Finance Business Domain Expert



Accounting & Finance
Mountain View, CA, USA
Posted on Wednesday, January 24, 2024

About Workato

Workato is the only integration and automation platform that is as simple as it is powerful — and because it’s built to power the largest enterprises, it is quite powerful.

Simultaneously, it’s a low-code/no-code platform. This empowers any user (dev/non-dev) to painlessly automate workflows across any apps and databases.

We’re proud to be named a leader by both Forrester and Gartner and trusted by 7,000+ of the world's top brands such as Box, Grab, Slack, and more. But what is most exciting is that this is only the beginning.

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

  • Business Insider named us an “enterprise startup to bet your career on”

  • Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

  • Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

  • Quartz ranked us the #1 best company for remote workers


Workato is looking for highly motivated, results-driven individuals to join our GTM Automation Solutions team. As our first Finance Business Domain Expert, you'll support the sales and customer success teams to drive Finance automation use cases and adoption with prospects and customers. You will own the messaging and point of view for selling Workato into the office of the CFO. You will also be responsible to:

  • Support the Commercial Account Management team with Finance expansions as a subject matter expert, advising on recommended automation use cases and best practices

  • Run Finance automation assessments with Customers to identify new use cases and build an automation roadmap for growth within the Finance department

  • Develop a point of view for Workato for Finance and collaborate with the Demand Generation to create content to drive awareness

  • Collaborate with the Field Readiness team to create Sales messaging to sell to Finance personas

  • Collaborate with Field Marketing to hold Finance Leader dinners in target cities in North America (travel required)


  • 5+ years experience in a customer facing role with a Subject Matter Expert focus.

  • Experience working with Account Executives/Account Managers to identify, scope, and deliver a value-driven sales cycle.

  • Deep understanding of Finance technology and responsibilities of personas within the Finance org across multiple industries.

  • Proven track record of consistently meeting or exceeding quota.

  • An enthusiastic team player who is comfortable working in a fast-paced and evolving environment.

  • A desire to build something new that can change the world, versus fitting neatly into a large company with an established static playbook.

  • Located in North America with flexibility to travel.