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.

What You’ll DoDrive 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 escalate 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

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 experience3 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

Preferred Qualifications 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

Travel Requirements & Working Conditions 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

Why Join Workiva 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…