Customer Success Manager - 12 month contract
Customer Success Manager - 12 month contract
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Job Description
As a Customer Success Manager (CSM) at Workiva you are a critical part of our customerfacing team driving the success of our customers on the Workiva platform. Youll serve as the primary point of contact for assigned customers managing the entire customer lifecycle focusing on positive business outcomes and identifying opportunities for growth within customer accounts. Youll work closely with Workivas Implementation Support Marketing and Sales teams to ensure customers are effectively onboarded trained and supported throughout the customer journey.
As a CSM your primary mission will be to maximize our customers value from the Workiva platform through developing and maintaining close relationships with management product adoption sponsors and/or key stakeholders throughout the customer lifecycle.
What Youll Do
Drive customer adoption of Workiva solutions and continuously demonstrate product value to your customers
Manage diverse customer needs through robust product knowledge and expertise
Consult on best practices workflows and management business reviews
Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
Record customer activity outcomes issues and communication in customer management tools
Advocate for customers internally by providing continuous feedback to Workivas Sales Implementation Marketing Product & Engineering teams
Work with Sales to understand the details of upcoming customer renewals
Use customer management tools to track customer communication issues and metrics
What Youll Need
Minimum Qualifications
Undergraduate degree or equivalent combination of education and experience 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
Preferred Qualifications
Working knowledge of the Finance function within a bank insurance firm or fund company OR experience working in consultant or advisory for the CFO function for banks insurance firms or fund companies preferred
Excellent communication skills and able to demonstrate the ability to communicate at multiple levels
Evidence of successful relationship building both internally and externally
Experience supporting a SaaS application preferred
Expert observation communication and presentation skills with a highlevel of comfort delivering consultative recommendations to executives & management teams
Selfstarter with ability to manage time and prioritize competing demands
Travel Requirements and Working Conditions
Willingness to travel up to 15 for team and corporate meetings fostering relationships and representing company interests
Reliable internet access for any period of time working remotely as we embrace flexible work arrangements
Workiva is an Equal Opportunity Employer.We believe that great minds think differently.We value diversity of backgrounds beliefs and interests and we recognize diversity as an important source of intellectual thought varied perspective and innovation. Employment decisions are made without regard to age gender identity race religion disability status sexual orientation or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process please email.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles ensuring adherence to company policies and regulatory standards.
Required Experience:
Manager
Employment Type
Full-Time
