Customer Success Manager-Spanish Speaking

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 key stakeholders throughout the customer lifecycle, taking ownership of a portfolio of customers, ideally within an enterprise environment. We are looking for a proactive, tech-savvy individual with a strong customer-centric mindset and commercial awareness, who can identify opportunities to drive adoption, strengthen customer relationships and deliver business value.

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
• Proactively manage a portfolio of named accounts, identifying risks and taking appropriate actions to manage and/or escape issues 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 and identify potential growth opportunities
• Teach customers how to use the Workiva Platform and support product adoption
• Use customer management tools to track customer communication, issues, and metrics

• Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience
• 3 years of related experience (Customer Success, Customer Service, Account Management or Sales)
• Experience independently managing a portfolio of customers/book of business, with responsibility for customer relationships and outcomes
• Fluent in both Spanish and English

• Experience managing enterprise customers and navigating complex customer organisations
• Experience supporting a SaaS application preferred
• Tech-savvy, with the ability to quickly understand and communicate technical products and solutions
• Proactive and commercially minded, with an ability to identify opportunities for customer growth, expansion and increased product adoption
• 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 ownership mentality, 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 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…