Customer Success Manager - Governance, Risk and Compliance; GRC)
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management
Job Description & How to Apply Below
Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes; and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers return on investment (ROI) in the Workiva Platform.
You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva’s Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey.
Drive customer adoption of Workiva solutions
Ensure continuous ROI to your customers
Consult on best practices, workflows, and management business reviews
Develop multi-purpose relationships throughout customer organizations
Identify risks within named accounts & take appropriate actions to manage and/or escape to an efficient resolution
Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams
Work with Sales to understand the details of upcoming renewals
Teach customers how to use the Workiva Platform Use customer management tools to track customer communication, issues, and metrics
Minimum Qualifications Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience2 years of related experience (Customer Success, Customer Service, Account Management or Sales)
Preferred QualificationsExperience supporting a SaaS application preferred
Deep commitment to customer success - not just satisfaction
Ability to understand complex problems and explain the source of those problems simply
Strong communication and presentation skills with a high level of comfort in delivering consultative recommendations
Self-starter with strong time management and prioritization skills
Willingness to travel up to 10% 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 will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis.
How You’ll Be Rewarded- Salary range in the US: $57,000.00 - $95,000.00
- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Why Join WorkivaWorkiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva, you’ll bring…
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