Education: Bachelor's degree
Experience: 2+ years
- Consult on best practices, workflows, and management business reviews
- Develop multi-purpose relationships throughout customer organizations
- Identify risks within named accounts & take appropriate actions to manage and/or escalate 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
- 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
- 2 years of related experience (Customer Success, Customer Service, Account Management or Sales)
- 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 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
✅ Salary range in the US: $57,000.00 - $91,000.00 ✅ A discretionary bonus typically paid annually
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-JW1
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