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Customer Success Manager

🔥 7 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

Where this job comes from

Posted on Workiva's careers page, not through a job board

First seen by Remote Rocketship 7 minutes ago

Logo of Workiva

Workiva

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.

📋 Description

• Serve as the primary point of contact for customers • Manage the entire customer lifecycle and focus on business outcomes • Identify growth opportunities within named accounts post-sale • Maximize customers’ return on investment in the Workiva Platform • Develop and maintain relationships with management, product adoption sponsors, and key stakeholders • Collaborate with Services, Support, Marketing, and Sales teams to drive adoption • Drive customer adoption of Workiva solutions • Ensure continuous ROI for customers • Consult on best practices, workflows, and management business reviews • Develop multi-purpose relationships throughout customer organizations • Identify, manage, and escalate risks within named accounts • Ensure customers work toward key milestones using customer-facing Success Plans • Advocate for customers internally by providing feedback to Sales, Services, Marketing, Product, and Engineering teams • Work with Sales to understand upcoming renewals • Teach customers to use the Workiva Platform • Use customer management tools to track communications, issues, and metrics

🎯 Requirements

• 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 sources simply • Strong communication and presentation skills • Comfort delivering consultative recommendations • Strong time management and prioritization skills • Willingness to travel up to 10% • Reliable internet access for periods working remotely

🏖️ Benefits

• Flexible work arrangements • Reliable internet access for periods working remotely • Travel opportunities up to 10% for team and corporate meetings • Reasonable accommodations for applicants with disabilities • Comprehensive security and privacy training

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