Workday

Technology

CustomerSuccessManager-AdaptivePlanning

$107–107k San Francisco, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Customer Success Manager - Adaptive Planning at Workday. Skills: Customer Success, Value realization, Adoption, Retention. Establish trusted advisor relationship. Monitor customer adoption”

What You'll Achieve.

Achieve customer value; Drive adoption; Ensure retention; Identify growth opportunities; Maintain revenue stream; Achieve annual satisfaction targets; Exceed KPIs; Execute renewals timely; Maintain renewal rate targets

Industry & Context.

Technology
Problems you'll solve

Answering business questions

Eligibility Requirements

50% time in office

What They're Looking For.

Must Have

3+ years CSM experience, 2+ years change management, 2+ years CRM experience, 2+ years customer success tool experience, 2+ years account management experience, 2+ years strategic planning experience, 3+ years collaboration experience, Bachelor's degree or equivalent

Nice to Have

Executive Presence, High-Level Communication, Influencing Skills, Revenue Management

What You'll Do.

Establish trusted advisor relationship

Monitor customer adoption

Facilitate customer adoption

Help manage organizational change

Develop success plans

Develop customer journeys

Communicate Workday innovation roadmap

Leverage customer relationships for references

Drive customers to events

Maintain revenue stream

Demonstrate value for customers

Manage renewals end-to-end

Identify upsell opportunities

Collaborate with Account Executives

How You'll Work.

Team & Collaboration

Partnering with Sales; Partnering with Services; Partnering with Product teams; Engage across corporate functions

Communication Scope

Executive presentations; Webinar hosting

Process & Methodology

Roadmap planning

Full Job Description

**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 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 Workday’s Planning Business unit CSM team, working closely across Sales, Services, and Product teams to drive a top notch Planning experience for customers. **Ab

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