Customer Success Operations Associate

About Workato

Workato delivers enterprise infrastructure for the agentic era, redefining iPaaS and helping enterprises unify data, applications, processes, and AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato’s cloud-native architecture connects every application, data source, and process to power real-time orchestration at scale. With enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business. To learn more, visit

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

Business Insider named us an “enterprise startup to bet your career on”

Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

Quartz ranked us the #1 best company for remote workers

Responsibilities

We are seeking an exceptional Customer Success Operations Associate to join our expanding team. In this role, you will:

Learn how SaaS businesses work and what the key KPIs and metrics are for post sales teams

Collaborate with Customer Success, Technical Services, Sales, Product, BT, and Operations team members to support strategic initiatives aimed at improving customer outcomes

Provide day-to-day operational support to CS teams & Operations leadership in highly organized manner

Utilize OpenAI/Claude extensively to modernize and improve day-to-day operations

Become proficient in the Workato platform, to maintain, troubleshoot, enhance and build new automations

Write extensive business process and technical documentation for existing and new processes

Partner closely with the CS Data Analytics team to improve upstream data accuracy in various systems

Translate new business needs into scalable operational solutions, including system enhancements, process improvements, and reporting frameworks

Take ownership of daily and weekly tasks that bolster various business processes

Help with rigorous UAT before deploying new sets of analysis, automations, or process improvements

Requirements

Qualifications / Experience / Technical Skills

Education: Bachelor's degree required. Business or technical focus preferred

Able to commit to a 12 month role

Diligent thinker who gets things done without overlooking important details

Strong quantitative capabilities with a passion for numbers and analytics

Intermediate SQL knowledge

Very strong in AI prompting and creative application of AI

Hyper organized

Experience working with CRMs, preferably Salesforce

Experience automating business processes, preferably with Workato

Soft Skills / Personal Characteristics

Self-starter with the ability to drive projects from inception to completion.

Natural drive for innovation and creative problem-solving.

Exceptional attention to detail and follow-through.

Excellent interpersonal skills, high energy, and enthusiasm; team-oriented, with strong cross-group collaboration skills.

Manage multiple concurrent projects with various deadlines.

Strong analytical skills, adept at pulling, analyzing, and communicating business insights.

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