Enterprise Customer Success Manager
Current
Oct 2023 - Present
AeroLeads people directory · profile
Heather Yan Email & Phone Number
Customer Success Leader
at
Workato
1 work email found
@mulesoft.com
3 phones found area 805
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Customer Success Leader
Location
Los Angeles, California, United States
Who is Heather Yan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Heather Yan is listed as Customer Success Leader at Workato, based in Los Angeles, California, United States. AeroLeads shows a work email signal at mulesoft.com, phone signal with area code 805, and a matched LinkedIn profile for Heather Yan.
Heather Yan previously worked as Enterprise Customer Success Manager at Workato and Senior Principal Customer Success Manager at Mulesoft. Heather Yan holds Mba, Entrepreneurial Management; Marketing & Operations Management (Joint Major) from The Wharton School.
Company email context
Email format at Workato
This section adds company-level context without repeating Heather Yan's masked contact details.
{first}.{last}@mulesoft.com
86% confidence
AeroLeads found 1 current-domain work email signal for Heather Yan. Compare company email patterns before reaching out.
Profile bio
About Heather Yan
Heather Yan is a Customer Success Leader at Workato. She possess expertise in management consulting, data analysis, strategy, financial analysis, talent management and 31 more skills. Colleagues describe her as "Heather quickly grew from consulting as a trusted advisor and adept strategist for our largest accounts to managing a team overseeing a critical and emerging aspect of our digital business. I learned a tremendous amount from her growth-mindset, talent, and tenacious work ethic over the two years we worked together, as she continuously delivered outstanding contributions in terms of strategic thinking, analytical insights, and business development. She excels in customer-facing roles and understands the nuances of strategic partnerships and account management. Overall, Heather is a great teammate, consummate professional, and an asset to any organization she works with." and "Heather always brings a high level of energy and dedication to each project. She is a smart and hard working individual that works exceptional well with her colleagues and managers. Her attention to detail and willingness to learn new business processes (quickly and efficiently) makes her an asset to her team and her clients."
Listed skills include Management Consulting, Data Analysis, Strategy, Financial Analysis, and 32 others.
Current workplace
Heather Yan's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Heather Yan work experience
A career timeline built from the work history available for this profile.
Senior Principal Customer Success Manager
Feb 2022 - Mar 2023
Principal Customer Success Manager
May 2020 - Feb 2022
Director, Customer Experience Strategy
Managed a team with the mission of analyzing the customer journey and scaling out a superior, effortless customer experience
Apr 2019 - Nov 2019
Business Value Consultant
- Advised the company's most strategic enterprise customers, from presales to postsales, on building best-in-class sales organizations (eg. Pure Storage, NetApp, AMEX, Caesars)- Worked on internal top strategic initiatives including partnerships strategy and corporate strategyThe Business Value Consulting team is the internal consulting service for.
Feb 2018 - Mar 2019
Co Founder
Aug 2016 - Oct 2017
Marketing And Growth Intern
Jun 2015 - Aug 2015
Associate
Sep 2012 - Jun 2014
Analyst
Aug 2010 - Sep 2012
Consultant
- A global strategic, financial and management consulting firm ranked as a top 10 Financial Consulting firm by Vault and one of the 100 Fastest-Growing Companies by Fortune.
