Workato is the operating system for today’s fast-moving business. As a high growth company with over 6000 customers, Workato is revolutionizing the integration and automation market with investments from the top 3 SaaS companies - Salesforce, Workday, ServiceNow. Recognized as a leader by both Gartner and Forrester, it is the only AI-based platform that enables both business and IT to integrate their apps and automate workflows across their enterprise with robust security and governance. Some of the world’s top brands including Slack, Grab, Box, Visa, Broadcom run on Workato.

The Workato Customer Success Strategy and Operations (CSSO) team is looking for an Operations Analyst to join our rapidly growing team.  We are a group of analytical professionals looking to drive operational excellence and revenue performance across Workato’s Customer Success organization. Primary responsibilities will focus on driving team performance through enhanced visibility into core metrics and key performance indicators, enhancing our ability to forecast potential risk and opportunity, aligning team incentives and performance measures with core business objectives, as well as ensuring leaders have access to the tools and data they need to effectively help our customers grow better.

If you are someone looking to make an impact, driving business decisions through data and analytics. You have the opportunity to get in on the ground floor and build something special at a well funded Series D startup in a huge market space.  You’ll need the appetite to gain a full understanding of Workato’s business, along with the inner workings of the Customer Success organization. You have a passion for numbers, data visualization and turning massive amounts of data into digestible and actionable content. You are a collaborative problem-solver who will work closely with members of Customer Success, Sales Operations and Finance.

Workato has a positive, diverse, and collaborative culture—we look for people who are curious, inventive, smart, hardworking and work to be a little better every day. Workato has also been recognized amongst the “Top 47 Enterprise Startups to Bet Your Career On in 2020”, the “Hottest 13 Productivity Software Startups to Watch in 2020!”, and the “Top 15 startups helping even non-programmers build simple apps, ahead of an expected software developer shortage” by Business Insider.

Responsibilities

  • Provide analytical, operational and decision-making support to the Customer Success organization management team

  • Engage with our internal Customer Success (primarily Onboarding & CSM) leaders and users, identify their pain points and collaboratively solve for our customers

  • Reconcile monthly Customer Success performance against key metrics, identifying areas of opportunity to improve performance

  • Lead the creation and operating cadence of our weekly Customer Success forecasting related to customer retention metrics

  • Manage team forecasting

  • Support incoming business requests, compile root cause analyses and solve common issues at the source

  • Support the development of Workato yearly revenue and retention plans

  • Become subject matter expert of our data and SAAS metrics

  • Evolve our systems to support metrics and analysis 

  • Drive data quality improvements in usage data through a partnership with product

Requirements

  • Have 4+ years of meaningful experience; e.g. Operation/business Analyst, FP&A, VC Firm, Consultants or other analytical backgrounds

  • Have advanced Excel knowledge and data visualization software experience (preferably ThoughtSpot; other acceptable - Looker, Tableau, etc.)

  • SQL experience a plus, willingness to learn it if needed; experience with or desire to develop additional technical skills (Python...) a plus

  • Are proficient in predictive modeling and forecasting via Excel or other tools

  • Are detail-oriented with a sense of urgency; self-starters who possess the intellectual curiosity to be a systematic problem solver

  • Excellent quantitative skills with experience analyzing SaaS adoption and retention metrics

  • Have the ability to adapt quickly to changing priorities; manage time, multiple tasks, and deadlines effectively

  • Have proficient interpersonal skills; skilled at creating material for an executive audience; skilled at converting business requirements into consumable material

  • Have a bachelor’s degree; masters is a plus

Why Workato?

  • Supportive, collaborative, international team environment that supports remote employees (currently all of us!)

  • Long-term prospects for a professional career in a high growth company

  • Flexible Work culture

  • Be part of a community-oriented organization with a history of giving back

  • Best in class technology tools to empower you to do your best work

  • Support for professional development and continuous learning

  • Wellness programs, including fitness challenges and an occasional company day off to recover from Zoom fatigue

  • Company-sponsored team-bonding activities and team celebrations

  • Employee and Customer referral bonuses

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