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Customer Success Manager - job 3 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 and be a part of something special! Here in Salt Lake City, we thrive on the happiness and development of our Workmates. You'll play a crucial role in ensuring that our customers receive the maximum value from our innovative enterprise solutions. Your days will be busy and fulfilling as you collaborate with clients, cultivate relationships, and advocate for their needs. Your responsibilities will include managing customer engagements throughout their lifecycle and acting as a trusted adviser. You'll develop success plans that outline critical factors for success and keep the lines of communication open with product management to share our roadmap with customers. We’re looking for someone with a mix of experience in human resources, business analytics, or finance, along with proven customer management skills to drive adoption and satisfaction with Workday’s offerings. We pride ourselves on creating a supportive environment where your unique abilities and perspective shine. Come be part of a team that values not just business success but also the well-being of its people, communities, and the planet. Your brighter workday starts here at Workday!

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

As a Customer Success Manager at Workday, your key responsibilities encompass managing customer engagements over their entire lifecycle. You will act as a trusted adviser, ensuring overall customer satisfaction while driving adoption of our product features. Additionally, you will create success plans tailored for each customer, communicate closely with product management regarding customer needs, and facilitate resolutions for any escalated issues that arise.

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What qualifications are needed for the Customer Success Manager role at Workday?

To thrive as a Customer Success Manager at Workday, you should have a combination of 3+ years of experience in functional Human Capital Management or Financial domains, along with a strong background in customer-facing professional services roles. Excellent communication skills, the ability to build strong relationships, and familiarity with enterprise applications are critical. Previous experience with issue resolution, SaaS systems, and working directly with executives is also highly preferred.

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How does a Customer Success Manager contribute to customer satisfaction at Workday?

A Customer Success Manager significantly contributes to customer satisfaction at Workday by prioritizing the customer experience. They achieve this by advocating for clients' needs, monitoring product adoption, sharing best practices, and providing personalized support tailored to individual customers. This proactive approach helps to ensure customers derive maximum value from Workday's solutions and fosters long-term success.

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What skills are essential for a Customer Success Manager at Workday?

Essential skills for a Customer Success Manager at Workday include strong data analysis abilities, critical thinking, and excellent interpersonal skills. You should also possess the capacity to influence others and collaborate effectively within a team environment. Since CSMs frequently communicate with executives, top-notch verbal and written communication skills are crucial, as well as organizational and time management capabilities.

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What does Workday offer in terms of company culture for Customer Success Managers?

At Workday, the culture is built on putting people first, and this extends to Customer Success Managers. You will thrive in an employee-centric and collaborative environment where individual contributions are valued. Workday promotes flexibility in work arrangements, ensuring you have the freedom to balance business needs with personal ones. Essentially, you’ll join a community that fosters professional growth and champions a healthy work-life balance.

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Common Interview Questions for Customer Success Manager
Can you describe your experience with customer relationship management?

Highlight specific examples where you successfully managed relationships, particularly in a customer-facing role. Discuss your strategies for building trust and satisfaction, including how you’ve handled escalations and resolved issues effectively.

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How do you prioritize customer requests when managing multiple accounts?

Explain your approach to triaging requests based on urgency and impact. Share techniques you utilize to manage time efficiently and maintain communication across customers while ensuring that no one feels neglected.

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What strategies do you use to drive adoption of a new product or service?

Talk about frameworks you’ve implemented to encourage adoption, such as training sessions, workshops, or webinars. Be sure to include any metrics or feedback from customers that demonstrate the effectiveness of these strategies.

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How do you handle a dissatisfied client?

Describe your method for addressing client concerns empathetically and professionally. Highlight your steps in listening to their issues, collaborating to find a resolution, and following up to ensure satisfaction post-resolution.

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Can you give an example of a success plan you've developed for a client?

Share a detailed situation where you collaborated with a client to set specific, measurable goals. Discuss how you gathered insights, predicted challenges, and adjusted the plan as necessary to meet their evolving needs.

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What role does communication play in customer success?

Emphasize the importance of clear and consistent communication. Explain how transparent updates, feedback solicitation, and regular check-ins can strengthen relationships and improve overall satisfaction.

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Describe a time when you had to advocate for a customer’s needs internally.

Illustrate a scenario where you had to gather information from the client, understand their pain points, and present a compelling case to internal teams to ensure their voice was heard and their needs were met.

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What tools or software have you used to manage customer success?

List specific customer relationship management (CRM) tools, analytics platforms, or project management software you’ve used in the past, highlighting how they improved your efficiency and effectiveness in managing customer success.

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How do you measure the success of customer engagement?

Discuss the key performance indicators (KPIs) and metrics you rely on to assess customer satisfaction, engagement levels, and retention rates. Provide examples of how you’ve used these metrics to influence strategy and decision-making.

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What do you know about Workday and its products?

Show your knowledge of Workday’s offerings, such as Financial Management, Human Capital Management, and Payroll solutions. Discuss how these products help businesses and why customer success in using them is essential.

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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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April 15, 2025

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