Customer Success Architect, Workiva

• Undergraduate degree or equivalent combination of education and experience in a related field
• 2 years + of experience in customer-facing roles such as Customer Success, Product Manager, Solution Architect, and/or IT, Management, or Finance Consultant
• Reliable internet access for any period of time working remotely and not in a Workiva office

Desirable

• As a Customer Success Architect (CSA) at Workiva, you will be a driving force behind our commitment to customer and partner success. Your primary focus will be collaborating closely with valued partners and our shared customers to craft impactful early-lifecycle experiences that foster lasting success for all involved
• As a strategic thinker, you will proactively identify opportunities for innovation and optimization, working hand-in-hand with cross-functional teams to implement solutions that drive customer satisfaction and loyalty
• Your passion for customer success and deep understanding of Workiva's offerings will enable you to provide strategic guidance to customers and partners, maximizing the value they derive from our solutions
• Collaborate closely with customers to understand their business goals and challenges, pinpointing specific areas where Workiva can deliver success
• Define key positive business outcomes (PBOs) and success metrics in partnership with customers, ensuring alignment with their business objectives
• Facilitate the attainment of quick wins and showcase the tangible benefits of Workiva in the early stages of engagement
• Initiate and cultivate strong, collaborative relationships with our partner community, understanding their business models, goals, and values
• Act as the face of our organization, embodying our commitment to partnership excellence and customer success
• Serve as a bridge between our partners and internal teams, ensuring a smooth flow of information and alignment on strategic objectives in service to our mutual customer’s success
• Work closely with customers to assess their readiness to transition to a more traditional Customer Success Manager (CSM), ensuring that our customers not only achieve their initial implementation goals but also continue to thrive with our solutions in the long term
• Collaborate with the customer and internal teams to ensure a smooth handoff while providing comprehensive documentation and insights about the customer's journey, ensuring continuity in support and success strategies