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Customer Success Guide

Your work days are brighter here.

At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.

About the Team

Global Customer Success (GCS) engages every customer to ensure that they achieve value from Workday. With our focus on customer growth and innovation, we improve product adoption and enhance customer outcomes. We meet each customer where they are, providing outstanding experiences across the lifecycle by focusing on outcomes and improving adoption of our products!

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Información sobre el equipo
Global Customer Success involucra a cada cliente para garantizar que obtenga valor de Workday. Con nuestro enfoque en el crecimiento del cliente y la innovación, mejoramos la adopción de productos y potenciamos los resultados del cliente. Nos reunimos con cada cliente allí donde esté, brindándole experiencias excepcionales durante todo el ciclo de vida, enfocándonos en los resultados y mejorando la adopción de nuestros productos.

About the Role

As a Customer Success Guide, you will help customers adopt Workday and increase its value at scale. Reporting to the Senior Manager, Scale Customer Success, you will engage customers through direct interactions, group programs, and the Workday Community. You will also support internal teams by refining processes, applying data to enhance customer engagement strategies, and participating in the continuous improvement of customer programs.

This role blends product expertise with a data-driven approach to provide customers with timely, relevant guidance. You will collaborate across teams to optimize workflows, develop scalable methodologies, and ensure customers receive the insights they need to succeed. This role anticipates challenges, drives efficiencies, and improves our engagement model to shape the future of scaled Customer Success at Workday.

Key Responsibilities

  • Deliver and refine Success Plays tailored to customer needs through personalized and data-driven engagements.

  • Become knowledgeable in Workday products and customer use cases to provide actionable recommendations.

  • Lead and enhance 1:many Customer Success Programs to drive adoption and engagement.

  • Facilitate customer discussions by leading and moderating Success-related community forums.

  • Improve internal processes and develop efficiencies that strengthen customer interactions at scale.

  • Analyze customer data trends to find opportunities for targeted outreach and timely, relevant interventions.

  • Use tools like Gainsight and Salesforce to generate insights, improve processes, and enhance engagement workflows.

Información sobre la función
Como guía de éxito del cliente, ayudará a los clientes a adoptar Workday y aumentar su valor a escala. Reportará al gerente sénior de Éxito del Cliente a Gran Escala y deberá interactuar con los clientes a través de interacciones directas, programas grupales y Workday Community. También deberá apoyar a los equipos internos perfeccionando procesos, aplicando datos para mejorar las estrategias de compromiso del cliente y participando en la mejora continua de los programas de los clientes.

Esta función combina la experiencia del producto con un enfoque basado en datos para brindar a los clientes asistencia oportuna y relevante. Deberá colaborar con otros equipos para optimizar los flujos de trabajo, desarrollar metodologías escalables y garantizar que los clientes reciban los insights necesarios para tener éxito. Esta función anticipa desafíos, impulsa la eficiencia y mejora nuestro modelo de compromiso para dar forma al futuro de Éxito del Cliente a gran escala en Workday.

Responsabilidades clave:

  • Ofrecer y precisar los planes de éxito adaptados a las necesidades del cliente a través de las interacciones personalizadas y basadas en datos.
  • Conocer los productos Workday y los casos de uso de los clientes para brindar recomendaciones prácticas.
  • Dirigir y mejorar muchos programas de Éxito del Cliente para impulsar la adopción y el compromiso.
  • Facilitar el diálogo con los clientes, liderando y moderando foros comunitarios relacionados con el éxito del cliente.
  • Mejorar los procesos internos y desarrollar eficiencias que fortalezcan las interacciones con los clientes a escala.
  • Analizar las tendencias de datos de los clientes para encontrar oportunidades de difusión específica e intervenciones oportunas y relevantes.
  • Utilizar herramientas como Gainsight y Salesforce para generar insights, mejorar procesos y optimizar los flujos de trabajo de compromisos.

About You

We are looking for someone who is curious, resourceful, and committed to customer success. You have strong communication capabilities and can engage effectively in both 1:1 and group settings. You take a leadership role in initiatives, use data to guide decisions, and collaborate to improve processes.

You enjoy problem-solving and excel in a dynamic environment where you can influence success strategies. You seek opportunities to enhance engagement, share insights, and refine approaches based on data and feedback. Your ability to establish cross-functional relationships, think critically, and drive customer outcomes will be key to success.

