Customer Success Architect, Workiva
Spanish Speaker
Software for sustainability, GRC & financial reporting
Job no longer available
Software for sustainability, GRC & financial reporting
1001+ employees
Job no longer available
1001+ employees
Company mission
To power transparent reporting for a better world.
Role
Who you are
- Bachelor's 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
- English and Spanish fluency
- Self-motivated with a strong propensity for action, results, and continuous improvement and a high level of comfort working in ambiguity
- Passionate about customer success and tenacious at driving long-term customer value
- Highly data-driven and meticulously detailed with a commitment to drive customer engagement towards business outcomes and value realization
- Excellent communication skills, both written and verbal, with the ability to convey complex concepts clearly
- Ability to work collaboratively across departments and influence stakeholders at all levels of the organization
- Must be able to travel up to 20% annually
- Reliable internet access for any period working remotely, not in a Workiva office
What the job involves
- 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
- Proactively identify opportunities for innovation and optimization, working hand-in-hand with cross-functional teams to implement solutions that drive customer satisfaction and loyalty
- Deliver Value…Early: 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
- Partner Collaboration: 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
- Customer Graduation: 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
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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