Customer Success Manager, Workiva
Governance, Risk & Compliance
$57-91k
+ Discretionary bonus typically paid annually + Restricted Stock Units
Software for sustainability, GRC & financial reporting
Job no longer available
Software for sustainability, GRC & financial reporting
1001+ employees
Job no longer available
$57-91k
+ Discretionary bonus typically paid annually + Restricted Stock Units
1001+ employees
Company mission
To power transparent reporting for a better world.
Role
Who you are
- Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience
- 2 years of related experience (Customer Success, Customer Service, Account Management or Sales)
- Experience supporting a SaaS application preferred
- Deep commitment to customer success - not just satisfaction
- Ability to understand complex problems and explain the source of those problems simply
- Strong communication and presentation skills with a high level of comfort in delivering consultative recommendations
- Self-starter with strong time management and prioritization skills
- 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 working remotely, as we embrace flexible work arrangements
What the job involves
- Workiva Customer Success Managers (CSM) 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 maximize 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
- Drive customer adoption of Workiva solutions
- Ensure continuous ROI to your customers
- Consult on best practices, workflows, and management business reviews
- Develop multi-purpose relationships throughout customer organizations
- Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
- Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans
- Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams
- Work with Sales to understand the details of upcoming renewals
- Teach customers how to use the Workiva Platform
- Use customer management tools to track customer communication, issues, and metrics
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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