Customer Success Manager Adaptive Planning
San Francisco, CA - USA
Job Summary
Your work days are brighter here.
Were obsessed with making hard work pay off for our people our customers and the world around us. As a Fortune 500 company and a leading AI platform for managing people money and agents were shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join youll feel it. Not just in the products we build but in how we show up for each other. Our culture is rooted in integrity empathy and shared enthusiasm. Were in this together tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether youre building smarter solutions supporting customers or creating a space where everyone belongs youll do meaningful work with Workmates whove got your return well give you the trust to take risks the tools to grow the skills to develop and the support of a company invested in you for the long haul. So if you want to inspire a brighter work day for everyone including yourself youve found a match in Workday and we hope to be a match for you too.
About the Team
Customer Success is a key role to ensure Workdays customers achieve value from our this role you will be a key player that supports our customers on their Workday Adaptive Planning journey. You are an advisor and facilitator to our customers partnering not only with your team but with Sales & Services to help customers achieve maximum value from Workday. You will be responsible for working with a number of customers supporting them through regular checkpoints to drive value adoption and retention. You will help identify new growth opportunities for success at every point on our customers journey. You will be a part of the Workdays Planning Business unit CSM team working closely across Sales Services and Product teams to drive a top notch Planning experience for customers.About the Role
The Customer Success Manager (CSM) plays a critical role in the success and execution of Workday Adaptive Planning. 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.
Ultimately your goal as a CSM is to ensure that the value derived from the solution far exceeds customers expectations; as such the role requires a combination of customer management experience and pricing expertise. Additionally this role relies heavily on personal accountability for results and a willingness to go the extra mile for each and every customer.
What youll be doing
Establishing a trusted advisor relationship across the customers organization from Executive Sponsors to Day to Day contacts that works to ensure customers are getting value from our products and services.
Monitoring and facilitating the customers adoption of our solution features and their overall business needs as they relate to our products.
Stay on top of any major changes within their customers organization to be able to effectively help manage the change and develop the relationships as necessary.
Developing success plans/customer journey for customers that outline their critical success factors metrics for success potential issues track progress and provide recommendations.
Acting as a liaison between product management and the customer with a focus on communicating the Workday innovation roadmap and how the roadmap will influence customer activities.
Leveraging customer relationships as needed for prospect references and driving customers to Workday Adaptive Planning events.
Maintain revenue stream from each customers subscription by creating and demonstrating top & bottom-line value for each customer.
Managing renewals from end-to-end including negotiating contracts. Identifying upsell/add-on opportunities and collaborating with Account Executives.
Expected results within 6-12 months:
After receiving initial training/onboarding we expect you to have gained and maintain a deeper knowledge of Workday products and services across each product work stream
Self-sufficient management of 50-60 enterprise accounts totaling 5M in ARR
Actively ensure there is a roadmap in place for each of your accounts
Timely execution of standard customer meetings and reviews for your defined accounts
Achieve/exceed annual customer satisfaction targets and other defined Key Performance Indicators (KPIs)
Partnering with Renewals Management to manage all aspects of the renewal cycle executing renewals in a timely fashion and maintaining renewal rate targets
About You
Basic Qualifications
3 years of experience as a CSM supporting a SaaS solution
2 years of experience with change management practices change communications and process re-engineering
2 years of experience using a CRM such as Salesforce and a customer success tool like Gainsight
2 years Proven account management/strategic planning experience
3 years of Proven ability to collaborate and build strong relationships with customers especially at the Executive level and engage across corporate functions (ie. Sales Managing Partners Marketing Customer Support Professional Services and Product Management)
Bachelors degree or equivalent work experience
Other Qualifications:
Executive Presence & High-Level Communication: Demonstrated executive presence and excellent verbal/written communication skills used to chair meetings host webinars and establish Trusted Advisor relationships with Executive Sponsors.
Influencing Skills & Revenue Management: Proven track record of overachieving goals and sales targets by leveraging influencing skills to manage renewals end-to-end negotiate contracts and identify upsell opportunities.
Critical Thinking & Pricing Strategy: Applied critical thinking to pricing principles and SaaS sales practices to ensure the solution value exceeds customer expectations while maintaining revenue streams.
Managing Ambiguity in Complex Environments: Experience managing ambiguity within the EPM/CPM or financial ERP space particularly when navigating organizational changes or developing success plans for enterprise accounts.
Strategic Customer Interactions: Expert at facilitating multifaceted customer interactions acting as a strategic liaison between product management and the customer to drive adoption and communicate innovation roadmaps.
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 candidates 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 Workdays comprehensive benefits please click here.
Primary Location: Francisco
Our Approach to Flexible Work
With Flex Work were 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 youll 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.
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Required Experience:
Manager
About Company
Seamlessly manage your people, money, and agents on an open, unified platform with AI at the core. It’s a new work day.