ambiguous, fast-changing environments.
  • Passion for automation, technology, and learning new solutions to create business value.

Benefits

  • Flexible, trust-oriented culture with strong ownership.
  • Support for balancing productivity with self-care.
  • Vibrant and dynamic work environment.
  • A wide range of employee benefits for both work and personal life.
  • Recognized as a remote-friendly workplace, including being ranked the #1 best company for remote workers by Quartz.

Interested in this position?

Apply directly on the company website

Apply Now

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