ERPSaaSSalesforceCRMSAPWorkdayJiraProject ManagementChange ManagementRemote Work
About this role
Role Overview
Collaborate with stakeholders to understand business objectives, pain points, and requirements
Document current-state processes and systems and design future-state workflows
Facilitate workshops, interviews, and requirements-gathering sessions
Create clear, standardized process models using tools such as Lucidchart, Visio, or similar
Define end-to-end process flows, decision points, SLAs, and exception scenarios
Align process designs with organizational policies, data standards, and compliance requirements
Design scalable integration and automation architectures using Workato, including data flows between key applications (e.g., CRM, ERP, support, and internal tools)
Translate process designs and requirements into Workato recipes, connections, and workflows
Establish and enforce integration best practices for naming standards, error handling, logging, and monitoring
Partner with Workato admins/developers to build, test, and deploy recipes and connectors
Write clear functional requirements, user stories, and acceptance criteria
Maintain documentation for process maps, integration designs, data mappings, and configuration
Contribute to integration and automation governance, including change control, security, and access standards
Analyze performance of existing processes and Workato automations to identify areas for optimization
Perform UAT coordination, test case definition, and issue tracking for new or changed automations
Provide tier-2 support for Workato-related issues and collaborate with technical teams on resolution
Communicate complex technical and process concepts in a clear, business-friendly way
Influence prioritization of automation initiatives based on ROI, impact, and feasibility
Provide training and enablement to business users on new processes and automations where needed
Requirements
2+ years of hands-on experience with Workato
Bachelor's degree in Business, Information Systems, Computer Science, or related field (or equivalent combination of education and experience)
Direct experience implementing and maintaining Workato recipes in a production environment
Experience in SaaS
Familiarity with key business applications relevant to our stack (e.g., Salesforce, NetSuite, SAP Concur, Zendesk, Jira, Workday, etc.)
Solid understanding of APIs, webhooks, data transformations, authentication, and error handling
Ability to work in a fast-paced, collaborative, and dynamic environment.
Nice-to-have skills: Certifications in Business Analysis (IIBA), BPM, or Workato
Change management experience (Prosci ADKAR, CCMP, or similar)
Experience training business users on designing and building Workato recipes
Proficiency with project management tools (e.g., Smartsheet, Lucidchart or equivalent)