Embedded Customer Success Manager

Workato delivers enterprise infrastructure for the agentic era, redefining iPaaS and helping enterprises unify data, applications, processes, and AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato’s cloud-native architecture connects every application, data source, and process to power real-time orchestration at scale. With enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business. To learn more, visit www.workato.com

Workato’s fastest-growing business unit works with customers who 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 for our customers to be able to monetize their Workato integrations. 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

• Strong background in designing and implementing technical solutions

• Good understanding of the software development lifecycle

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

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

• BS/BA or equivalent education

• 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

• 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