Customer Success Manager, Planning Business Unit

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We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you've found a match in Workday, and we hope to be a match for you too.

About the Team

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 Planning Business unit CSM team, working closely across pre-sales, services & product to drive a top notch Planning experience for customers.

About the Role

The Customer Success Manager (CSM) plays a critical role in the success and execution of our Workday Planning customers to help them realize the full potential of their investment. As a CSM, you will advocate on behalf of Workday customers to help customers succeed. The major focus of the role is to 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 to support our customers' growth.

About You

Basic Qualifications

• 3+ years experience in a Customer Success or Account Management role preferably in a SaaS or technology environment
• Experience with a CRM system such as Salesforce & Gainsight or similar to summarize customer interaction.

Other Qualifications

• Excellent organization, time management, and communication skills.
• Demonstrate a strong understanding of the FP&A processes across a diverse level of customers
• Skilled at building strong relationships with customers & internal stakeholders, especially at the Executive level
• Eager & able to collaborate with internal teams to deliver customer satisfaction (i.e., Sales, Support, Customer Enablement, Professional Services, Product Marketing and Product Management)
• Excellent verbal and written communication skills, including the ability to chair meetings with customer & leadership
• Comfortable helping customers with business transformation including consistent record of customer advocacy and ability to rapidly establish credibility as a trusted advisor.

Our Approach to Flexible Work

With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.

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