Customer Success Operations Associate at Workato

<div class="content-intro"><h1><span style="font-family: helvetica, arial, sans-serif;"><strong>About Workato</strong></span></h1> <p>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 <span><a href="http://www.workato.com" target="_blank">www.workato.com</a></span></p> <h1><strong>Why join us?</strong></h1> <p><span style="font-weight: 400;">Ultimately, Workato believes in fostering a </span><strong>flexible, trust-oriented culture that empowers everyone to take full ownership of their roles</strong><span style="font-weight: 400;">. We are driven by </span><strong>innovation </strong><span style="font-weight: 400;">and looking for</span><strong> team players </strong><span style="font-weight: 400;">who want to actively build our company.&nbsp;</span></p> <p><span style="font-weight: 400;">But, we also believe in </span><strong>balancing productivity with self-care</strong><span style="font-weight: 400;">. That’s why we offer all of our employees a vibrant and dynamic work environment </span><a href="http://www.workato.com/careers"><span style="font-weight: 400;">along with a multitude of benefits</span></a><span style="font-weight: 400;"> they can enjoy inside and outside of their work lives.&nbsp;</span></p> <p><span style="font-weight: 400;">If this sounds right up your alley, please submit an application. We look forward to getting to know you!</span></p> <p><span style="font-weight: 400;">Also, feel free to check out why:</span></p> <ul> <li style="font-weight: 400;"> <p><a href="https://www.businessinsider.com/47-enterprise-startups-to-bet-your-career-on-in-2020-2019-12"><span style="font-weight: 400;">Business Insider</span></a><span style="font-weight: 400;"> named us an “enterprise startup to bet your career on”</span></p> </li> <li style="font-weight: 400;"> <p><a href="https://www.forbes.com/cloud100/#a57477b5f941"><span style="font-weight: 400;">Forbes’ Cloud 100</span></a><span style="font-weight: 400;"> recognized us as one of the top 100 private cloud companies in the world</span></p> </li> <li style="font-weight: 400;"> <p><a href="https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/fast500-winners.html"><span style="font-weight: 400;">Deloitte Tech Fast 500</span></a><span style="font-weight: 400;"> ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America</span></p> </li> <li> <p><a href="https://qz.com/work/2053446/the-best-companies-for-working-from-home/"><span style="font-weight: 400;">Quartz</span></a><span style="font-weight: 400;"> ranked us the #1 best company for remote workers</span></p> </li> </ul></div><h1><strong>Responsibilities</strong></h1> <p>We are seeking an exceptional <strong>Customer Success Operations Associate </strong>to join our expanding team. In this role, you will:&nbsp;</p> <ul> <li> <p>Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams</p> </li> <li> <p>Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes</p> </li> <li> <p>Provide day-to-day operational support to CS teams &amp; Operations leadership in highly organized manner</p> </li> <li> <p>Utilize OpenAI/Claude extensively to modernize and improve day-to-day operations</p> </li> <li> <p>Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations&nbsp;</p> </li> <li> <p>Write extensive business process and technical documentation for existing and new processes&nbsp;</p> </li> <li> <p>Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems</p> </li> <li> <p>Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks</p> </li> <li> <p>Take ownership of daily and weekly tasks that bolster various business processes</p> </li> <li> <p>Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements</p> </li> </ul> <h1><strong>Requirements</strong></h1> <h3><strong>Qualifications / Experience / Technical Skills</strong></h3> <ul> <li> <p>Education: Bachelor's degree required. Business or technical focus preferred</p> </li> <li> <p>Able to commit to a 12 month role</p> </li> <li> <p>Diligent thinker who gets things done without overlooking important details</p> </li> <li> <p>Strong quantitative capabilities with a passion for numbers and analytics</p> </li> <li> <p>Intermediate SQL knowledge</p> </li> <li> <p>Very strong in AI prompting and creative application of AI</p> </li> <li> <p>Hyper organized&nbsp;</p> </li> <li> <p>Experience working with CRMs, preferably Salesforce</p> </li> <li> <p>Experience automating business processes, preferably with Workato&nbsp;</p> </li> </ul> <h3><strong>Soft Skills / Personal Characteristics</strong></h3> <ul> <li> <p>Self-starter with the ability to drive projects from inception to completion.</p> </li> <li> <p>Natural drive for innovation and creative problem-solving.</p> </li> <li> <p>Exceptional attention to detail and follow-through.</p> </li> <li> <p>Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills.&nbsp;</p> </li> <li> <p>Manage multiple concurrent projects with various deadlines.</p> </li> <li> <p>Strong analytical skills, adept at pulling, analyzing, and communicating business insights.</p> </li> </ul> <p><strong>(REQ ID: )</strong></p>