Senior Lead Customer Success Manager

🕒 Yesterday

🇺🇸 United States – Remote

💵 $137k - $235k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Workiva

WebsiteLinkedInAll Job Openings

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

• Build and maintain account organization, goals, strategic priorities, and multi-year account plans • Cultivate C-suite and VP relationships and run impact-focused Business Reviews • Map Workiva's portfolio to customer agendas and identify whitespace opportunities • Use adoption data and health signals to diagnose issues and design targeted interventions • Uncover workflow gaps and build enablement that drives lasting behavior change • Identify expansion opportunities and present business cases to Account Executives • Maintain renewal forecasts, flag risks, and navigate commercial conversations • Communicate business risk, efficiency, and strategic impact to executive stakeholders • Prepare internal executive sponsors for high-stakes customer conversations • Own escalations through root-cause documentation, cross-functional coordination, and customer communication • Mentor CSMs on territory management, stakeholder strategy, and commercial thinking • Contribute to team-wide playbooks and tools • Provide evidence-backed input to Product and GTM teams

🎯 Requirements

• 8+ years in B2B SaaS Customer Success, Strategic Account Management, or Consulting • Bachelor's degree or equivalent experience • Track record of retaining and growing complex, multi-stakeholder enterprise accounts across multiple renewal cycles • Experience identifying and qualifying expansion opportunities alongside a sales partner • Executive presence at the C-suite level • Ability to analyze data and turn it into a clear story that drives action • CRM discipline and reliable forecasting • Experience leading or coordinating cross-functional work without direct authority • Willingness to mentor others • Willingness to travel up to 20% for team and corporate meetings • Reliable internet access for periods of remote work

🏖️ Benefits

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Flexible work arrangements, including working remotely from any location within the employee's country of employment • Reasonable accommodations for applicants with disabilities • Up to 20% travel for team and corporate meetings

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