Engagement Manager at Workato

Palo Alto, California, United States

Workato Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Technology, Enterprise SoftwareIndustries

Requirements

  • 3+ years experience

Responsibilities

  • Identify services opportunities and generate services pipeline
  • Drive services sales cycles alongside enterprise software sales, working cross-functionally with our sales and customer success teams
  • At times, coach and guide internal teams on the services sales cycle and associated expectations
  • Maintain impeccable forecasting hygiene for professional services opportunities
  • Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, strategic goals, objectives, and desired business outcomes
  • Develop and manage a territory plan and a personalized account plan for each customer, which aligns with their business goals
  • Create a compelling vision and clearly communicate via services proposals our transformative solutions aimed at generating quantifiable success and business value from a customer's investment in the Workato’s Platform
  • Write statements of work (SOWs) and navigate legal reviews of such contracts
  • Conduct thorough knowledge transfer from pre-sales cycle knowledge to post-sales services team
  • Maintain client relationships throughout professional services engagements and engage customers, especially senior stakeholders, using a consultative approach that positions Workato and yourself as a long-term trusted advisor relationship
  • Develop a deep understanding of Workato’s proprietary framework (GEARS), and contribute to such frameworks by providing closed-loop feedback from implementations
  • Ensure customer satisfaction goals are exceeded or met on every services engagement
  • Be a Workato evangelist with the ability to discover and demonstrate how Workato can effectively help companies with their business automation needs across a broad set of industries through professional services engagements
  • Become the trusted advisor to customers and partners for advancing their automation and integration roadmaps
  • Contribute to the growth of our professional services department by creating or enhancing content such as presentations, templates, success stories, etc. for use by both customers and to enable our extended team
  • Contribute to enhance our delivery methodology, services practice and industry POV's

Skills

Services Sales
Pipeline Generation
Enterprise Software Sales
Cross-functional Collaboration
Customer Success
Sales Coaching

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.

Land your dream remote job 3x faster with AI