Sr Customer Success Manager - Evisort

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About the Team

The Global Customer Success (GCS) team is dedicated to engaging every customer, ensuring they derive meaningful value throughout their journey with Evisort. Our focus on customer growth and innovation drives us to enhance product adoption, elevate customer outcomes, and secure renewals in close collaboration with our account teams. We meet each customer where they are and tailor our approach to meet their unique needs.
Evisort creates cutting-edge AI technology that makes contracts searchable and simplifies deal-making processes to supercharge business while helping to reduce costs and manage risk. We automate manual work, facilitate collaboration, and streamline operations so businesses can make better decisions.
Our commitment to fostering an inclusive, collaborative, and empowered environment for our Workmates enables us to innovate and consistently drive exceptional customer success!

About the Role

As a Customer Success Manager at Workday, you'll play a pivotal role in ensuring our most strategic customers realize maximum value from their Evisort investments through comprehensive adoption and value engagements. As their dedicated customer success manager, you will prioritize delivering exceptional experiences that support our customers throughout their business lifecycle. Through regular reviews and engagements, you will ensure your customers realize value and uncover adoption opportunities.

Responsibilities:

• Focused on high-touch, curated experiences for Evisort’s most strategic accounts working on engagements with high complexity and providing proactive and ongoing adoption and value engagements at key moments of our customers' journey

• Acting as a strategic partner with insights into customer’s objectives and driving product adoption by aligning Evisort’s features and functionality with customers' overall business needs

• Develop and maintain strategic success plans that align with the customers’ business objectives and/or company goals. 

• Collaborate with the customer to set clear, measurable goals and KPI’s that drive mutual success.

• Ability to understand and identify Evisort's services and offerings and how they help meet customer’s objectives leading to upsell opportunities

• Work on a diverse scope of situations where data analysis requires evaluation to prioritize and drive resolution

• Prepare and deliver executive briefings and reports for senior leadership, highlighting account achievements, challenges, and strategic opportunities (upsells; renewal strategies). 

• Acting as a liaison between product management and the customer with a focus on communicating the Evisort Roadmap and how this will influence customer activities

• Collaborating cross functionally with account team members to create a seamless & optimal customer experience.

• Creating customer champions and advocates

Expected results within 3-6 months:

• A proficient knowledge of Evisort products, services and offerings.

• Self-sufficient management of a portfolio of 7 customers in the United States.

• Detailed & prioritized account/success plan development, including product adoption strategies and the identification of any upsell opportunities or renewal strategies..

• Manage and establish customer relationships including key executives and decision makers 

• Timely execution of customer success engagements.

About You

Basic Qualifications:

• 5-10+ years in Customer Success, Consulting, and/or Engagement Management, with a proven ability to manage relationships in complex organizations, specifically within large enterprises, including Fortune 500 and Global 2000 customers.

• 5+ years experience in customer management within a software or SaaS environment, focusing on growth, adoption, retention, and issue resolution at both the business owner and senior executive levels.

• 5+ years Contracts Management experience required

• Bachelor degree or equivalent work experience; Business or Technical degree preferred

Other Qualifications:

• Consistent track record to collaborate and build positive relationships with customers including the executive level.

• Excellent verbal and written communication skills, including the ability to chair meetings with executive leadership.

• Demonstrated ability to engage positive relationships to collaborate across multiple company functions (Sales, Services and Product Management).

• Empathetic, positive attitude with a desire to help our customers reach their goals

• Highly organized and customer intuitive

• Ability to travel up to 10%

Posting End Date: 03/03/2025

The application deadline for this role is the same as the posting end date stated.

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below.  Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits in Canada, please click here. For more information regarding Workday’s comprehensive benefits in the US, please click here.

Primary Location: USA.CA.Pleasanton

Primary Location Base Pay Range: $127,500 USD - $191,300 USD

Additional CAN Location(s) Base Pay Range: $109,300 - $164,000 CAD

Our Approach to Flexible Work
 

With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

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