Senior Technical Consultant

Reposted 10 Days Ago
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San José, San José
In-Office
Senior level
Cloud • Enterprise Web • Information Technology • Productivity • Software
Workato helps companies integrate anything and automate everything.
The Role
The Senior Technical Consultant will guide customer integrations on the Workato platform, lead technical teams, and enhance consulting practices while mentoring team members.
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 Sr. Technical Consultant (Technical Lead) to join our growing team. In this role, you will assist customers in adopting the Workato platform for integration and automation from both business and technical perspectives, while also serving as the technical leader for a high-performing consulting team. You will be defining and driving best practices working with customer business and technical stakeholders. You will help Workato extend the functionality of our product and continuously improve our engagement best practices. In this role, you will also be responsible to:

  • Onboarding new customers onto Workato’s platform by providing technical consulting, guidance, and enablement to customers to achieve value quickly   

  • Engaging with customers to gather integration and automation requirements and leading the solution design process jointly with customers

  • Sharing best practices from a business and technical perspective, related to deployment models and governance structures

  • Working closely with Product and Engineering to review customer requirements and feedback, and identify opportunities for Workato platform enhancements, while managing customer expectations

  • Becoming a Workato evangelist with the ability to demonstrate how Workato can drive business automation in both direct deployments and embedded solutions across a broad set of industries

  • Becoming a trusted customer advisor and a customer advocate within Workato

  • Participating in and conducting post-onboarding deployment health checks and guidance on integration and process optimizations

  • Contributing to the growth of our technical consulting team by creating or enhancing content such as presentations, demos, best practices, architecture patterns, and online courses for use by both customers and enabling our extended team

  • Prioritizing and delivering an outstanding customer service experience to Workato customers

  • Manage multiple priorities and projects simultaneously, as well as any other duties that may be assigned from time to time

Technical Leadership & Team Enablement

(Up to 30% of time is expected to be dedicated to Technical Lead responsibilities in addition to core IC work)

  • Act as the first point of escalation for delivery-related blockers and guide team members through mitigation strategies.

  • Review technical deliverables and facilitate structured peer reviews to ensure solution quality and consistency.

  • Run or support enablement programs on advanced and upcoming platform features.

  • Mentor, coach, and onboard new team members; support their ongoing skill development.

  • Review and approve timecards, maintain the team skills matrix, and ensure alignment between demand and team capacity.

  • Conduct recurring account check-ins with consultants to understand progress, risks, and support needs; communicate these to TSMs.

  • Assign technical assistance requests and help balance workload across the team.

  • Partner with sales and customer success to prepare customers for onboarding

  • Partner with managers and department leaders on process improvements across delivery operations.

  • Share actionable insights for improving tooling, methodology, and team workflows.

RequirementsQualifications / Experience / Technical Skills
  • 8+ years of hands-on experience in integration solutions consulting and implementation

  • Knowledge and understanding of integrations and system design principles

  • Good understanding of technology and industry trends, especially in the app integration space

  • Demonstrated implementation of quality integration solutions by applying best practices 

  • Demonstrated good understanding of on-premise infrastructure & cloud-based deployments, configurations along with monitoring & management

  • Demonstrated understanding of the SDLC & end-to-end experience in developing, supporting & troubleshooting integrations

  • Demonstrated ability to create quality technical documentation 

  • Experience working with at least one (1) Integration Platforms such as Workato, Tray, TIBCO, Dell Boomi, MuleSoft, WebMethods, Oracle Integration Suite

  • Experience working with cloud business apps like Workday / NetSuite / Salesforce / Servicenow / SAP is a plus

  • Experience with web development frameworks and knowledge of JS frontend and backend is a plus

  • Experience with OEM or embedded SaaS solutions is a plus 

  • Experience embedding third-party integrations or iFrames into web app is a plus

  • Prior experience mentoring or coaching team members in a technical consulting or implementation environment.

  • Experience reviewing technical deliverables, architecture, or solution design work from peers or junior consultants.

  • Experience handling escalations or acting as a technical point-of-contact for critical delivery issues.

  • Exposure to resource planning, workload balancing, or managing team capacity.

Soft Skills / Personal Characteristics
  • Strong collaboration skills, ability to adapt to a dynamic start-up environment with a passion for making an impact

  • Critical thinking, and analytical skills with an entrepreneurial and proactive mindset

  • Ability to effectively prioritize tasks and manage time, even under high-pressure situations

  • Strong written and oral communication skills in English, with the ability to convey complex technical concepts effectively to a non-technical audience

  • Fast learner who can independently conduct extensive research and quickly synthesize ideas, information, and options

  • Be proactive about solving problems and be ready to take on additional initiatives and responsibilities as they emerge

  • Ability to guide, motivate, and support team members in both technical and project situations.

  • Strong situational judgment and ability to resolve conflicts or unblock delivery issues with minimal oversight.

  • Comfortable giving constructive feedback and facilitating peer reviews.

  • Strong organizational skills to manage multiple accounts, team check-ins, escalations, and internal processes simultaneously.

  • High empathy and emotional intelligence when coaching team members or handling sensitive discussions.

#LI-NJ1

(REQ ID: 2440)

Top Skills

Dell Boomi
JavaScript
Mulesoft
NetSuite
Oracle Integration Suite
Salesforce
SAP
Servicenow
Tibco
Tray
Webmethods
Workato
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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