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
- Drive customer adoption of Workiva solutions and continuously demonstrate product value to your customers
- Regularly engage with senior stakeholders / champions through meetings, calls, and on-site visits to review their progress, address any concerns, and identify opportunities for additional services or features.
- Work closely with clients to understand their needs and objectives, ensuring they derive maximum value from our solutions. Provide insights and best practices to optimise their usage of the Workiva platform.
- Consult on best practices, workflows, and management business reviews
- Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Advocate for customers internally by providing continuous feedback to Workiva's Sales, Implementation, Marketing, Product, & Engineering teams
- Drive customer retention and growth by identifying and pursuing opportunities for renewals, upselling, and cross-selling additional Workiva solutions in collaboration with sales.
- Use CRM tools to track customer communication, issues, and metrics
What You'll Need
Minimum Qualifications
- Undergraduate Degree or equivalent combination of education and experience in a related field
- 2+ years of related experience in Customer Success, Customer Service or Account Management and Sales
- Fluency in German and English
Preferred Qualifications
- Experience of working in a high growth technology organization - preferably SaaS
- Experience working closely with the CFO function within large corporate organizations or finance departments is highly desirable.
- Experience driving customer retention and growth by identifying and pursuing opportunities for renewals, upselling, and cross-selling additional solutions in collaboration with sales.
- Knowledge of working with clients to understand their needs and objectives, ensuring they derive maximum value from our solutions.
- Ability to analyze and understand complex problems and translate them into simple solutions
- Expert communication & presentation skills with a high-level of comfort delivering consultative recommendations to executives & management teams
- Self-starter with ability to manage time and prioritize competing demands
Travel Requirements & Working Conditions
- Up to 10% travel annually
- Reliable internet access for any period of time working remotely, not in a Workiva office
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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What We Do
Workiva Inc. (NYSE: WK) is the world's leading cloud platform for simplifying regulatory, financial & operational reporting. Our fit-for-purpose technology solutions streamline processes, connect data and teams, and ensure consistency — all within a controlled, secure, audit-ready cloud platform. We founded Workiva to transform the way people manage and report data. Today, people all over the world use our platform to seamlessly enable collaboration and deep integration into existing workstreams to simplify financial and non-financial reporting for companies across the globe.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by our company values: customer success, innovation, trust, integrity, inclusion, collaboration, and accountability. These values, along with our leadership principles are apparent in everything we do as a company – from how we build our software, serve our customers
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