Senior Customer Success Manager

🔥 12 hours ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $74k - $125k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Build strong relationships with key customer business and IT stakeholders • Generate leads (CSQL) for the Workiva sales team • Evaluate organizational inefficiencies and help customers define business outcomes • Identify opportunities for Workiva consulting engagements • Coordinate with Workiva Account teams to align goals and reduce task overlap • Identify users not receiving value from the Workiva Platform and execute ROI-improvement plans • Facilitate self-service or virtual training for new teams • Conduct meetings to demonstrate customers’ positive business outcomes • Understand contract expectations and service agreement terms, ensuring work is delivered on time • Learn the Workiva Platform and its use in each market where Workiva operates • Respond promptly to customer inquiries and identify appropriate Workiva contacts • Manage customer awareness and issue-resolution practices around product tickets • Engage onboarding teams, solution architects, and other service teams to meet customer expectations

🎯 Requirements

• 4+ years of related experience • Bachelor’s degree; an advanced degree will be considered in lieu of experience • Experience supporting a SaaS product preferred • Background in customer success, strategic account management, or sales within a B2B sales environment • Direct customer advocacy and engagement experience in post-sales support, or equivalent experience in professional services, consultancy, project management, or account management functions • Self-motivated with strong propensity for action, results and continuous improvement • Proven track record to solve technical problems • Exceptional organizational skills and ability to multitask and manage multiple processes, programs, and procedures simultaneously under pressure to meet deadlines • Willingness to travel up to 10% for team and corporate meetings • Reliable internet access while 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 • Ability to work from an office or remotely from any location within the country of employment • Reasonable accommodations for applicants with disabilities