Senior Customer Success Manager @ Workiva | Jobright.ai
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Workiva · 3 days ago

Senior Customer Success Manager

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AnalyticsBusiness Process Automation (BPA)
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Insider Connection @Workiva

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Responsibilities

Drive customer adoption of Workiva solutions
Prove return on investment (ROI) to customers at the Senior Management level
Consult on best practices, workflows, and management business reviews
Develop multi-level relationships throughout customer organizations and serve as a trusted advisor to executives & key stakeholders
Identify risks, develop risk mitigation plans within high-touch named accounts, and take appropriate actions to manage and escalate to an efficient resolution
Record customer activity, outcomes, issues, and communication in customer management tools
Ensure top 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 manage a pipeline of upcoming renewal opportunities and consistently achieve revenue retention targets
Enable customers to use the Workiva Platform to achieve technology goals and maximize return on investment (ROI)

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer SuccessAccount ManagementSalesCarbon AccountingConsultative RecommendationsProblem-SolvingCommunicationPresentationTime Management

Required

4 years of related experience in Customer Success, Customer Service, Account Management, or Sales
Bachelor’s degree

Preferred

Working experience focused on sustainability, climate, carbon accounting, or a related industry
Deeply committed to customer success - not just satisfaction
A passion for sustainability is a must
Ability to understand complex problems deeply and explain potential solutions simply
Expert observation, communication, and presentation skills with a high level of comfort in delivering consultative recommendations to executives & management teams
Self-starter with the ability to manage time and prioritize competing demands

Benefits

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package

Company

Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.

H1B Sponsorship

Workiva has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1)
2022 (1)
2021 (3)
2020 (5)

Funding

Current Stage
Public Company
Total Funding
$680.58M
Key Investors
Bluestem Capital
2023-08-14Post Ipo Debt· $625M
2014-12-12IPO· nyse:WK
2014-10-17Series Unknown· $0.69M

Leadership Team

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Jeffrey Trom
Chief Technology Officer, Technology & Executive Vice Preside
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Penny Ashley Lawrence
SVP, CPX (Customer & Partner Experience)
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Company data provided by crunchbase
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