As a Senior Customer Success Manager (Sr CSM) at Workiva, you will play a pivotal role in managing the entire customer lifecycle with a particular focus on onboarding and early engagement, ensuring customers realise immediate value and long-term success with the Workiva platform. Your mission will be to maximise customer ROI by fostering strong relationships with key stakeholders, aligning on business goals, and driving adoption of our solutions. You will work cross-functionally with teams such as Services, Support, Marketing, and Sales to ensure seamless onboarding, training, and customer success
What You’ll Do
Customer Onboarding and Early Engagement: Collaborate closely with customers and partners to define key business outcomes (PBOs) and success metrics, facilitating quick wins and showcasing the value of Workiva from the start
Customer Success Strategy: Develop and execute tailored Customer Success Plans that ensure customers achieve key milestones early in the journey, and continue to derive maximum value from Workiva solutions long-term
Strategic Guidance and Partner Collaboration: Build and maintain strong relationships with partners, ensuring alignment with customer success objectives and facilitating smooth coordination between internal teams and external partners
Cross-Functional Collaboration: Advocate for customers internally by working with Sales, Services, Marketing, Product, and Engineering teams to influence product development, enhance customer experiences, and drive solutions tailored to customer needs
Customer Graduation to CSM Role: Work closely with customers to assess their readiness to transition to a traditional CSM, ensuring smooth handoffs and continuous engagement post-onboarding. Provide comprehensive documentation and insights about customer journeys to ensure ongoing success
Customer Advocacy: Identify potential risks and proactively manage solutions to mitigate issues, ensuring customers remain engaged and satisfied
What You’ll Need
Minimum Qualifications
Bachelor's degree or equivalent experience in Consulting, Engagement Management, Delivery Management, Account Management, or related fields
4+ years of related career experience in Customer Success, Account Management or similar
Preferred Qualifications
Experience with SaaS platforms - ideally handling large data complexity
Strong communication and presentation skills, with an ability to convey complex concepts clearly
A commitment to customer success, focused on driving long-term value and engagement
Ability to collaborate across departments and influence stakeholders at all levels of the organisation
Self-motivated with strong time management skills and the ability to prioritise multiple initiatives effectively
A data-driven mindset, with the ability to analyse customer metrics and adjust strategies accordingly
Ability to work in ambiguous environments and demonstrate flexibility in problem-solving
Strong consultative skills, with experience delivering recommendations that drive business outcomes
Travel Requirement & Working Conditions:
Up to 10% annually for customer and internal meetings
Ability to work remotely with reliable internet access
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.
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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Wellbeing & Lifestyle Benefits — Mental-health resources like Modern Health and an EAP, plus a remote‑first “work where you work best” approach and periodic company‑wide well‑being days, are highlighted as core parts of the package. These elements point to a holistic focus on flexibility and emotional wellbeing.
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Leave & Time Off Breadth — Generous PTO, paid holidays, volunteer time off, and added well‑being time off are repeatedly emphasized. Employer materials also note policy updates to expand time‑off flexibility.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is consistently described. These core benefits are presented as competitive with peer employers.
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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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