As a CSM, your primary mission will be to maximize our customers’ ROI in the Workiva Platform
You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle
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
Continuously prove ROI to your customers
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
Teach customers how to use the Workiva Platform
Use customer management tools to track customer communication, issues, and metrics
Willingness to travel, with up to 10% of travel expected for team and corporate meetings, contributing to building strong relationships and representing the company's interests
Benefits
$53,000.00 - $90,000.00
A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package
The salary range represents the low and high end of the salary range for this job in the US
The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors
Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available
Casual Dress: Workiva has a casual work environment, most people wear jeans to the office
Involvement: Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), Volunteering, Company wide celebrations, and more
Work-life Balance: We have competitive PTO, VTO and Parental Leave