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For Companies At a Glance
- Tasks: Manage customer relationships and ensure their success with our financial software.
- Company: Join a Fortune 500 company shaping the future of work with integrity and empathy.
- Benefits: Enjoy competitive salary, flexible remote work, and opportunities for personal growth.
- Why this job: Make a real impact by helping customers thrive with innovative financial solutions.
- Qualifications: 3-5 years in customer-facing roles with financial software experience.
- Other info: Dynamic team environment with strong support for career development.
The predicted salary is between 55000 - 65000 £ per year.
Your work days are brighter here. 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 customer happiness and success. The team are key players in the support of our customers on their Workday journey. They are advisors and facilitators to our customers, partnering with Services and Product management to help customers achieve maximum value from Workday. They are responsible for handling a number of customers, supporting them through regular checkpoints and developing meaningful relationships representing Workday's offering to our clients in cooperation with our Customer Base team.
About the Role
Customer Success Management (CSM) is Workday’s liaison between our Professional Services and Production Services teams. We plan and oversee enterprise-level support and service activities for Workday products and services for a designated customer or group of customers. We ensure quality service and operational performance, collaborate with sales and support groups to demonstrate value of support offering to customers and identify opportunities for expanded support business. Our Customer Success Managers work directly with customers to improve their overall user experience with Workday.
Responsibilities:
- Handling overall responsibility for coordinating the customer relationship.
- Acting as a liaison between product management and the customer with a focus on communicating the Workday roadmap and how the roadmap will influence customer activities.
- Developing success plans for customers that outline their critical success factors, metrics for success, potential issues, and provide recommendations.
- Prioritising and driving resolution on raised customer concerns.
- Promoting opportunities for two-way communication.
- Supervising and facilitating the customer's adoption of our solution features and functionality with providing Workday with an understanding of their overall business needs as they relate to our products.
- Using customer relationships as needed for prospect references.
- Keeping customers advised of process and procedural changes.
About You
Basic Qualifications
- 3-5+ years in a customer facing services role (consulting or account management) that includes issue resolution and escalation management at both the business owner and executive levels.
- Corporate Financial accounting experience or equivalent qualifications in Finance & Accounting.
Other Qualifications
- Functional domain expertise with Financial software.
- Project management experience with Workday HCM, Payroll, or Financials preferred.
- Customer management experience in a complex software or SaaS environment.
- Proven track record to collaborate and build strong relationships with customers especially at the executive level.
- Demonstrated ability to engage across corporate functions (Sales, Services and Product Management).
- Account management / adoption planning experience preferred.
- Excellent verbal and written communication skills, including the ability to chair meetings with executive leadership, host webinars.
- Excellent organisation, time management, data analysis, and communication skills.
- Bachelor degree or equivalent work experience; Business or Technical degree preferred.
London based only.
Customer Success Manager - Financial Software employer: Workday, Inc.
Contact Detail:
Workday, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager - Financial Software
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn, especially those in Customer Success roles. Ask them about their experiences and any tips they might have for landing the job. Personal connections can make all the difference!
✨Tip Number 2
Prepare for the interview by researching Workday’s products and services. Understand how they impact customer success and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate; you’re genuinely interested in their mission!
✨Tip Number 3
Practice your communication skills! As a Customer Success Manager, you'll need to convey complex information clearly. Try mock interviews with friends or use online platforms to refine your pitch and ensure you can engage effectively with potential clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team. Let’s get you that dream job together!
We think you need these skills to ace Customer Success Manager - Financial Software
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in customer-facing services and any relevant financial software expertise. We want to see how your skills align with what we’re looking for!
Showcase Your Communication Skills: Since this role involves liaising with customers and internal teams, it’s crucial to demonstrate your excellent verbal and written communication skills. Use clear and concise language in your application to reflect this. Remember, we value clarity and engagement!
Highlight Your Problem-Solving Abilities: As a Customer Success Manager, you’ll need to handle customer concerns and drive resolutions. Share specific examples in your application that showcase your problem-solving skills and how you've successfully managed customer relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team at Workday!
How to prepare for a job interview at Workday, Inc.
✨Know Your Customer Success Basics
Before the interview, brush up on the fundamentals of customer success management, especially in a financial software context. Understand how to develop success plans and manage customer relationships effectively, as these are key responsibilities for the role.
✨Showcase Your Communication Skills
Since this role involves liaising with customers and internal teams, be prepared to demonstrate your excellent verbal and written communication skills. Think of examples where you've successfully chaired meetings or hosted webinars, as these experiences will resonate well with the interviewers.
✨Highlight Your Financial Expertise
Given the focus on financial software, make sure to highlight any relevant experience you have in corporate financial accounting or related qualifications. Be ready to discuss how your background can help improve customer experiences with Workday's products.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and customer management skills. Prepare specific examples from your past roles where you've resolved issues or improved customer satisfaction, as this will showcase your capability to handle the challenges of the position.