Senior Customer Success Manager, Embedded


Mountain View, CA, US
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 05/18/2024
  • Website:
  • Company Address: 215 Castro St, Suite 300, Mountain View, California 94041, US
  • Salary Range: $50,000 - $150,000

About Workato

Workato® makes the creation and implementation of automations 10X faster than traditional platforms. As the leader in AI-powered enterprise automation, we enable enterprises to automate their business processes across the organization by integrating their applications, data, and experiences.

Job Description

About Workato

Workato is the only integration and automation platform that is as simple as it is powerful — and because it’s built to power the largest enterprises, it is quite powerful.

Simultaneously, it’s a low-code/no-code platform. This empowers any user (dev/non-dev) to painlessly automate workflows across any apps and databases.

We’re proud to be named a leader by both Forrester and Gartner and trusted by 7,000+ of the world's top brands such as Box, Grab, Slack, and more. But what is most exciting is that this is only the beginning.
Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

    Business Insider named us an “enterprise startup to bet your career on”

    Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

    Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

    Quartz ranked us the #1 best company for remote workers


Workato’s fastest growing business unit works with customers that embed Workato into their core product and include it or sell it as a companion product.  We work with customers to help them develop a business plan, build the product, and design a Go to Market strategy that will get their customers excited about deploying integrations and automations. We’re looking for an ambitious Customer Success Manager that is experienced at providing guidance on business strategy, designing technical solutions, and establishing successful adoption plans.

As a Customer Success Manager in Workato’s Embedded Business Unit you will be responsible for guiding customers along their journey to ensure they successfully develop their integration product, sell and deploy it, and drive adoption among end customers. This starts with understanding the Executive Sponsor’s goals and how they measure success.  A CSM is also responsible for ensuring that the customer team is fully enabled on the platform and has thoughtfully considered the best way to design and build the technical solution.  In addition, CSMs are responsible for developing meaningful relationships with Executive Sponsors, Champions, and individuals at all levels of the customer’s organization. Ultimately, the CSM is responsible for helping customers achieve their goals and managing their book of business in a way that helps Workato achieve its net revenue retention and other key business metrics.

    Experience with successful product development, launch, and growth

    Background in business planning process development and evolution

    Involvement in the development or execution of sales enablement strategies

    End to end Beta program development and execution

    Strong background designing and implementing technical solutions

    Good understanding of the software development lifecycle

    Ability to take control of ambiguous situations and provide direction

    Excellent interpersonal, communication, and persuasion skills

    Track record of delivering on ambitious renewal rates, consumption goals and other key company objectives

    7+ years of experience in product management, consulting, or customer success

    BS/BA or equivalent education; MBA preferred


    Awareness of how to create compelling pricing strategies

    Familiarity with developing marketing plans

    Excellent problem solving and troubleshooting skills

    Escalation management experience

    Adoption plan development

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.