Senior Customer Success Manager

🔥 13 hours ago

⛰️ Colorado, Florida, +1 more states – Remote

⛰️ Colorado – Remote 🐊 Florida – Remote 🤠 Texas – Remote

💵 $74k - $118k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

SaaS • Finance • Compliance

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.

📋 Description

• 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

🎯 Requirements

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

🏖️ Benefits

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package