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Client Success Strategist

2 months ago

Atlanta, Georgia, United States Workday Full time
Your workdays are brighter here.
At Workday, our journey began with a conversation over breakfast.

When our founders met at a sunny California diner, they envisioned a transformation in the enterprise software landscape.

Our culture is anchored in the principle of prioritizing our people. The well-being, growth, and contributions of every Workmate are fundamental to our identity. Our Workmates believe that a thriving, employee-focused, collaborative environment is vital for business success. This is why we prioritize the welfare of our people, communities, and the planet while maintaining profitability.

Feel empowered to shine in your unique way:
You are encouraged to express your true self. You can sense the energy and passion; it is what distinguishes us.

Are you inspired to create a brighter workday for everyone and evolve with us on our growth journey? Bring your most authentic self and experience a fulfilling workday here.

About The Team
Customer Success is a pivotal role in ensuring the satisfaction and success of Workday's clientele. In this position, you will be an essential contributor, guiding our customers on their Workday journey.

You will act as an advisor and facilitator, collaborating with Services and Product management to help clients maximize their value from Workday.

You will manage a portfolio of clients, supporting them through regular interactions and fostering meaningful relationships. You will be part of an exceptional Services team, enjoying autonomy over your schedule and client engagements. This team focuses exclusively on Financial Services (FSI) and Insurance sectors for our Medium Enterprise clients.

About The Role
The Customer Success Manager (CSM) plays a vital role in the effectiveness and execution of the Medium Enterprise Financial Services and Insurance (FSI) Customer Success team at Workday.

As a CSM, your goal will be to ensure that maximum value is extracted from our products and services by quantifying benefits, promoting adoption, sharing best practices, addressing business inquiries, identifying opportunities, and formulating strategic goals and objectives.

About You
We seek individuals who possess a blend of domain expertise, experience in enterprise implementation project management, and high-level customer management skills.Basic Qualifications:
- 3+ years of functional HCM or Financial domain experience.
- 3+ years of proven experience in managing customer relationships.
- 3+ years of experience in a customer-facing professional services role (consulting, implementation, project, or account management).

Other Qualifications:
- Experience in Finance or Financial Services, Banking, or Insurance is preferred.

Financial Background:
- Experience working with the office of the CFO (Controller, VP of Finance, etc.) is preferred.
- Previous experience in issue resolution and escalation management at both business owner and executive levels.
- Prior SaaS experience is preferred.
- Proven ability to collaborate and build strong relationships with clients.
- Demonstrated 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.
- Exceptional organization, time management, and communication skills.
- Willingness to travel up to 30%.

Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are outlined below.

Workday 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, as well as annual refresh stock grants.

Recruiters can provide more details during the hiring process.

Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business needs, among other considerations.

For more information regarding Workday's comprehensive benefits, please refer to our resources.

Our Approach to Flexible Work
With Flex Work, we are merging the best of both worlds: in-person engagement and remote work. Our approach allows our teams to strengthen connections, maintain a vibrant community, and perform at their best.

We understand that flexibility can manifest in various forms, so rather than imposing a set number of required days in-office each week, we simply aim to spend at least half (50%) of our time each quarter in the office or in the field with our clients, prospects, and partners (depending on role).

This means you will have the freedom to create a flexible schedule that accommodates your business, team, and personal needs while being intentional about maximizing the time spent together.

Those in our remote 'home office' roles also have the opportunity to gather in our offices for significant moments that matter.

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer, including individuals with disabilities and protected veterans.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process.