Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Business
Customer Success Management, Client Relationship Management
Job Description & How to Apply Below
Executive-facing SaaS account success at Workiva combines renewal forecasting, stakeholder influence, and customer value realization across flexible work arrangements.
As Lead Customer Success Manager, you maximize return on investment for Workiva Platform customers and support widespread adoption. You collaborate with Sales, Services, Support, Marketing, and leadership while managing account risks and renewal opportunities. The role requires travel up to 20% and reliable internet for remote work.
Key Responsibilities:- Forecast upcoming renewal opportunities with Sales partners
- Consistently achieve customer revenue retention targets
- Record customer activity, outcomes, issues, and communications
- Mitigate risks and address issues for efficient resolution
- Provide onboarding, training, and ongoing customer support
- Six years in Customer Success, Service, Account Management, or Sales
- Related undergraduate degree or equivalent education and experience
- Strong observation, influence, and presentation skills
- Excellent time management and prioritization abilities
- Willingness to travel up to 20% for meetings
Use executive communication, SaaS customer management, and renewal expertise to strengthen adoption and retention for Workiva accounts.
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