Customer Success Manager, Workiva
Software for sustainability, GRC & financial reporting
Be an early applicant
Software for sustainability, GRC & financial reporting
1001+ employees
Be an early applicant
1001+ employees
Company mission
To power transparent reporting for a better world.
Role
Who you are
- Undergraduate degree or equivalent combination of education and experience in a related field
- 2 years of related experience in Customer Success, Customer Service, Account Management, or Sales
- Excellent communication skills and able to demonstrate the ability to communicate at multiple levels
- Evidence of successful relationship building both internally and externally
- Experience supporting a SaaS application preferred
- Expert observation, communication, and presentation skills with a high level of comfort delivering consultative recommendations to executives & management teams
- Self-starter with the ability to manage time and prioritise competing demands
- Experience using Gainsight or other CRM tools
- Willingness to travel up to 10% for team and corporate meetings, fostering relationships and representing company interests
- Reliable internet access for any period of time while working remotely, as we embrace flexible work arrangements
What the job involves
- As a Customer Success Manager (CSM) at Workiva, you are a critical part of our customer-facing team
- CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes and identifying opportunities for growth within their named accounts post-sale
- As a CSM, your primary mission will be to maximise our customers' return on investment (ROI) in the Workiva Platform
- You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle
- You will work closely with Workiva’s Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey
- You'll drive customer adoption of Workiva solutions and continuously demonstrate product value to your customers
- Manage diverse customer needs through robust product knowledge and expertise
- Consult on best practices, workflows, and management business reviews
- Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Implementation, Marketing, Product, & Engineering teams
- Work with Sales to understand the details of upcoming customer renewals
- Use customer management tools to track customer communication, issues, and metrics
Salary benchmarks
Our take
For large-scale businesses, collecting and sharing data can be a complex and challenging process. Workiva solves this problem with its AI-powered data platform.
Workiva is one of the biggest players in the market, serving around 75% of Fortune 500 companies, including Google and Delta. Workiva's controlled, secure and audit-ready platform has maintained a clear edge over much of its competition.
Workiva's quality product and its commitment to transparency has made it a firm favourite with companies around the world. If it can maintain this, it stands to consolidate its impressive growth even further in the coming years.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2014
$0.7m
EARLY VC
Dec 2012
$30.7m
SERIES C
Total funding: $46.9m
Company HQ
Ames, IA
Leadership
Julie Iskow
(CEO)Julie joined Workiva in 2019 sa COO/President and became CEO in 2023. Previously, she served as the CTO at Medidate Solutions and as the CIO at WageWorks.
David Haila
(CTO)David has been at Workiva since 2009, joining the team as a Senior Software Engineer. Since then, he has held a number of roles and became CTO in 2023.
Jill Klindt
(CFO & EVP)Jill has been at Workiva since 2008, joining as a Controller before holding a number of roles and becoming CFO & EVP in 2023. Previously, she held Financial roles at Financial Intelligence, Wells Fargo Financial, CitiMortgage, and Principal Financial Group.
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