Professional services consultant Jobs in Sunnyvale, CA

Delivery Manager, Professional Services

We are looking for an experienced Delivery Manager to join our Professional Services team. This role plays an integral role in managing projects that guide our customers on automation best practices, architecture patterns, governance processes, and helping them scale their automation practice through initial and expansion services engagements.

Workato Delivery Managers are essential to the growth of our SaaS business and play an integral role in helping organizations leverage and adopt our platform across the enterprise. As a Delivery Manager, you will have ownership of our customer's implementation journey from post-sales to go-live, while building trusted customer relationships including C-level. The primary goal of the Delivery Manager is to help customers generate significant business value from their Workato investment. In doing so, you will be responsible for earning the right to be a trusted advisor by understanding and managing our customers throughout their project lifecycle and driving adoption.

Key responsibilities include :

• Project Execution & Delivery
• Independently develop, manage, and execute project plans based on statements of work, ensuring alignment with customer business goals
• Lead project-level engagements
• Ensure successful project closure, aligning customer stakeholders and internal account teams on next steps
• Proactively identify and assist in closing expansion opportunities in services and software
• Financial & Resource Management
• Manage project budgets up to $500k, ensuring projects remain within scope and budget
• Monitor budgets closely and prepare change orders as needed
• Oversee 5+ project resources across internal, partner, and customer teams (including onshore, nearshore, and offshore resources)
• Anticipate resource availability issues, proactively creating backup plans
• Identify and mitigate resource skill gaps, if applicable
• Agile Project Management
• Drive project timelines, prioritizing client need and adapting plans without oversight
• Independently assess technical and non-technical risks, create mitigation plans, and communication risks effectively up to the director / VP level
• Proactively engage cross-functional teams (product & engineering, support, etc.) to address risks before they escalate
• Stakeholder Communication & Reporting
• Deliver crisp, error-free weekly status reports to both internal and customer stakeholders
• Lead status calls, ensuring alignment and next steps are clearly documented
• Maintain rigorous PSA data hygiene, ensuring project data is up to date with minimal variance
• Achieve high CSAT scores through excellent project execution and customer engagement
• Thought Leadership & Industry Expertise
• Evangelize Workato's GEARS Framework and delivery methodology, coaching customers to become champions of their own automation strategy
• Articulate Workato's differentiation in the iPaaS space, comparing key product features to competitors
• Team Development & Continuous Improvement
• Contribute 1+ assets per quarter to enhance delivery methodology
• Collaborate closely with pre-sales, sales, and customer success teams to drive customer success and business expansion

Qualifications / Experience / Technical Skills

Job Req ID : 2452