
1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
Consulting • Healthcare • Logistics
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
🕒 September 14
🗣️🇩🇪 German Required
Where this job comes from
Posted on Workiva's careers page, not through a job board
First seen by Remote Rocketship September 14

1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
Consulting • Healthcare • Logistics
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
• Serve as the primary post-sale point of contact for customers • Manage the entire customer lifecycle and focus on business outcomes • Drive adoption of Workiva solutions and maximize customer ROI • Maintain relationships with management, product adoption sponsors, and key stakeholders • Consult on best practices, workflows, and management business reviews • Identify account risks and manage or escalate them to resolution • Ensure customers work toward milestones using customer-facing Success Plans • Advocate for customers internally and provide feedback to Sales, Services, Marketing, Product, and Engineering • Work with Sales on upcoming renewals • Teach customers how to use the Workiva Platform • Track customer communication, issues, and metrics using customer management tools • Identify opportunities and close additional revenue through upselling and cross-selling • Support client renewal and retention results • Handle escalations and coordinate across functional areas
• Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience • 2 years of related experience in Customer Success, Customer Service, Account Management or Sales • Experience supporting a SaaS application preferred • Deep commitment to customer success • Ability to understand complex problems and explain their source simply • Strong communication and presentation skills • Comfort delivering consultative recommendations • Self-starter with strong time management and prioritization skills • Willingness to travel up to 10% • Reliable internet access for periods of remote work • Typically requires a Bachelor’s degree and a minimum of 2 years of related experience; or an advanced degree without experience
• Flexible work arrangements • Willingness to travel up to 10% for team and corporate meetings • Reasonable accommodations for applicants with disabilities • Comprehensive security and privacy training tailored to employees’ roles
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