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Customer Success Manager - job 2 of 4

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.

At Workday, we value our candidates’ privacy and data security.  Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. 

  

Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.

  

In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.

About the Team

Customer Success is a key role to ensure Workday's customers are getting the most business value from our products and services. The team are key players in the support of our customers on their Workday journey. They are advisors and facilitators to our customers' adoption path, partnering across Customer Experience and Product management to help customers achieve maximum value from Workday. As part of a team, they are key to managing a customer territory by executing defined Lifecycle Engagements and fulfilling internal and external Customer Success Requests. They also add significant value to these interactions by representing Workday's solutions to our clients in collaboration with our Customer Base team.

About the Role

The Customer Success Manager (CSM) plays a critical role in the success and execution of how our customers adopt and derive value from our products at Workday. As a CSM, you will advocate on behalf of Workday customers and take a team-based approach to helping customers succeed with Workday. You will work directly with customers to improve their overall customer experience, working one-on-one with customers who request a more personalized dialogue beyond the already established one-to-many communication channels. As a CSM, you will 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.

About You

We are looking for people who have a combination of domain expertise (Human Resources, Accounting, and/or Business Analytics), understanding of enterprise applications, and customer management at a high level.  

Responsibilities:

  • Handling overall responsibility for managing the defined customer engagements over their lifecycle.

  • Establishing a trusted adviser and consultative approach to engagements that works to ensure customer's overall satisfaction and adoption  with our products.

  • Acting as a liaison between product management and the customer with a focus on communicating the Workday roadmap and how the roadmap will influence customer business priorities.

  • Developing success plans for customers that outline their critical success factors, metrics for success, potential issues, and provide recommendations.

  • Prioritizing and driving resolution on escalated customer issues.

  • Monitoring and facilitating the customer's adoption of our solution features and functionality while providing Workday with an understanding of their overall business needs as they relate to our products.

  • Demonstrate competency in the Workday product suite - Financials, HCM, and Payroll.

  • Work with customer stakeholders, including Executives and Workday teams to identify/resolve all issues that could impact satisfaction.

  • Ensure the client takes advantage of Workday best practices.

Required Skills / Experience:

Basic Qualifications

  • 3+ years of functional HCM or Financial domain experience.

  • 3+ years proven experience supporting customer CSM engagements and deliverables.

  • 3+ years' experience in a customer-facing professional services role (consulting, implementation, project or account management)

Other Qualifications

  • Experience working with the office of the CFO (Controller, VP of Finance, etc.), or Office of the CHRO preferred.

  • Previous experience with issue resolution and escalation management at both the business owner and executive levels.

  • Previous SaaS experience is preferred.

  • Proven track record to collaborate and build strong relationships with customers, and peers.

  • Proven ability to engage across corporate functions (Sales, Professional Services and Product Management).

  • Excellent verbal and written communication skills, including the ability to chair meetings with executive leadership, host webinars.

  • Excellent organization, time management, and communication skills.

  • Experience operating at a high level in a Team environment

  • Ability to be extraordinarily collaborative with peers

  • Critical skills to possess, Data Analysis, Influencing Others, and Critical Thinking


Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below.  Workday pay ranges vary based on work location. As a 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 share more detail 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 need, among other things. For more information regarding Workday’s comprehensive benefits, please click here.

Primary Location: USA.UT.Salt Lake City


 

Primary Location Base Pay Range: $94,600 USD - $141,900 USD


 

Additional US Location(s) Base Pay Range: $89,900 USD - $159,700 USD



Our Approach to Flexible Work
 

With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important 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!

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What You Should Know About Customer Success Manager, Workday

Join us at Workday as a Customer Success Manager in beautiful Salt Lake City, UT! Here at Workday, we believe that happy employees lead to happy customers. That’s why we prioritize a culture that embraces individuality, collaboration, and growth. As a Customer Success Manager, you will be the voice of our customers, guiding them through their journey to ensure they maximize the value of our products and services. Your role involves building trusted relationships with customers, acting as their advocate within Workday, and providing tailored support based on their unique needs. You’ll manage the entire lifecycle of customer engagements, developing success plans that align with their goals, and working closely with various teams to resolve issues and enhance their experience. Whether it’s sharing insights about product adoption or facilitating interactions with our executive team, you’re at the heart of the customer experience. We’re looking for someone with a solid background in Human Resources, Accounting, or Business Analytics, who can bring diplomatic problem-solving skills to the table. If you're ready to be part of a forward-thinking team, connect with us and make every workday a little brighter at Workday!

