Jobs · Customer Service · California

Senior Customer Success Manager

Workato · Palo Alto, CA · 2 wk ago
Customer ServiceFull-time

Responsibilities

  • Work with customers to ensure the success and adoption of the Workato Intelligent Automation Platform.
  • Be responsible for the success of an assigned set of customer onboardings in a timely and productive manner.
  • Develop and maintain strategic business relationships with customers to drive adoption and retention.
  • Provide technical Workato product expertise.
  • Be the expert in deployment models and governance structures and share best practices from a business and technical perspective.
  • Educate People, Marketing, Sales, Customer and Finance Operations on the business value achieved through automating their processes.
  • Develop and implement processes and programs to increase usage of the product within the current group and drive cross-sell opportunities within other groups.
  • Actively coach and mentor the broader CSM team, contributing to overall team development.
  • Act as the primary point of escalation when customer issues arise, troubleshoot, and ensure quick resolution.
  • Provide quantitative/qualitative analysis to inform team decision-making and product roadmap.
  • Become the trusted customer advisor and be the customer advocate within Workato.
  • Be available to work US hours.

Requirements

  • BS or equivalent education
  • 5+ years of experience in consulting, customer success management and technical account management.
  • Prior experience as a Account Executive, Senior Member of a large consulting firm or CSM in SaaS/iPaaS preferred.
  • Experience in Integration and/or business automation.
  • Understanding of large complex businesses with many stakeholders.
  • Awareness of each of the following roles day to day processes and expertise in several; People (HR), Finance, Marketing, Sales, and Post Sales Customer Organizations.
  • Comfortable operating with revenue targets.
  • Impressive track record of high customer retention and growth.
  • Strong sense of customer empathy and customer-centrism.
  • Excellent interpersonal and communication skills.
  • Strong problem solving and analytical thinking.
  • Entrepreneurial drive and comfort working in ambiguous, quickly-changing environments.
  • A passion for and belief in the power of automation to drive business value.
  • Prior Experience in Digital Transformation preferred.
  • Experience in Integration and/or business automation.
  • Past lead experience is a plus.

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