Executive-ROI Lead Customer Success Manager

Workiva Inc.; California; Hybrid; USD 120,000 - 170,000; Full time

Job summary

Workiva Inc. is seeking a Lead Customer Success Manager to drive platform adoption and prove ROI at the VP or Chief Executive level. You will manage the full customer lifecycle, onboard and train customers, and serve as a trusted advisor to VPs, chiefs, and key stakeholders.

You will collaborate with Sales, Services, Marketing, and Product to optimize value realization, forecast renewals, and guide customers along their value journey. Travel up to 20% and lead CS team initiatives.

Qualifications

• Minimum 6 years in Customer Success, Customer Service, Account Management, or Sales.
• Ability to understand and simplify complex problems for executives.
• Strong observation, influence, and presentation skills delivering consultative recommendations.

Responsibilities

• Drive customer adoption of the Workiva platform and prove ROI at VP/CEO level.
• Consult on best practices, workflows, and business reviews with stakeholders.
• Develop multi-level relationships and act as trusted advisor across organizations.
• Identify risks, forecast revenue changes in named accounts, and address issues promptly.
• Record customer activity and outcomes in CRM tools and Success Plans.
• Coordinate with Sales to forecast renewals and achieve retention targets.
• Collaborate with internal teams to ensure scalable adoption and value realization.
• Lead by example and contribute to team improvements through quarterly objectives.

Skills

Customer success

Relationship building

Executive communications

Strategic advisory

Problem solving

Time management

Presentation skills

Travel readiness

Education

Bachelor's degree or equivalent

Job description

Workiva Inc. is seeking a Lead Customer Success Manager to drive platform adoption and prove ROI at the VP or Chief Executive level. You will manage the full customer lifecycle, onboard and train customers, and serve as a trusted advisor to VPs, chiefs, and key stakeholders.

You will collaborate with Sales, Services, Marketing, and Product to optimize value realization, forecast renewals, and guide customers along their value journey. Travel up to 20% and lead CS team initiatives.