Senior Customer Success Manager

The Senior Customer Success Manager at Workiva is a dynamic role focused on customer value and growth. By building strategic, trusted partnerships with business and IT stakeholders, you will accelerate outcomes for our customers, provide world-class expertise, and create customer heroes.

You'll be a customer champion, driving adoption, mitigating risk, ensuring retention and finding innovative ways our platform can solve customer challenges. Join us in making a difference for our customers and Workiva!

What You’ll Do:

• Build strong relationships with key customer business and IT stakeholders to help guide us through their organization and introduce us to different teams

• Generate leads (CSQL) for the Workiva sales team to pursue

• Evaluate organizational inefficiencies to help customers define appropriate business outcomes

• Identify opportunities for Workiva to consult with customers on setups

• Develop relationships with the Workiva Account teams to ensure everyone is working towards the same goal and to decrease task overlap

• Understand customer needs well enough to identify users that might not be seeing value in Workiva’s Platform and executing a plan to increase return on investment (ROI)

• Facilitate training (by self service or virtual mods) for new teams as needed to ensure users are active in Workiva’s Platform

• Conduct meetings to help customers understand the positive business outcomes they are achieving using Workiva’s Platform

• Understand customer expectations and service agreement terms of each contracts and ensure the work is completed and delivered to the customer on or before the deadline

• Learn the Workiva Platform and how it is used in each market where Workiva maintains a presence

• Ensure any customer inquiries are answered promptly and help identify the best person at Workiva to get involved when necessary

• Ensure customer awareness and issue resolution practices around ticket management when unable to resolve product issues in Workiva Platform

• Engage with onboarding team, solution architects, and any other team providing service to the customer to ensure customers expectations are being met

What You'll Need

Minimum Qualifications

• 4+ years of related experience

• Bachelor’s degree - An advanced degree will be considered in lieu of experience

Preferred Qualifications

• Experience supporting a SaaS product preferred

• Background in customer success, strategic account management, or sales within a business-to-business (B2B) sales environment

• Direct customer advocacy and engagement experience in post-sales support, or equivalent experience in professional services, consultancy, project management, or account management functions

• Self-motivated with strong propensity for action, results and continuous improvement and proven track record to solve technical problems

• Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines

Travel Requirements & Working Conditions

• 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

How You’ll Be Rewarded

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.