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Client Success Strategist

2 months ago


Santa Clara, California, United States Workday Full time
Your work days are brighter here.

At Workday, our journey began with a conversation that sparked an innovative idea to transform the enterprise software landscape. Our culture, rooted in the principle of prioritizing our people, has been a cornerstone of our success. We believe that a thriving, employee-centric, and collaborative environment is vital for achieving business excellence. This commitment extends to our employees, communities, and the planet, all while maintaining profitability.

Embrace your uniqueness:
At Workday, we encourage you to express your true self. The energy and passion within our organization are what set us apart.

If you are inspired to enhance the work experience for everyone and contribute to our growth journey, we welcome your authentic self to make a difference.


About The Role


The Customer Success Manager (CSM) is pivotal in driving the success and implementation of the Business Planning Unit at Workday.

As a CSM, your role will focus on maximizing the value derived from our offerings by quantifying benefits, promoting adoption, sharing best practices, addressing business inquiries, identifying opportunities, and formulating strategic objectives.


Key Responsibilities:
  • Oversee the overall management of customer relationships.
  • Act as a liaison between product management and clients, effectively communicating the Workday roadmap and its implications for customer initiatives.
  • Develop success plans that outline critical success factors, success metrics, potential challenges, and actionable recommendations.
  • Prioritize and resolve customer concerns efficiently.
  • Encourage open communication channels.
  • Monitor and facilitate customer adoption of our solutions, ensuring alignment with their business needs.
  • Enhance customer relationships to secure references.
  • Keep clients informed of any process or procedural changes.
  • Ensure clients leverage Workday's best practices.
  • Build strong relationships with customers, particularly at the executive level.

Expected Outcomes:
  • Gain in-depth knowledge of Workday products and services.
  • Independently manage approximately 20-25 large enterprise clients.
  • Establish documented account plans for each customer, including strategies for product adoption and identification of upsell opportunities.
  • Conduct timely standard customer meetings and reviews for your assigned accounts.

About You
Basic Qualifications:
  • 3+ years of experience in functional HCM or Financial domains.
  • 3+ years of proven experience in managing customer relationships.
  • 3+ years in a customer-facing professional services role (consulting, implementation, project, or account management).

Other Qualifications:
  • Financial background preferred, with experience in the office of the CFO.
  • Experience in issue resolution and escalation management at both business owner and executive levels.
  • Previous SaaS experience is advantageous.
  • Demonstrated ability to collaborate and build strong customer relationships.
  • Proven capability to engage across corporate functions (Professional Services and Product Management).
  • Excellent verbal and written communication skills, including the ability to lead meetings with executive leadership and host webinars.
  • Bachelor's degree or equivalent work experience; a Business or Technical degree is preferred.
  • Strong organizational, time management, and communication skills.
  • Willingness to travel up to 50%.

Workday Pay Transparency Statement

The annualized base salary ranges for primary and additional locations are provided below. Workday's pay ranges vary based on work location. As part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, along with annual refresh stock grants. Recruiters will provide more details during the hiring process. Each candidate's compensation offer will be based on multiple factors, including geography, experience, skills, job duties, and business needs.


Our Approach to Flexible Work

With Flex Work, we combine the best of both worlds: in-person collaboration and remote work. This approach allows our teams to strengthen connections, maintain a robust community, and perform at their best. Flexibility can take many forms, so rather than mandating specific in-office days, we encourage spending at least half (50%) of our time each quarter in the office or in the field with customers, prospects, and partners, depending on the role.

This flexibility enables you to create a schedule that meets your business, team, and personal needs while ensuring meaningful time spent together.

Remote roles also offer opportunities to gather in our offices for significant moments that matter.

Pursuant to applicable Fair Chance law, Workday will consider qualified applicants with arrest and conviction records for employment.


Workday is an Equal Opportunity Employer, including individuals with disabilities and protected veterans.