Customer Success Manager
vor 2 Monaten
As a key member of our customer-facing team, you will play a critical role in driving the success of our customers on the Workiva platform. Your primary responsibility will be to serve as the primary point of contact for assigned customers, managing the entire customer lifecycle and focusing on positive business outcomes.
Key Responsibilities:- Drive customer adoption of Workiva solutions and demonstrate product value to customers
- Regularly engage with senior stakeholders to review progress, address concerns, and identify opportunities for additional services or features
- Work closely with clients to understand their needs and objectives, ensuring they derive maximum value from our solutions
- Consult on best practices, workflows, and management business reviews
- Identify risks within named accounts and take appropriate actions to manage and/or escalate to an efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Advocate for customers internally by providing continuous feedback to Workiva's Sales, Implementation, Marketing, Product, and Engineering teams
- Drive customer retention and growth by identifying and pursuing opportunities for renewals, upselling, and cross-selling additional Workiva solutions in collaboration with sales
- Undergraduate Degree or equivalent combination of education and experience in a related field
- 2+ years of related experience in Customer Success, Customer Service, or Account Management and Sales
- Fluency in German and English
- Experience working in a high growth technology organization - preferably SaaS
- Experience working closely with the CFO function within large corporate organizations or finance departments is highly desirable
- Experience driving customer retention and growth by identifying and pursuing opportunities for renewals, upselling, and cross-selling additional solutions in collaboration with sales
- Knowledge of working with clients to understand their needs and objectives, ensuring they derive maximum value from our solutions
- Ability to analyze and understand complex problems and translate them into simple solutions
- Expert communication and presentation skills with a high-level of comfort delivering consultative recommendations to executives and management teams
- Self-starter with ability to manage time and prioritize competing demands
- Up to 10% travel annually
- Reliable internet access for any period of time working remotely, not in a Workiva office
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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