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

The Customer Success Manager at Workday is responsible for managing customer engagements throughout their lifecycle. This includes establishing a consultative approach to ensure customer satisfaction, acting as a liaison between the customer and product management, and developing personalized success plans. The CSM also focuses on monitoring product adoption, resolving escalated issues, and ensuring clients are leveraging Workday's best practices.

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What qualifications are needed to be a Customer Success Manager at Workday?

To become a Customer Success Manager at Workday, candidates should have at least 3 years of experience in functional HCM or Financial domains and proven experience in customer-facing roles. Expertise in consulting, project management, or customer management is essential. Additionally, strong communication skills and the ability to build relationships across various corporate functions are crucial.

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What is the career growth potential for Customer Success Managers at Workday?

At Workday, Customer Success Managers have significant opportunities for career growth. With a culture that values professional development, CSMs can advance by taking on larger accounts, moving into senior management roles, or even transitioning to other departments within the organization. Continuous learning and a supportive environment foster growth trajectories for passionate individuals.

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How does Workday support Customer Success Managers in their roles?

Workday provides robust support for Customer Success Managers through ongoing training, access to the latest product updates, and regular collaboration with cross-functional teams. CSMs also benefit from a culture that encourages teamwork and knowledge sharing, ensuring they have the tools and insights necessary to guide their customers effectively.

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What does a typical day look like for a Customer Success Manager at Workday?

A typical day for a Customer Success Manager at Workday includes meeting with customers to discuss their experiences, reviewing adoption metrics, strategizing on success plans, and collaborating with internal teams to resolve any issues. CSMs also participate in knowledge-sharing sessions to stay updated on product developments and best practices.

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Common Interview Questions for Customer Success Manager
What experience do you have that makes you a suitable Candidate for the Customer Success Manager position at Workday?

When answering this question, focus on your relevant experience in customer-facing roles and any background you have in Human Resources, Accounting, or Business Analytics. Highlight specific situations where you've successfully improved customer satisfaction or resolved complex issues.

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Can you provide an example of how you've helped a previous customer maximize the value of a software product?

Use the STAR method (Situation, Task, Action, Result) to explain a situation where you helped a customer use a software product more effectively. Discuss the challenges faced and the steps you took to ensure they understood and utilized all features to achieve their goals.

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How do you prioritize customer issues and ensure timely resolution?

Describe your process for assessing the urgency and impact of customer issues. Discuss tools or frameworks you've used for prioritization and communicating with your team to ensure that issues are addressed promptly and effectively.

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What strategies do you use to build strong relationships with customers?

Explain your approach to relationship-building, emphasizing your ability to listen to customer concerns, provide tailored solutions, and follow up regularly. Give examples of how you've established trust and rapport with clients in the past.

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How do you measure your success as a Customer Success Manager?

Discuss specific metrics you track to measure success, such as customer satisfaction scores, product usage rates, or retention rates. Mention how you use this data to adjust your strategies to boost customer engagement and satisfaction.

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Describe a time when you had to manage a difficult customer situation.

Provide an example that demonstrates your conflict resolution skills. Detail the issue, your approach to managing the customer's expectations, and how you ensured a satisfactory outcome for both parties.

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How do you stay informed about new product features and industry trends?

Share resources you utilize to stay up-to-date, such as webinars, industry publications, or internal training sessions. Emphasize the importance of continuous learning in providing the best possible support to your customers.

Join Rise to see the full answer
How would you communicate complex product information to a non-technical client?

Explain your ability to simplify technical concepts into relatable language. Provide an example where you successfully communicated a complex feature to a customer, leading to improved product understanding and usage.

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What do you believe is the most important quality for a successful Customer Success Manager?

Identify qualities like empathy, communication skills, or problem-solving as key traits. Share why you believe these qualities are essential in effectively supporting customers and driving their success.

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How do you handle feedback from customers regarding the product or service?

Discuss your openness to feedback, how you gather it, and the steps you take to act on it. Highlight a specific instance where customer feedback led to a change or improvement in service.

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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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DATE POSTED
April 19, 2025

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