As a Customer Success Manager (CSM) at Workiva, you are a critical part of our customer-facing team - driving the success of our customers on the Workiva platform. You’ll serve as the primary point of contact for assigned customers, managing the entire customer lifecycle, focusing on positive business outcomes and identifying opportunities for growth within customer accounts. You’ll work closely with Workiva’s Implementation, Support, Marketing and Sales teams to ensure customers are effectively onboarded, trained, and supported throughout the customer journey.
As a CSM, your primary mission will be to maximize our customers’ value from the Workiva platform through developing and maintaining close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle.
What You’ll Do
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Drive customer adoption of Workiva solutions and continuously demonstrate product value to your customers
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Manage diverse customer needs through robust product knowledge and expertise
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Consult on best practices, workflows, and management business reviews
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Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
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Record customer activity, outcomes, issues, and communication in customer management tools
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Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Implementation, Marketing, Product, & Engineering teams
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Work with Sales to understand the details of upcoming customer renewals
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Use customer management tools to track customer communication, issues, and metrics
What You'll Need
Minimum Qualifications
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Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience
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2 years of related experience in Customer Success, Customer Service, Account Management, or Sales
Preferred Qualifications
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Working knowledge of the Finance function within a bank, insurance firm, or fund company OR experience working in consultant or advisory for the CFO function for banks, insurance firms or fund companies preferred
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Excellent communication skills and able to demonstrate the ability to communicate at multiple levels
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Evidence of successful relationship building both internally and externally
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Experience supporting a SaaS application preferred
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Expert observation, communication, and presentation skills with a high-level of comfort delivering consultative recommendations to executives & management teams
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Self-starter with ability to manage time and prioritize competing demands
Travel Requirements and Working Conditions
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Willingness to travel up to 15% for team and corporate meetings, fostering relationships and representing company interests
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Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements
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 [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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Workiva Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Workiva and has not been reviewed or approved by Workiva.
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Equity Value & Accessibility — Equity is positioned as a standard part of total rewards, with company equity granted from day one and stock purchase opportunities available. The overall package is often framed as well-rounded by combining salary, bonus, and equity.
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Healthcare Strength — Healthcare coverage is described as comprehensive, spanning medical, dental, and vision options across large networks along with life and disability insurance. Mental health support and specialty coverage, including transgender healthcare benefits, further strengthen the health offering.
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Leave & Time Off Breadth — Time-off provisions emphasize flexibility, including flexible PTO for vacation or sick time, paid holidays, and company-wide wellbeing days. Volunteer time off and an annual Day of Service add additional paid time-away options.
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What We Do
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.
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