Workiva, Inc

Senior Customer Success Manager

Workiva, Inc$74K — $125K *
US-AnywhereRemote in Denver, CO
Consumer Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of related experience
  • Bachelor's degree; advanced degree may substitute for experience
  • Experience supporting a SaaS product preferred
  • Background in customer success, strategic account management, or B2B sales
  • Experience in post-sales support or equivalent roles
  • Self-motivated with a strong results orientation
  • Exceptional organizational skills to multitask under pressure

Responsibilities

  • Build relationships with key customer business and IT stakeholders
  • Generate customer success leads for the sales team
  • Evaluate inefficiencies to define business outcomes
  • Identify consulting opportunities for customer setups
  • Collaborate with Account teams to reduce overlap
  • Understand customer needs to enhance platform ROI
  • Facilitate user training to ensure active engagement
  • Conduct meetings to showcase positive customer achievements
  • Ensure contract terms and expectations are met
  • Respond promptly to customer inquiries and manage tickets
  • Engage with various teams to meet customer expectations

Benefits

  • Discretionary annual bonus
  • Restricted Stock Units granted at hire
  • 401(k) matching
  • Comprehensive employee benefits package
  • Flexible work arrangements
Full Job Description
The Senior Customer Success Manager at Workiva is a dynamic role focused on customer value and growth. By building strategic, trusted partnerships with business and IT stakeholders, you will accelerate outcomes for our customers, provide world-class expertise, and create customer heroes.

You'll be a customer champion, driving adoption, mitigating risk, ensuring retention and finding innovative ways our platform can solve customer challenges. Join us in making a difference for our customers and Workiva!

What You'll Do:
  • Build strong relationships with key customer business and IT stakeholders to help guide us through their organization and introduce us to different teams
  • Generate leads (CSQL) for the Workiva sales team to pursue
  • Evaluate organizational inefficiencies to help customers define appropriate business outcomes
  • Identify opportunities for Workiva to consult with customers on setups
  • Develop relationships with the Workiva Account teams to ensure everyone is working towards the same goal and to decrease task overlap
  • Understand customer needs well enough to identify users that might not be seeing value in Workiva's Platform and executing a plan to increase return on investment (ROI)
  • Facilitate training (by self service or virtual mods) for new teams as needed to ensure users are active in Workiva's Platform
  • Conduct meetings to help customers understand the positive business outcomes they are achieving using Workiva's Platform
  • Understand customer expectations and service agreement terms of each contracts and ensure the work is completed and delivered to the customer on or before the deadline
  • Learn the Workiva Platform and how it is used in each market where Workiva maintains a presence
  • Ensure any customer inquiries are answered promptly and help identify the best person at Workiva to get involved when necessary
  • Ensure customer awareness and issue resolution practices around ticket management when unable to resolve product issues in Workiva Platform
  • Engage with onboarding team, solution architects, and any other team providing service to the customer to ensure customers expectations are being met


What You'll Need

Minimum Qualifications
  • 4+ years of related experience
  • Bachelor's degree - An advanced degree will be considered in lieu of experience


Preferred Qualifications
  • Experience supporting a SaaS product preferred
  • Background in customer success, strategic account management, or sales within a business-to-business (B2B) sales environment
  • Direct customer advocacy and engagement experience in post-sales support, or equivalent experience in professional services, consultancy, project management, or account management functions
  • Self-motivated with strong propensity for action, results and continuous improvement and proven track record to solve technical problems
  • Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines


Travel Requirements & Working Conditions
  • Willingness to travel up to 10% for team and corporate meetings, fostering relationships and representing company interests
  • Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements


How You'll Be Rewarded
• Salary range in the US: $74,000.00 - $125,000.00
• A discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

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About Workiva, Inc

Workiva Inc. is a global software company headquartered in Ames, Iowa. The company provides cloud-based solutions for connected reporting and compliance, enabling collaboration and data integration for enterprises. Workiva's platform offers a suite of tools for data management, reporting, and compliance, including SOX, SEC, and XBRL reporting. The company's customers include more than 75% of the Fortune 500 and over 2,800 enterprises worldwide. Workiva was founded in 2008 and went public in 2014.
Learn more about Workiva, Inc
Size
2,106 employees
Market Cap
$4.3 billion
Industry
Net Income
-$48.4 million
Founded
2008
5 Year Trend
+19.9%
Revenue
$351.5 million
NASDAQ

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