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
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
We are seeking an exceptional Customer Success Operations Associate to join our expanding team. In this role, you will:
Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams
Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes
Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner
Utilize OpenAI/Claude extensively to modernize and improve day-to-day operations
Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations
Write extensive business process and technical documentation for existing and new processes
Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems
Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks
Take ownership of daily and weekly tasks that bolster various business processes
Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements
Education: Bachelor's degree required. Business or technical focus preferred
Able to commit to a 12 month role
Diligent thinker who gets things done without overlooking important details
Strong quantitative capabilities with a passion for numbers and analytics
Intermediate SQL knowledge
Very strong in AI prompting and creative application of AI
Hyper organized
Experience working with CRMs, preferably Salesforce
Experience automating business processes, preferably with Workato
Self-starter with the ability to drive projects from inception to completion.
Natural drive for innovation and creative problem-solving.
Exceptional attention to detail and follow-through.
Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills.
Manage multiple concurrent projects with various deadlines.
Strong analytical skills, adept at pulling, analyzing, and communicating business insights.
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Skills Required
- Bachelor's degree
- Intermediate SQL knowledge
- Experience working with CRMs, preferably Salesforce
- Experience automating business processes, preferably with Workato
What We Do
The leader in enterprise automation, Workato helps organizations work faster and smarter without compromising security and governance. Built for Business and IT users, Workato is trusted by over 7,000 of the world's top brands like Gitlab, Toast, Broadcom, Intuit, Autodesk, and HubSpot. Leaders use Workato to automate key processes like Order to Cash, Speed to Lead, HR Onboarding and Offboarding and more.
Why Work With Us
Here at Workato, we are a team moved by innovation — a passion to create the best possible way and the drive to continue to make it better. We also believe in the power of our team, knowing that we only succeed if we all succeed together. Our team uses seven operating principles to help us make better decisions, work as a team, and have fun.
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