Engagement Manager

Reposted 17 Days Ago
Be an Early Applicant
Palo Alto, CA
In-Office
Mid level
Cloud • Enterprise Web • Information Technology • Productivity • Software
Workato helps companies integrate anything and automate everything.
The Role
The Engagement Manager will drive services sales, maintain client relationships, develop territory and account plans, and ensure customer satisfaction through consultative engagement.
Summary Generated by Built In
About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at 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

Responsibilities

We are looking for an exceptional Engagement Manager to join our growing team. In this role, you will be responsible to:

  • Identify services opportunities and generate services pipeline.

  • Drive services sales cycles alongside enterprise software sales, working cross-functionally with our sales and customer success teams

  • At times, coach and guide internal teams on the services sales cycle and associated expectations

  • Maintain impeccable forecasting hygiene for professional services opportunities

  • Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, strategic goals, objectives, and desired business outcomes

  • Develop and manage a territory plan and a personalized account plan for each customer, which aligns with their business goals.

  • Create a compelling vision and clearly communicate via services proposals our transformative solutions aimed at generating quantifiable success and business value from a customer's investment in the Workato’s Platform

  • Write statements of work (SOWs) and navigate legal reviews of such contracts

  • Conduct thorough knowledge transfer from pre-sales cycle knowledge to post-sales services team

  • Maintain client relationships throughout professional services engagements and engage customers, especially senior stakeholders, using a consultative approach that positions Workato and yourself as a long-term trusted advisor relationship

  • Develop a deep understanding of Workato’s proprietary framework (GEARS), and contribute to such frameworks by providing closed-loop feedback from implementations

  • Ensure customer satisfaction goals are exceeded or met on every services engagement

  • Be a Workato evangelist with the ability to discover and demonstrate how Workato can effectively help companies with their business automation needs across a broad set of industries through professional services engagements

  • Become the trusted advisor to customers and partners for advancing their automation and integration roadmaps

  • Contribute to the growth of our professional services department by creating or enhancing content such as presentations, templates, success stories, etc. for use by both customers and to enable our extended team

  • Contribute to enhance our delivery methodology, services practice and industry POV's

RequirementsQualifications / Experience / Technical Skills:
  • 3+ years experience selling professional services unit within a software company, for a strategic consulting firm, or for large scale system integrator
  • Experience in writing statements of work (SOWs) and navigating through complex, enterprise legal processes
  • Demonstrated ability to develop and maintain C-level relationships that recognize you as a trusted advisor
  • Experience fostering and growing accounts
  • Highly collaborative and excels in complex, matrixed environments
  • Ability to travel up to 50%

Preferred:

  • iPaaS sales experience

  • Project and/or account management experience

  • Experience having worked in a start-up environment

  • PMP or Scrum certifications

  • High-level understanding of key applications such as Salesforce, Netsuite, Workday, ServiceNow, SAP, EBusiness Suite, Databases

  • Experience in enterprise business accounts

  • Track record of continuous learning of new technologies

  • Track record of driving software expansions as a result of professional services engagements


Soft Skills / Personal Characteristics
  • Ability to thrive in a fast-paced, high growth and unpredictable environment

  • Communication skills to effectively communicate with technical and business stakeholders alike

  • Strong interpersonal skills with the ability to convey and relate ideas to others and work in a collaborative and cross-functional environment

  • Excellent verbal and written communication skills and the ability to communicate ideas visually and create and conduct professional presentations

  • Self-starter and ability to work independently and as part of a distributed team, and willingness to take ownership of situations and problems

For California applicants, the base pay for this role may range between $120,000 - $160,000 plus commissions, benefits, perks, and equity.

(REQ ID: 2288)

Top Skills

Ebusiness Suite
NetSuite
Salesforce
SAP
Servicenow
Workday
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The Company
HQ: Mountain View, CA
650 Employees
Year Founded: 2013

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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