Senior Customer Success Manager, Workiva
Workiva Carbon
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
- 4 years of related experience in Customer Success, Customer Service, Account Management, or Sales
- Bachelor’s degree
- An advanced degree will be considered in lieu of experience
- Willingness to travel, with up to 15% travel expected for team and corporate meetings, contributing to building strong relationships and representing the company's interests
- Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements
Desirable
- Working experience focused on sustainability, climate, carbon accounting, or a related industry
- Deeply committed to customer success - not just satisfaction
- A passion for sustainability is a must
- Ability to understand complex problems deeply and explain potential solutions simply
- Expert observation, communication, and presentation skills with a high level of comfort in delivering consultative recommendations to executives & management teams
- Self-starter with the ability to manage time and prioritize competing demands
What the job involves
- Workiva's Senior Customer Success Managers (CSMs) are vital members of our customer-facing team. Serving as the primary contact, they manage the entire customer lifecycle, emphasizing business outcomes, identifying growth opportunities, and ensuring value realization in high-value named accounts post-sale
- As a Senior CSM on the Workiva Carbon Team, your mission is to maximize customers’ return on investment (ROI) in the Workiva Platform
- Building strong relationships with key stakeholders, you'll serve as a strategic advisor, moving them forward in product maturity
- Collaborating with various internal teams, your mission is to drive widespread adoption through effective onboarding, training, and support
- Drive customer adoption of Workiva solutions
- Continuously prove return on investment (ROI) to your customers at the Senior Management level
- Consult on best practices, workflows, and management business reviews
- Develop multi-level relationships throughout customer organizations, serve as a trusted advisor to executives & key stakeholders
- Identify risks and develop risk mitigation plans within high-touch named accounts & take appropriate actions to manage and escalate to an efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Ensure top 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 manage a pipeline of upcoming renewal opportunities & consistently achieve revenue retention targets
- Enable customers to use the Workiva Platform to achieve technology goals and maximize return on investment (ROI)
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.
Share this job
View 20 more jobs at Workiva