
1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
💰 $689.3k Venture Round on 2014-10
Consulting • Healthcare • Logistics
Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.
🔥 3 minutes ago
🗣️🇪🇸 Spanish Required
Where this job comes from
Posted on Workiva's careers page, not through a job board
First seen by Remote Rocketship 3 minutes ago

1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
💰 $689.3k Venture Round on 2014-10
Consulting • Healthcare • Logistics
Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.
• Serve as the primary point of contact for customers and manage the entire customer lifecycle • Maximize customers' return on investment in the Workiva Platform • Develop and maintain relationships with management, product adoption sponsors, and key stakeholders • Own and proactively manage a portfolio of named accounts • Drive customer adoption of Workiva solutions and ensure continuous ROI • Consult on best practices, workflows, and management business reviews • Develop multi-purpose relationships throughout customer organizations • Identify account risks and manage or escalate issues to resolution • Ensure customers work toward key Customer Journey milestones using customer-facing Success Plans • Advocate for customers internally through feedback to Sales, Services, Marketing, Product, and Engineering teams • Work with Sales on renewals and identify growth opportunities • Teach customers to use the Workiva Platform and support product adoption • Use customer management tools to track communication, issues, and metrics • Collaborate with Services, Support, Marketing, and Sales teams to onboard, train, and support customers
• Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience • 3 years of related experience in Customer Success, Customer Service, Account Management or Sales • Experience independently managing a portfolio of customers/book of business, with responsibility for customer relationships and outcomes • Fluent in both Spanish and English • Experience managing enterprise customers and navigating complex customer organisations • Experience supporting a SaaS application preferred • Tech-savvy, with the ability to quickly understand and communicate technical products and solutions • Ability to identify opportunities for customer growth, expansion and increased product adoption • Ability to understand complex problems and explain their source simply • Strong communication and presentation skills with comfort delivering consultative recommendations • Self-starter with strong ownership mentality, time management and prioritization skills • Willingness to travel up to 10% for team and corporate meetings
• Flexible work arrangements • Reliable internet access for any period of time working remotely • Willingness to travel up to 10% for team and corporate meetings • Comprehensive security and privacy training tailored to employees' roles • Reasonable accommodations for applicants with disabilities
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