Customer Success Manager
Listed on 2026-10-12
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Business
Customer Success Management, Client Relationship Management
Customer Success is a key role to ensure Workday’s customers achieve value from our solutions. In 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 Workday’s Planning Business unit CSM team, working closely across Sales, Services, and Product teams to drive a top notch Planning experience for customers.
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 customer’s 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.
- Establishing a trusted advisor relationship across the customers organization, from Executive Sponsors to Day to Day contacts, that works to ensure customer’s are getting value from our products and services.
- Monitoring and facilitating the customer’s 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 customer’s 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 customer’s 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.
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.
- 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…
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