Basic qualifications

  • 3-5 years of experience in a scaled Customer Success role.

  • Experience working in a globally distributed environment.

Other qualifications

  • Understanding of core business processes (Sales, Marketing, Service, Support).

  • Eager to develop expertise in Customer Success methodologies, customer adoption strategies, and operational efficiencies.

  • Proficiency in written and verbal communication, with the ability to present insights effectively.

  • Ability to collaborate cross-functionally and cultivate a team-based approach.

  • Analytical mentality, with experience using data to drive decisions and continuous improvement.

Qué esperamos de usted

Buscamos una persona curiosa, ingeniosa y comprometida con el éxito del cliente. Que tenga fuertes capacidades de comunicación y pueda participar eficazmente tanto en situaciones individuales como grupales. Que asuma una función de liderazgo en iniciativas, utilice datos para guiar las decisiones y colabore para mejorar los procesos.

Que disfrute resolver problemas y sobresalga en un entorno dinámico donde pueda influir en las estrategias de éxito. Que busque oportunidades para mejorar el compromiso, compartir insights y precisar enfoques basados en datos y feedback. Que posea capacidad para establecer relaciones multifuncionales, pensar críticamente e impulsar resultados para que el cliente alcance los resultados.

Cualificaciones básicas

  • Entre 3 y 5 años de experiencia en un puesto de éxito del cliente a gran escala.
  • Experiencia trabajando en un entorno distribuido a nivel global.

Otras cualificaciones

  • Comprensión de los principales procesos operativos (ventas, marketing, servicio, soporte).
  • Ganas de desarrollar experiencia en metodologías de éxito del cliente, estrategias de adopción de clientes y eficiencias operativas.
  • Destreza en la comunicación escrita y verbal, con capacidad de presentar insights de manera eficaz.
  • Destreza para colaborar de forma multifuncional y cultivar un enfoque basado en el trabajo en equipo.
  • Mentalidad analítica, con experiencia en el uso de datos para impulsar decisiones y la mejora continua.

También podemos contratar esta función en el nivel de asociado sénior. Las cualificaciones son:
Cualificaciones básicas

  • Entre 2 y 3 años de experiencia en un puesto de éxito del cliente a gran escala.
  • Experiencia trabajando en un entorno distribuido a nivel global.

Otras cualificaciones

  • Comprensión de los principales procesos operativos (ventas, marketing, servicio, soporte).
  • Fuerte motivación para aprender y desarrollar conocimientos en torno a metodologías de éxito del cliente y transformación empresarial.
  • Nivel de competencia en comunicación escrita y oral.
  • Confianza interactuando de forma multifuncional con profesionalismo e integridad.
  • Destreza para utilizar datos a fin de impulsar la toma de decisiones y la mejora continua.

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!

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What You Should Know About Customer Success Guide, Workday

Your work days are bound to get better as a Customer Success Guide at Workday in beautiful Costa Rica! We started with a simple idea to transform the enterprise software landscape, grounded in a culture that prioritizes our people and celebrates every Workmate's unique contributions. As part of the Global Customer Success (GCS) team, you'll be at the forefront of engaging with customers to ensure they receive the maximum value from our innovative products. Your role will encompass supporting customers through direct interactions and group programs while utilizing tools like Gainsight and Salesforce to refine our processes. You'll gain an in-depth understanding of Workday's offerings and how they apply to various customer use cases, allowing you to develop personalized strategies for success. You will also improve customer engagement by analyzing data trends, leading community forums, and enhancing existing customer programs. If you're passionate about driving customer outcomes and thrive in a dynamic environment where collaboration is key, we invite you to bask in our supportive culture and contribute to making workdays brighter for everyone. At Workday, bring your authentic self and join us in transforming business success, one customer at a time!

Frequently Asked Questions (FAQs) for Customer Success Guide Role at Workday
What are the main responsibilities of a Customer Success Guide at Workday?

As a Customer Success Guide at Workday, your primary responsibilities include delivering personalized and data-driven engagement strategies tailored to customer needs, improving the adoption of Workday products, and leading success-driven community forums. You'll also collaborate across teams to refine internal processes, utilizing tools like Gainsight and Salesforce to generate insights that drive customer engagement and enhance overall customer experience.

