Lead Customer Success Manager

🔥 8 minutes ago

🇺🇸 United States – Remote

💵 $93k - $165k / 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

Consulting • Healthcare • Logistics

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

• Own a portfolio of enterprise accounts and serve as a strategic advisor • Partner with the account executive across the full book to drive retention, adoption, and growth • Build account plans connecting customer priorities and goals to Workiva capabilities • Cultivate relationships with business owners, finance leaders, and IT contacts • Identify platform growth opportunities based on evolving customer needs • Lead outcome-focused business reviews • Use product usage data and health signals to diagnose adoption gaps and design interventions • Uncover workflow gaps and build enablement plans • Identify expansion opportunities through whitespace analysis and provide qualified signals to the AE • Provide renewal forecasts, flag risks, and develop mitigation plans • Engage senior stakeholders and communicate business impact • Equip internal executive sponsors for high-stakes customer conversations • Proactively identify risk themes and act before customer issues surface • Own escalations through resolution, coordinating across functions and communicating with customers • Maintain accurate CRM records, including renewal timelines, stakeholder maps, health scores, risk flags, and engagement recaps • Share account patterns and insights with the team and AE partners • Coordinate Solution Success, Product Success, Data Management, and Support engagement

🎯 Requirements

• 6+ years in B2B SaaS Customer Success, Account Management, or Consulting • Bachelor’s degree or equivalent experience • Track record of retaining and growing multi-stakeholder enterprise accounts across multiple renewal cycles • Insurance industry experience preferred • Commercial instincts and ability to build business cases that resonate with buyers • Ability to navigate complex renewal conversations • Ability to read adoption and health data and translate it into clear account narratives and action plans • Strong communication skills across organizational levels • Experience leading or coordinating cross-functional work without direct authority • CRM discipline • Willingness to travel up to 20% for team and corporate meetings • Reliable internet access for any period of time working remotely • Employees are required to undergo comprehensive security and privacy training

🏖️ 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 country of employment • Reasonable accommodations for applicants with disabilities