Senior Director of Customer Success

🕒 vor 5 Monaten

🇺🇸 Vereinigte Staaten – Remote

💵 $170.000 - $274.000 / Jahr

⏰ Vollzeit

🟠 Senior

🏆 Customer Success

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Workiva

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 2008

☁️ SaaS

💸 Finanzen

📋 Compliance

SaaS • Finance • Compliance

Workiva ist eine cloudbasierte, KI-gestützte Plattform, die Finanzberichterstattung, Risiko- und Compliance-Management sowie Nachhaltigkeitsberichterstattung vereint. Sie ermöglicht es Teams, Daten über Systeme hinweg zu verknüpfen, in Echtzeit zusammenzuarbeiten, Berichte zu automatisieren (einschließlich XBRL-Tagging) und die Prüfbarkeit und Nachvollziehbarkeit für regulierte Offenlegungen und Prüfprozesse aufrechtzuerhalten. Workiva bedient große Unternehmen sowie Finanz-, Rechts-, Prüfungs- und Nachhaltigkeitsteams, um die Berichterstattung zu beschleunigen, die Genauigkeit zu verbessern und Risiken zu reduzieren.

Beschreibung

• Lead CS strategy and execution for Enterprise (Majors) and Financial Services customers, ensuring consistent value delivery across highly complex, multi-stakeholder environments • Guide customers through platform adoption, enterprise transformation, and long-term value roadmaps aligned to business and regulatory priorities • In partnership with our VP of CS, serve as executive sponsor for top accounts, guiding strategy and value realization, championing long-term “art of the possible” platform vision, and actioning risk • Drive the strategy and governance model for renewal and retention across Enterprise and Financial Services segments, ensuring forecast accuracy, visibility, and accountability at scale • Design and institutionalize frameworks and processes for proactive risk detection, mitigation, and executive escalation, enabling early intervention and predictable outcomes • Deliver on expansion performance through a scalable, value-based engagement strategy that aligns key stakeholders on measurable business outcomes • Operationalize our CS vision for a standardized, proactive, outcome-driven engagement model across Enterprise and Financial Services, ensuring consistent execution of Premium and Signature Experiences • Champion Signature Experience with our largest, most complex customers; working in partnership with Sales leadership to develop and execute a joint strategy to achieve revenue targets • Leverage partnerships with Solution Success, Digital Success, and CX to identify opportunities to scale value delivery while preserving high-touch where it matters most • Serve as a trusted partner to Sales leadership (CRO, SVP Sales, Sales VPs) across Enterprise and Financial Services segments • Co-own strategic Account Planning with Sales, aligning customer value priorities, forecasting methodology, renewal strategy, and expansion opportunities • Lead and participate in joint executive QBRs, ensuring a unified narrative across Customer Success and Sales • Set the vision and lead a multi-layer Customer Success organization through strong people leadership, clear role accountability, and a culture of performance, growth, and customer impact • Establish clear operating cadences for renewal forecast, customer health, adoption, and risk management that drive clarity, predictability, and scale • Ensure consistent use of customer insights and tooling to drive proactive engagement, data-driven accountability, and consistent delivery of Premium and Signature engagements

🎯 Anforderungen

• 12+ years of progressive experience in Enterprise Customer Success, Enterprise Account Management, or similar B2B SaaS leadership roles • Experience in B2B SaaS enterprise environments • Undergraduate degree or equivalent combination of education and experience in a related field • 8+ years of experience leading and mentoring teams, with a demonstrated ability to develop talent and scale a function • Deep experience leading Customer Success strategy and execution for Enterprise and Financial Services customers operating in complex, regulated environments • Proven success building and scaling multi-level Customer Success organizations supporting enterprise SaaS deployments, with clear retention, expansion, and adoption outcomes • Strong track record of collaboration with Sales and Account leadership to drive joint account planning, forecast renewals, mitigate risk, and accelerate growth across large customer portfolios • Demonstrated ability to build trusted, executive-level relationships with C-suite business and IT stakeholders, driving strategic alignment and measurable value realization • Experienced leading teams through transformation toward proactive, value-based, and lifecycle-driven engagement models, including premium or “white-glove” service experiences • Skilled in establishing renewal rigor and forecast accuracy to ensure predictable retention and expansion results across enterprise segments • Exceptional executive presence, communication, and influence, with success leading through others and uniting cross-functional teams around customer impact • Strong operational and analytical mindset, leveraging data and insights to balance strategic planning with scalable, high-performance execution.

🏖️ Vorteile

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