Lead SaaS customer success through platform adoption, ROI delivery, and executive relationships at Workiva with flexible office or remote work. As a Lead Customer Success Manager, you oversee customer lifecycles across Workiva’s highest value named accounts. You guide executives through value realization, product maturity, and scalable adoption. Your work includes onboarding, training, consultative recommendations, renewal forecasting, and stakeholder communication.
Key Responsibilities
- Drive Workiva Platform adoption and prove ROI to executives
- Consult on workflows, best practices, and management business reviews
- Build trusted relationships across customer organizations and internal teams
- Identify risks, forecast revenue changes, and resolve customer issues
- Manage renewal pipelines and achieve revenue retention targets
Requirements:
- Undergraduate degree or equivalent related education and experience
- Six years of Customer Success, Service, Account Management, or Sales experience
- Experience supporting a SaaS application preferred
- Expertise in assigned customer use cases and software platform solutions
- Robust influence, presentation, prioritization, and problem-solving abilities Apply customer success leadership, SaaS expertise, and executive consulting to maximize Workiva Platform value and retention.