Customer Success Manager, Workday
$94.6-141.9k
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
$94.6-141.9k
1001+ employees
Company mission
To leverage the power of AI to elevate humans and supercharge work, moving business forever forward.
Role
Who you are
- 3+ years of functional HCM or Financial domain experience. Experience in SaaS preferred
- 3+ years proven experience supporting customer CSM engagements and deliverables
- 3+ years' experience in a customer-facing professional services role (consulting, implementation, project or account management)
- Experience operating at a high level in a Team environment
- Ability to be extraordinarily collaborative with peers
- Experience working with the office of the CFO (Controller, VP of Finance, etc.), or Office of the CHRO preferred
- Previous experience with issue resolution and escalation management at both the business owner and executive levels
- Proven track record to collaborate and build strong relationships with customers, and peers
- Proven ability to engage across corporate functions (Sales, Professional Services and Product Management)
- Excellent verbal and written communication skills, including the ability to chair meetings with executive leadership, host webinars
- Excellent organization, time management, and communication skills
- Critical skills to possess: Data Analysis, Influencing Others, and Critical Thinking
What the job involves
- Customer Success is a key role to ensure Workday's customers are getting the most business value from our products and services
- The team are key players in the support of our customers on their Workday journey
- They are advisors and facilitators to our customers' adoption path, partnering across Customer Experience and Product management to help customers achieve maximum value from Workday
- They are responsible for working within a team to handle a territory of customers, supporting them through defined Lifecycle Engagements and internal and external requests Customer Success, and bringing depth to those engagements representing Workday's offering to our clients in cooperation with our Customer base team
- The Customer Success Manager (CSM) plays a critical role in the success and execution of how our customers adopt and derive value from our products at Workday
- As a CSM, you will advocate on behalf of Workday customers and take a team-based approach to helping customers succeed with Workday
- You will work directly with customers to improve their overall customer experience, working one-on-one with customers who request a more personalized dialogue beyond the already established one-to-many communication channels
- As a CSM, you will ensure the maximum value is derived from our products and services by quantifying the value, driving adoption, sharing best practices, answering business questions, identifying opportunities, and developing strategic goals and objectives
- Handling overall responsibility for managing the defined customer engagements over their lifecycle
- Establishing a trusted adviser and consultative approach to engagements that works to ensure customer's overall satisfaction and adoption with our products
- Acting as a liaison between product management and the customer with a focus on communicating the Workday roadmap and how the roadmap will influence customer business priorities
- Developing success plans for customers that outline their critical success factors, metrics for success, potential issues, and provide recommendations
- Prioritizing and driving resolution on escalated customer issues
- Monitoring and facilitating the customer's adoption of our solution features and functionality while providing Workday with an understanding of their overall business needs as they relate to our products
- Demonstrate competency in the Workday product suite - Financials, HCM, and Payroll
- Work with customer stakeholders, including Executives and Workday teams to identify/resolve all issues that could impact satisfaction
- Ensure the client takes advantage of Workday best practices
- We are looking for people who have a combination of domain expertise (Human Resources, Accounting, and/or Business Analytics), understanding of enterprise applications, and customer management at a high level
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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