Customer Success Operations Associate

About Workato

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:

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Business Insider named us an “enterprise startup to bet your career on”

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Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

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Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

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Quartz ranked us the #1 best company for remote workers

Responsibilities

We are seeking an exceptional Customer Success Operations Associate to join our expanding team. In this role, you will:

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Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams

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Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes

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Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner

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Utilize OpenAI/Claude extensively to modernize and improve day-to-day operations

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Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations

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Write extensive business process and technical documentation for existing and new processes

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Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems

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Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks

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Take ownership of daily and weekly tasks that bolster various business processes

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Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements

Requirements

Qualifications / Experience / Technical Skills

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Education: Bachelor's degree required. Business or technical focus preferred

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Able to commit to a 12 month role

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Diligent thinker who gets things done without overlooking important details

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Strong quantitative capabilities with a passion for numbers and analytics

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Intermediate SQL knowledge

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Very strong in AI prompting and creative application of AI

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Hyper organized

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Experience working with CRMs, preferably Salesforce

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Experience automating business processes, preferably with Workato

Soft Skills / Personal Characteristics

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Self-starter with the ability to drive projects from inception to completion.

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Natural drive for innovation and creative problem-solving.

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Exceptional attention to detail and follow-through.

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Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills.

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Manage multiple concurrent projects with various deadlines.

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Strong analytical skills, adept at pulling, analyzing, and communicating business insights.

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