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Enterprise Customer Success Manager

July 7, 2025July 7, 2025

Enterprise Customer Success Manager

CompanyWorkato
LocationPalo Alto, CA, USA
Salary$118000 – $118000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • BS or equivalent education
  • 7+ years of professional experience in consulting, customer success, client relationship or technical account management roles with a demonstrated track record of increasing adoption, revenue retention, and customer satisfaction. Experience managing a portfolio of enterprise accounts, with account ARR ranging from ~$200k to multi-million ARR across the Forbes Global 2000 companies
  • Track record of successfully navigating ambiguity, building consensus, fostering accountability, and working with urgency to deliver customer outcomes
  • Strong written and oral presentation skills, with the ability to effectively engage both business and technical stakeholders (from Developer to C-level)
  • Confidence in serving multiple customer stakeholders and working to build communities of champions/advocates across large organizations
  • Experience in Integration and/or business automation. Awareness of processes and roles in these domains would be a plus; People (HR), Finance, Marketing, Sales, and Post Sales Customer Organizations

Responsibilities

  • Own a portfolio of assigned accounts that may vary in market size, industry, and complexity, with a focus on ensuring value realization through the use of Workato platform, increasing adoption across variety of business and functional units, ensuring retention, supporting growth, and overall customer satisfaction
  • Develop a strong command of Workato’s unique value propositions, the business value our key capabilities drive, our approach to Enterprise Automation, our customer use-cases/success stories and our best practices. Leverage the aforementioned knowledge and your technical Workato product expertise to guide the customer on their Enterprise Automation journey
  • Develop and maintain strategic business relationships with enterprise customers to drive adoption, assess and evangelize value received, and assist in revenue expansion. Establish regular touchpoints with the assigned customers per established practices, to review progress against strategic business and technical product objectives
  • Develop and maintain engagement with senior customer executives to understand their strategic objectives and position Workato for their transformation initiatives, including delivery of Customer Objectives reviews, Exec Business reviews, etc.
  • Develop a deep understanding of a customer’s business, use cases, and desired outcomes in order to guide them to achieve these via Workato’s product and services. Develop and drive programs to increase usage of the product within the current (landed) group and expand usage to other business groups/functions
  • Create customer assets, including Joint Success Plan, to be leveraged by our sponsors that outline progress with Workato mapped to their business initiatives, value, deployment plans, etc.
  • Monitor customers’ achievement of desired outcome and value, consistently and effectively telling the story of these both to internal stakeholders and externally to key customer stakeholders
  • Be the expert in deployment models and governance structures and share best practices from a business and technical perspective
  • Serve as the primary point of escalation when customer issues arise, and effectively prioritize and orchestrate resolution of customer requests or issues
  • Develop trusted and collaborative relationships with internal stakeholders and business partners; and champion customers internally in order to mitigate risk, improve customer experience, drive to value outcomes, and unlock growth
  • Professionally manage your book of business and provide periodic and accurate reporting, develop growth and risk mitigation plans, following our playbooks, best-practices and documentation requirement
  • Contribute to the development of Customer Success practice, develop playbooks, and drive process innovation and operational efficiency

Preferred Qualifications

  • Have prior experience as a Account Executive, Senior Member of SI/consulting firms or CSM in hyper-growth SaaS/iPaaS companies preferred
  • Have prior experience in leading/driving/consulting in Digital Transformation initiatives
  • Are in US/Canada Central or East Time Zones -or-
  • Are within driving distance to our United States office locations
  • Estimated 25% travel required


TaggedBachelor'sCustomer SuccessExpert or higherFinance & Operations & StrategySales & Account ManagementSeniorWorkato

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