Embedded Customer Success Manager

Posted 3 Days Ago
Be an Early Applicant
New York, NY
Mid level
Cloud • Enterprise Web • Information Technology • Productivity • Software
Workato helps companies integrate anything and automate everything.
The Role
As an Embedded Customer Success Manager at Workato, you will guide customers through developing their integration products, ensuring successful adoption and deployment. Responsibilities include understanding customer goals, enabling teams on the platform, establishing relationships with key customer stakeholders, and helping achieve company objectives related to retention and consumption.
Summary Generated by Built In
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

Workato’s fastest-growing business unit works with customers who embed Workato into their core product and include it or sell it as a companion product.  We work with customers to help them develop a business plan, build the product, and design a go-to-market strategy for our customers to be able to monetize their Workato integrations. We’re looking for an ambitious Customer Success Manager that is experienced at providing guidance on business strategy, designing technical solutions, and establishing successful adoption plans.

As a Customer Success Manager in Workato’s Embedded Business Unit you will be responsible for guiding customers along their journey to ensure they successfully develop their integration product, sell and deploy it, and drive adoption among end customers. This starts with understanding the Executive Sponsor’s goals and how they measure success. A CSM is also responsible for ensuring that the customer team is fully enabled on the platform and has thoughtfully considered the best way to design and build the technical solution. In addition, CSMs are responsible for developing meaningful relationships with Executive Sponsors, Champions, and individuals at all levels of the customer’s organization. Ultimately, the CSM is responsible for helping customers achieve their goals and managing their book of business in a way that helps Workato achieve its net revenue retention and other key business metrics.

RequirementsQualifications / Experience / Technical Skills

  • 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

  • Strong background in designing and implementing technical solutions

  • Good understanding of the software development lifecycle

  • Track record of delivering on ambitious renewal rates, consumption goals and other key company objectives

  • 3+ years of experience in product management, consulting, or customer success

  • BS/BA or equivalent education

  • Awareness of how to create compelling pricing strategies

  • Familiarity with developing marketing plans

  • Excellent problem-solving and troubleshooting skills

  • Escalation management experience

  • Adoption plan development

Soft Skills / Personal Characteristics

  • Awareness of how to create compelling pricing strategies

  • Familiarity with developing marketing plans

  • Excellent problem-solving and troubleshooting skills

  • Escalation management experienc

The Company
HQ: Mountain View, CA
650 Employees
Hybrid Workplace
Year Founded: 2013

What We Do

The leader in enterprise automation, Workato helps organizations work faster and smarter without compromising security and governance. Built for Business and IT users, Workato is trusted by over 7,000 of the world's top brands like Gitlab, Toast, Broadcom, Intuit, Autodesk, and HubSpot. Leaders use Workato to automate key processes like Order to Cash, Speed to Lead, HR Onboarding and Offboarding and more.

Why Work With Us

Here at Workato, we are a team moved by innovation — a passion to create the best possible way and the drive to continue to make it better. We also believe in the power of our team, knowing that we only succeed if we all succeed together. Our team uses seven operating principles to help us make better decisions, work as a team, and have fun.

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