Intern, Customer Success at Workato

Boston, Massachusetts, United States

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Not SpecifiedCompensation

InternshipExperience Level

InternshipJob Type

UnknownVisa

Technology, SaaSIndustries

Requirements

Bachelor's degree required. Business or technical focus preferred
Able to commit to a 6-12 month role and a 40 hour work week
Experience working with Salesforce
Experience automating business processes, preferably with Workato
Diligent thinker who gets things done without overlooking important details
Strong quantitative capabilities with a passion for numbers and analytics
Intermediate SQL knowledge
Strong in AI prompting and creative application of AI
Hyper organized
Self-starter with the ability to drive projects from inception to completion
Natural drive for innovation and creative problem-solving
Exceptional attention to detail and follow-through
Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills
Manage multiple concurrent projects with various deadlines
Strong analytical skills, adept at pulling, analyzing, and communicating business insights

Responsibilities

Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams
Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes
Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks
Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner
Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations
Write extensive business process and technical documentation for existing and new processes
Utilize OpenAI/Claude or internal AI capabilities to modernize and improve day-to-day operations
Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems
Take ownership of daily and weekly tasks that bolster various business processes
Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements

Skills

SaaS

Customer Success

KPIs

Metrics

Operations

Strategic Initiatives

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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