Sr Customer Success Manager

WorkdayPleasanton, CA
15dHybrid

About The Position

The Customer Success Manager (CSM) plays a critical role in the success and execution of our Workday Planning customers to help them realize the full potential of their investment. As a CSM, you will advocate on behalf of Workday customers to help customers succeed. The major focus of the role is to ensure the maximum value is derived from our products and services, by quantifying the value, driving adoption, sharing best practices, answering business questions, identifying opportunities and developing strategic goals and objectives to support our customers' growth.

Requirements

  • 8+ years experience in a Customer Success or Account Management role preferably in a SaaS or technology environment
  • 5+ years of experience in a SaaS or technology environment with a CRM system such as Salesforce & Gainsight or similar to summarize customer interaction.
  • Experience with Workday Adaptive Planning, or similar tool, and/or experience with solutions for the office of Finance and understanding of FP&A processes
  • Excellent organization, time management & critical thinking skills.
  • Excellent communicator and facilitator with strong executive presence.
  • Skilled at building strong relationships with customers & internal stakeholders, especially at the Executive level
  • Eager & able to collaborate with internal teams to deliver customer satisfaction (i.e., Sales, Support, Customer Enablement, Professional Services, Product Marketing and Product Management)
  • Comfortable helping customers with business transformation including consistent record of customer advocacy and ability to rapidly establish credibility as a trusted advisor.

Responsibilities

  • Responsible for working with a number of customers, supporting them through regular checkpoints to drive value, adoption and retention.
  • Help identify new growth opportunities for success at every point on our customers' journey.
  • Quantifying the value, driving adoption, sharing best practices, answering business questions, identifying opportunities and developing strategic goals and objectives to support our customers' growth.
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