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

Bachelor's degree required
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
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

Workato is hiring a Customer Success Operations Associate