As a Product Success Manager - Financial Reporting & GRC, you will drive product adoption and growth motions at Workiva. You will work directly with customers to enhance their experience and build successful reference accounts. You will collaborate with internal teams to monitor satisfaction, deliver programs, and act as a liaison for platform deployment. Based in our Growth Team, you will define success for our solutions in financial reporting and GRC.
What You'll Do
Review customer accounts and collaborate across internal teams to address platform needs and technical troubleshooting
Analyze customer renewal likelihood and help manage risks to mitigate churn
Interpret customer satisfaction metrics and develop strategies to improve them
Define new product insights and metrics that drive organizational decisions
Represent Customer Success within Product Development to ensure new features add customer value
Scale emerging solutions and challenge current operating methods to improve customer satisfaction
Partner with leadership to drive decisions impacting the product and customer experience
Align with global teams to ensure best-in-class product success processes
Enable Customer Success teams to deliver meaningful value to customers
Enable customers and internal teams on the benefits of new product releases
What You'll Need
Minimum Qualifications
4+ years of experience in Customer Success, Product Management, or Professional Services within a software organization, preferably SaaS
Undergraduate degree or equivalent combination of relevant career experience
Experience with financial reporting products or database systems
Preferred Qualifications
Experience with financial reporting and management reporting frameworks, internal control, or internal audit
Knowledge of connected data solutions and the Workiva platform of connected products/solutions
Proven track record with product enablement and measurable customer success
Highly data-driven and meticulously detailed with a commitment to drive customer engagement towards business outcome and value realization
Excellent verbal and written communication skills, including the ability to chair sessions and host webinars
Ability to operate effectively in environments of constant change
Self-motivated and action-oriented approach with strong execution skills
Strong project management skills and attention to detail
Ability to interact with business partners at all levels of the organization
Travel Requirement & Working Conditions
Up to 10% travel for customer and internal events
Reliable internet access for remote work
Workiva is an Equal Employment 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, 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 [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.
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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