Senior Manager of Product Support - FRX & Capital Markets

As a Senior Manager of Customer Support, you’ll be responsible for building and supporting a team of highly motivated technical support specialists in their pursuit of delivering exemplary support and creating an effortless experience across all customer interactions. This team supports the FRX and Capital Markets solutions;  the products customers rely on through reporting cycles, regulatory filing deadlines, and capital markets transactions, where accuracy and timeliness are critical. This role requires strategic, hands-on engagement with other departments to problem solve and drive improvements grounded in customer support data and direct customer feedback.

What You'll Do

• Mentor support specialists, manage performance cycles, resolve conflicts, and drive team development

• Manage support channels (email, phone, chat), implement process improvements, and deploy new tools to boost efficiency

• Serve as the primary point of escalation for personnel and high-stakes, customer-impacting issues

• Drive initiatives like escalation frameworks and feedback loops; collaborate with Engineering, Product, and Success to resolve ownership and SLA gaps

• Own KPIs (CSAT, SLA, response/resolution times), perform root-cause analysis, and implement data-driven improvements

• Scale workflows, staffing, and resources to handle product releases, regulatory deadlines, and reporting cycles.

• Lead high-impact projects, represent support leadership in high-visibility meetings, and manage organizational change

• Anticipate periods of elevated demand tied to product releases, regulatory deadlines, and reporting cycles, and proactively adjust workflows, knowledge content, and staffing to maintain performance through transitions

• Deliver regular development opportunities to increase and reinforce competence in the Workiva application, and serve as a subject matter expert and consultant for its use

What You'll Bring

Minimum Qualifications

• Bachelor's degree with 8 years of related experience, or Master's degree with a minimum of 6 years of related experience, or PhD with 4 years of related experience

• More than 5 years of direct, experienced people-leadership including supervising entry-level managers and/or established individual contributors  with proven ownership of the full performance cycle

• 2+ years successfully performed in a Technical Support Engineer or other customer-facing technical role within Workiva or a similar industry

Preferred Qualifications

• Proven ability to diagnose root causes and improve resolution metrics (CSAT, SLA) through measurable targets

• Experience leading teams through complex transitions (new tooling, scope expansion) while maintaining SLA performance

• Proven track record of driving multi-stakeholder initiatives and resolving ownership tensions between Engineering, Product, and Success teams

• Experience applying AI and automation to optimize support workflows

• Familiarity with SEC/regulatory reporting, XBRL, and capital markets

• Strong communication across technical/executive audiences, self-motivated, organized, and customer-service oriented

• Well organized with superb time management; able to allow for contingencies and prioritize multiple, potentially overlapping customer requirements

Travel Requirements

• Minimal travel required.

• Reliable internet access for any period of time working remotely, not in a Workiva office.

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.

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, 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.