Embedded Customer Success Manager

About WorkatoWorkato 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 .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 worldDeloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North AmericaQuartz ranked us the #1 best company for remote workersResponsibilitiesWorkato'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 SkillsExperience with successful product development, launch, and growthBackground in business planning process development and evolutionInvolvement in the development or execution of sales enablement strategiesStrong background in designing and implementing technical solutionsGood understanding of the software development lifecycleTrack record of delivering on ambitious renewal rates, consumption goals and other key company objectives3+ years of experience in product management, consulting, or customer successBSBA or equivalent educationAwareness of how to create compelling pricing strategiesFamiliarity with developing marketing plansExcellent problem-solving and troubleshooting skillsEscalation management experienceAdoption plan developmentSoft Skills Personal CharacteristicsAwareness of how to create compelling pricing strategiesFamiliarity with developing marketing plansExcellent problem-solving and troubleshooting skillsEscalation management experienc

Created: 2025-02-17