Specialized Customer Success Manager, Workday
CLM (Evisort)
$95-142.6k
Enterprise AI platform for managing HR and finance
Job no longer available
Enterprise AI platform for managing HR and finance
1001+ employees
Job no longer available
$95-142.6k
1001+ employees
Company mission
To leverage the power of AI to elevate humans and supercharge work, moving business forever forward.
Role
Who you are
- 5+ years of experience in a customer-facing services role (Customer Success, Consulting, Engagement Management, or similar) within complex SaaS environments
- 3+ years of experience managing customer relationships focused on adoption, value realization, and long-term success
- 1+ years of Contract Lifecycle Management (CLM) experience required
- Proven ability to lead complex, strategic customer engagements with multiple stakeholders
- Strong experience using data and adoption metrics to assess maturity and tell a compelling value story
- Excellent verbal and written communication skills, including executive-level facilitation
- Demonstrated ability to collaborate effectively across Sales, Services, and Product
- Comfortable operating in evolving, incubating environments where motions are being refined and scaled
- Ability to travel up to 20%
What the job involves
- Join our team and experience Workday CLM (Evisort) within the Specialized Customer Success team in Workday’s Customer Success Center of Excellence organization (CoE)
- As a CLM Customer Success Manager, you’ll be part of a specialized team focused on driving deep, measurable adoption and value realization for AI-powered contract lifecycle management workflows
- We use a consistent Customer Success framework across Specialized CS that defines what “good” looks like for our customers: clear personas, adoption and health definitions, maturity milestones, and standard engagements that can scale across our portfolio
- Our global team is united in our mission to help customers realize meaningful value from Workday’s emerging, high-impact products
- Workday’s Contract Lifecycle Management (CLM) solution leverages cutting-edge AI technology to make contracts searchable, simplify deal-making processes, reduce costs, and manage risk
- By automating manual work, facilitating collaboration, and streamlining operations, CLM enables businesses to move faster and make better decisions
- The Specialized Customer Success Manager for CLM (Evisort) is a customer-facing role at the intersection of AI value realization, CLM transformation, and strategic Customer Success
- You will work in close collaboration with the Workday account team as a specialized overlay, bringing deep CLM domain expertise, product knowledge, and best practices to accelerate adoption and customer maturity against clearly defined success milestones
- Through structured engagements and ongoing partnership, you will influence retention, advocacy, and long-term customer success
- Serve as a strategic partner to customers, guiding them through workflow redesign, process optimization, and operating model shifts required to unlock the full value of CLM
- Design and own structured success and adoption plans aligned to the Specialized Customer Success framework (personas, adoption definitions, maturity milestones, and standard engagements), tailored to each customer’s starting point and objectives
- Lead proactive, planned customer engagements (e.g., onboarding, value realization, optimization, and roadmap alignment) that accelerate adoption and maturity
- Use product usage data, health indicators, and customer feedback to assess adoption, prioritize efforts, and adjust success plans based on what is driving measurable value
- Collaborate cross-functionally with Sales, Core Customer Success, Services, Product, and Operations to deliver cohesive, reusable engagement motions and ensure clear handoffs and ownership
- Act as a trusted advisor to senior stakeholders across Legal, Procurement, Finance, and IT, translating CLM capabilities into clear business value
- Prepare and deliver executive briefings that highlight progress, outcomes, risks, and opportunities
- Identify and cultivate customer champions and advocacy opportunities in partnership with Sales, Marketing, and Product
- Contribute to continuous improvement of Specialized CS motions by sharing learnings, refining playbooks, and helping standardize approaches that can scale without increasing cost to serve
- Expected Results Within 3–6 Months:
- Within your first 3–6 months, you are expected to:
- Develop deep working expertise in Workday CLM (Evisort) capabilities, workflows, personas, and common adoption patterns
- Independently manage a portfolio of customers with clear success plans mapped to defined Specialized CS motions
- Demonstrate measurable adoption and maturity progress, evidenced by improved usage, risk reduction, or value realization signals
- Establish strong, trusted relationships with customer executives and internal partners, with positive feedback on clarity of roles and engagement approach
- Actively participate in refining or validating at least one standardized CLM engagement motion that is repeatable and usable across the Specialized CS organization
- Help identify which CLM-specific motions are ready to scale or graduate as product maturity increases
Our take
Workday is a cloud-based software vendor that provides management of workforces and finances. The company uses a single database for workforce management and financial management to offer integration and optimize business intelligence across companies. It has added to the packages and tools it offers over the years, providing analytic options that allow companies to combine third-party data with information collected by Workday.
The company has also grown through acquisitions and partnerships to broaden its capabilities.. Most recently, in 2025 it purchases Sana, an AI-driven enterprise knowledge and learning platform, to create a "new front door for work". This acquisition allows Workday to integrate Sana's AI-powered search, agents, and learning capabilities with its own data and workflows, allowing employees to access information, automate tasks, and complete their day entirely within Workday.
Through a combination of strategic acquisitions and in-house development, WOrkday has built a comprehensive suite of HR, financial, and enterprise tools. By focusing on innovation and AI-driven workflows, the company continues to push productivity and decision-making for organizations worldwide. Building on this track record, Workday is very much positioned for even more growth, reinforcing its status as a leader in shaping the future of work.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Oct 2011
$85m
SERIES F
Apr 2009
$75m
SERIES E
Total funding: $215.3m
Company HQ
Pleasanton, CA
Leadership
Aneel Bhusri
(Co-Founder & Executive Chair)Annel began his career at Morgan Stanley as a Corporate Finance Analyst. He then spent nearly 6 years at PeopleSoft as a Senior VP before co-founding Workday in 2005, where he has served as the CEO ever since.
Carl Eschenbach
(CEO)Carl joined Workday in 2022 as Co-CEO, becoming CEO in 2024. He has also been a Partner at Sequoia Capital since 2016. Previously, he spent 14 years at VMware as President and COO and 3 years at Inktomi Corporation as the VP of North America Sales.
Peter Bailis
(CTO)Prior to joining Workday in 2025, People was a VP of Engineering at Google. He also previously founded Sisu Data, where he served as the CEO for over 5 years.
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