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What qualifications are required for the Customer Success Guide position at Workday?

To excel as a Customer Success Guide at Workday, candidates typically need 3-5 years of experience in a scaled customer success role and should possess strong communication skills. Other key qualities include an analytical mindset for data-driven decision-making, a passion for improving customer experiences, and the ability to engage effectively in both one-on-one and group settings. Additionally, understanding core business processes is advantageous.

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How does the Customer Success team at Workday engage with clients?

The Customer Success team at Workday engages with clients through a variety of methods including personalized one-on-one interactions, group programs, and participation in the Workday Community. This multifaceted approach allows the team to meet customers where they are, ensuring relevant and timely guidance that drives product adoption and enhances customer satisfaction.

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What tools will a Customer Success Guide use at Workday?

As a Customer Success Guide at Workday, you'll work with platforms like Gainsight and Salesforce to track customer engagement trends, gain insights, and refine processes for more effective customer interactions. This proficiency in data tools is critical for anticipating customer challenges and maximizing the value they derive from Workday's solutions.

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What type of work environment can a Customer Success Guide expect at Workday?

At Workday, a Customer Success Guide can expect a supportive and collaborative work environment that emphasizes employee happiness and development. The culture is inclusive, allowing you to bring your authentic self to work while you engage with teams and customers alike to shape successful outcomes and experiences.

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Common Interview Questions for Customer Success Guide
How would you approach a conversation with a dissatisfied customer?

When conversing with a dissatisfied customer, start by actively listening to their concerns without interruption. Acknowledging their feelings and validating their experiences is crucial. After understanding their issues, express your commitment to resolving them and outline actionable steps you will take to improve their situation.

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Can you share an example of how you used data to drive customer engagement?

In a previous role, I analyzed customer interaction data to identify trends in product usage. By targeting specific user groups with tailored outreach and support initiatives, we were able to boost engagement and adoption rates by 30%, showing how data-driven strategies can enhance overall customer experiences.

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What strategies would you implement to increase product adoption among clients?

To increase product adoption, I would focus on personalized onboarding experiences, utilizing customer feedback to tailor training programs and materials. Additionally, facilitating ongoing customer support through community forums and regular check-ins can help reinforce product value and address any usage challenges effectively.

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How do you prioritize your tasks when managing multiple customer accounts?

Prioritization is driven by assessing the urgency and impact of customer needs. I typically use a combination of a task management tool and regular assessments of customer engagement levels to ensure that urgent issues are addressed promptly while fostering long-term relationships with all accounts.

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Describe a time you successfully led a team project; what was the outcome?

In a prior role, I led a team initiative to revamp our customer onboarding process. By gathering insights from multiple departments and integrating their perspectives, we streamlined the experience, resulting in a 40% reduction in onboarding time and significantly improved customer feedback scores.

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What role does communication play in customer success?

Communication is fundamental in customer success; it builds trust and clarity. Clear, proactive communication allows us to align expectations, address concerns swiftly, and ensure stakeholders are informed of progress and changes, ultimately leading to stronger relationships and successful outcomes.

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How do you handle tight deadlines while ensuring quality customer service?

When facing tight deadlines, I prioritize tasks based on their urgency and potential impact. By breaking down projects into manageable parts and using time-blocking techniques, I ensure that quality is maintained without compromising the timeliness of our customer service.

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How would you measure the success of a customer engagement strategy?

Success can be measured through key performance indicators such as customer satisfaction scores, engagement metrics, and product adoption rates. Regular feedback from customers also provides qualitative insights that inform the effectiveness of our engagement strategies.

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How do you keep yourself updated on industry trends and product knowledge?

Staying updated involves a mix of following industry publications, participating in professional webinars, and engaging in continuous learning through online courses. Collaborating with colleagues also ensures that I am informed about the latest developments within the company and market landscape.

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What motivates you in a Customer Success role?

What motivates me in a Customer Success role is the opportunity to make a meaningful impact on customers’ businesses. Seeing them thrive and knowing that my efforts contributed to their success is incredibly fulfilling and drives my passion for continuous improvement in customer engagement.

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Workday brings finance, HR, and planning into one system, making it possible for enterprises of all sizes to shed their disparate systems and build better businesses. We serve over 7,900 of the world’s largest companies, educational institutions, ...

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