- Evaluated technology pricing, licensing practices, litigation strategy, and performed financial analyses in various industries
- Collaborated with team members of all levels to compose half a dozen expert reports detailing the results of our analysis
- Created financial models to support opinions including incremental profitability projections, price erosion claims, and regression analyses
Sep 2009 - Jul 2010
Audit Intern
Performed audit selection, testing, and documentation on income statement and balance sheet accounts for clients in retail, consulting, and finance industries; received offer to return full-time
Jun 2008 - Aug 2008
Finance Intern
Analyzed cost trends across locations and time periods to minimize costs of Kaiser’s 17 facilities; created reports to allocate funding, optimizing nurse-patient ratios in accordance to regulations; received full-time offer to return
Jun 2007 - Oct 2007
Team & coworkers
Colleagues at Workato
Other employees you can reach at workato.com. View company contacts →
KG
Kamil Gawęda
Colleague at Workato
Bielsko-Biała, Śląskie, Poland, Poland
View →
AV
Archana Verma
Colleague at Workato
Buffalo, New York, United States, United States
View →
JY
Jia Ying Lee
Colleague at Workato
Singapore, Singapore
View →
VA
Vanessa Alvarez Moriarty
Colleague at Workato
San Jose, California, United States, United States
View →
QA
Quynh Adrong
Colleague at Workato
San Jose, California, United States, United States
View →
MD
Michelle Diefenderfer
Colleague at Workato
San Francisco Bay Area, United States, United States
View →
SQ
Sabrina Quek
Colleague at Workato
Singapore, Singapore, Singapore
View →
N"
Nader "Nate" Afshar
Colleague at Workato
Austin, Texas, United States, United States
View →
NG
Noah Grant
Colleague at Workato
Tallahassee, Florida, United States, United States
View →
MC
Michael Cheng Chng Jin
Colleague at Workato
Singapore, Singapore
View →
Kamil Gawęda
Colleague at Workato
Bielsko-Biała, Śląskie, Poland, Poland
View →
AV
Archana Verma
Colleague at Workato
Buffalo, New York, United States, United States
View →
JY
Jia Ying Lee
Colleague at Workato
Singapore, Singapore
View →
VA
Vanessa Alvarez Moriarty
Colleague at Workato
San Jose, California, United States, United States
View →
QA
Quynh Adrong
Colleague at Workato
San Jose, California, United States, United States
View →
MD
Michelle Diefenderfer
Colleague at Workato
San Francisco Bay Area, United States, United States
View →
SQ
Sabrina Quek
Colleague at Workato
Singapore, Singapore, Singapore
View →
N"
Nader "Nate" Afshar
Colleague at Workato
Austin, Texas, United States, United States
View →
NG
Noah Grant
Colleague at Workato
Tallahassee, Florida, United States, United States
View →
MC
Michael Cheng Chng Jin
Colleague at Workato
Singapore, Singapore
View →
2 education records
Heather Yan education
Mba, Entrepreneurial Management; Marketing & Operations Management (Joint Major)
The Wharton School
B.A, Economics
University Of California, Berkeley
FAQ
Frequently asked questions about Heather Yan
Quick answers generated from the profile data available on this page.
What company does Heather Yan work for?
Heather Yan works for Workato.
What is Heather Yan's role at Workato?
Heather Yan is listed as Customer Success Leader at Workato.
What is Heather Yan's email address?
AeroLeads has found 1 work email signal at @mulesoft.com for Heather Yan at Workato.
What is Heather Yan's phone number?
AeroLeads has found 3 phone signal(s) with area code 805 for Heather Yan at Workato.
Where is Heather Yan based?
Heather Yan is based in Los Angeles, California, United States while working with Workato.
What companies has Heather Yan worked for?
Heather Yan has worked for Workato, Mulesoft, Xant.Ai, Global Ladder, and Le Tote.
Who are Heather Yan's colleagues at Workato?
Heather Yan's colleagues at Workato include Kamil Gawęda, Archana Verma, Jia Ying Lee, Vanessa Alvarez Moriarty, and Quynh Adrong.
How can I contact Heather Yan?
You can use AeroLeads to view verified contact signals for Heather Yan at Workato, including work email, phone, and LinkedIn data when available.
What schools did Heather Yan attend?
Heather Yan holds Mba, Entrepreneurial Management; Marketing & Operations Management (Joint Major) from The Wharton School.
What skills is Heather Yan known for?
Heather Yan is listed with skills including Management Consulting, Data Analysis, Strategy, Financial Analysis, Talent Management, Leadership, Management, and Financial Modeling.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial