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Engagement Manager

Palo Alto, California

About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

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’re looking for an experienced Engagement Manager to join our Professional Services team here at Workato. If you’re someone who loves combining strategic thinking with meaningful customer impact, and you thrive in a collaborative, fast-moving environment, this role might be for you.

As an Engagement Manager, you’ll lead the discovery, scoping, and contracting of services engagements that help customers unlock the full potential of Workato’s industry-leading iPaaS and AI orchestration platform. You’ll work side-by-side with Sales, Technical Architects, and Customer Success teams to design tailored services proposals grounded in customer goals and delivered through our proven GEARS Framework.

You’ll also stay closely engaged with customers throughout delivery—building strong relationships with stakeholders (including at the C-level), keeping teams aligned, and ensuring successful outcomes. This is a great opportunity for someone who’s consultative, commercially savvy, and passionate about crafting high-impact services that drive real business value.

If that sounds like you, we’d love to meet you. Come help us build something great—together.

In this role, you will also be responsible to:

  • Identify services opportunities and generate services pipeline.

  • Drive services sales cycles alongside enterprise software sales, working cross-functionally with our sales and customer success teams

  • At times, coach and guide internal teams on the services sales cycle and associated expectations

  • Maintain impeccable forecasting hygiene for professional services opportunities

  • Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, strategic goals, objectives, and desired business outcomes

  • Develop and manage a territory plan and a personalized account plan for each customer, which aligns with their business goals.

  • Create a compelling vision and clearly communicate via services proposals our transformative solutions aimed at generating quantifiable success and business value from a customer's investment in the Workato’s Platform

  • Write statements of work (SOWs) and navigate legal reviews of such contracts

  • Conduct thorough knowledge transfer from pre-sales cycle knowledge to post-sales services team

  • Maintain client relationships throughout professional services engagements and engage customers, especially senior stakeholders, using a consultative approach that positions Workato and yourself as a long-term trusted advisor relationship

  • Develop a deep understanding of Workato’s proprietary framework (GEARS), and contribute to such frameworks by providing closed-loop feedback from implementations

  • Ensure customer satisfaction goals are exceeded or met on every services engagement

  • Be a Workato evangelist with the ability to discover and demonstrate how Workato can effectively help companies with their business automation needs across a broad set of industries through professional services engagements

  • Become the trusted advisor to customers and partners for advancing their automation and integration roadmaps

  • Contribute to the growth of our professional services department by creating or enhancing content such as presentations, templates, success stories, etc. for use by both customers and to enable our extended team

  • Contribute to enhance our delivery methodology, services practice and industry POV's

Requirements

Qualifications / Experience / Technical Skills

  • 3+ years experience selling professional services unit within a software company, for a strategic consulting firm, or for large scale system integrator

  • Experience in writing statements of work (SOWs) and navigating through complex, enterprise legal processes

  • Demonstrated ability to develop and maintain C-level relationships that recognize you as a trusted advisor

  • Experience fostering and growing accounts

  • Highly collaborative and excels in complex, matrixed environments

  • Ability to thrive in a fast-paced, high growth and unpredictable environment

  • Communication skills to effectively communicate with technical and business stakeholders alike

  • Strong interpersonal skills with the ability to convey and relate ideas to others and work in a collaborative and cross-functional environment

  • Excellent verbal and written communication skills and the ability to communicate ideas visually and create and conduct professional presentations

  • Self-starter and ability to work independently and as part of a distributed team, and willingness to take ownership of situations and problems

  • Ability to travel up to 50%

Preferred / Nice-to-haves

  • iPaaS sales experience

  • Project and/or account management experience

  • Experience having worked in a start-up environment

  • PMP or Scrum certifications

  • High-level understanding of key applications such as Salesforce, Netsuite, Workday, ServiceNow, SAP, EBusiness Suite, Databases

  • Experience in enterprise business accounts

  • Track record of continuous learning of new technologies

  • Track record of driving software expansions as a result of professional services engagements

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