Customer Success Manager at Workato

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Enterprise Software, SaaSIndustries

Requirements

3+ years of experience in customer-facing roles
High level of technical acumen to engage in discussions with customers who are very systems minded
Ability to connect technical capabilities to measurable business outcomes
Familiarity with integration technology landscape
Strong sense of customer empathy and being customer-centered
Excellent interpersonal, communication, and persuasion skills
Strong problem solving and analytical thinking skills

Responsibilities

Own a portfolio of 70 Growth customers as their dedicated CSM to increase consumption, deepen engagement, and grow retention rates
Work directly with Workato’s Growth customers to help them achieve their desired outcomes and achieve success with Workato
Proactively drive implementation of new use cases with Workato, identifying new department and product capability whitespace for customers
Influence customers in their automation, orchestration, and agentic roadmap planning as it relates to Workato
Contribute to overall team strategy and ongoing 1:many customer engagements
Leverage tools and technology to deliver value to multiple accounts at once through 1:many programs, such as custom group trainings/webinars, new collateral, targeted video engagement, and Workato integrations
Represent the voice of the customer and influence the product development roadmap

Skills

Key technologies and capabilities for this role

Customer SuccessProduct AdoptionAccount ManagementCustomer EngagementRenewal ManagementExpansion Strategies

Questions & Answers

Common questions about this position

What is the salary range for the Customer Success Manager position?

This information is not specified in the job description.

Is this Customer Success Manager role remote-friendly?

Workato is recognized as the #1 best company for remote workers by Quartz, indicating a strong remote work policy.

What key responsibilities does the Customer Success Manager handle?

The role involves owning a portfolio of 70 Growth customers to increase consumption and retention, working directly with customers to achieve outcomes, and proactively driving new use cases while identifying expansion opportunities.

What is the company culture like at Workato?

Workato fosters a flexible, trust-oriented culture that empowers employees to take full ownership, driven by innovation and team players, while balancing productivity with self-care.

What makes a strong candidate for this Customer Success Manager role?

Strong candidates are team players eager to build the company, capable of owning a portfolio of 70 customers, driving product adoption and retention in a high-volume Growth segment, and facilitating strategic success programs.

Workato

Cloud-based automation and integration platform

About Workato

Workato provides a cloud-based platform for automating and integrating business processes using artificial intelligence. The platform helps organizations improve efficiency by unifying integration and automation, which reduces the complexity of using multiple tools and helps eliminate data silos. Workato's features include automated ticket escalation, threat detection, compliance management, and support for remote work, making it suitable for businesses of all sizes. The company operates on a subscription model, allowing clients to access its services for a recurring fee, which supports steady revenue growth. A standout feature, AI@Work, enables users to create intelligent systems by incorporating AI into their operations, making technology more accessible and facilitating business transformation. Workato's platform is designed to adapt to changing business needs while lowering operational costs and speeding up the implementation of integrations and automations.

Mountain View, CaliforniaHeadquarters

2013Year Founded

$403.7MTotal Funding

SERIES_ECompany Stage

Enterprise Software, AI & Machine LearningIndustries

1,001-5,000Employees

Benefits

Flexible working arrangements

EAP

Health insurance

Stock options

Professional development

PTO

Company events & recreation time

Risks

Emerging AI-driven platforms may erode Workato's market share with competitive pricing.

Rapid AI advancements require Workato to invest heavily in R&D to stay competitive.

Economic downturns could reduce client spending on Workato's subscription services.

Differentiation

Workato offers AI-driven automation with a focus on security and governance.

The platform supports low-code/no-code integrations, empowering non-technical users.

Workato's Virtual Private Workato caters to highly regulated industries with stringent security needs.

Upsides

Growing demand for AI-driven automation in healthcare boosts Workato's market potential.

Hybrid work models increase the need for Workato's remote work helpdesk features.

Rising interest in low-code/no-code platforms aligns with Workato's AI@Work feature.

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