Senior Lead Customer Success Manager

🔥 24 minutes ago

🇺🇸 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

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 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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