Remote-Ready Enterprise Customer Success Leader

Workiva Inc.; Northern (KY); Hybrid; USD 93,000 - 165,000; Full time

Benefits offered by this job

Discretionary bonus

RSUs granted at hire

401(k) match

Comprehensive benefits

Job summary

Workiva Inc. is seeking a Lead Customer Success Manager to own a portfolio of enterprise accounts and connect Workiva's platform to critical business outcomes.

You will partner with account executives to drive retention, adoption, and growth, lead business reviews, and champion operational excellence across finance, IT, and leadership. Travel up to 20% and work in a remote-friendly environment, with a discretionary annual bonus, RSUs, and a comprehensive benefits package.

Qualifications

• 6+ years in B2B SaaS Customer Success, Account Management, or Consulting.
• Proven ability to manage multi-stakeholder enterprise accounts.
• Strong communication and cross-functional collaboration.

Responsibilities

• Build account plans tying priorities to Workiva capabilities.
• Cultivate relationships with business owners, finance leaders, and IT contacts.
• Identify platform growth opportunities and present a strong business case.
• Lead Business Reviews focused on outcomes, efficiency, compliance, and impact.
• Use usage data to diagnose adoption gaps and design targeted interventions.
• Collaborate with Sales to identify expansion opportunities and provide renewal forecasts.
• Engage with executive sponsors and communicate outcomes in business terms.
• Own escalations and coordinate across functions to resolve issues.
• Keep CRM records accurate, including renewal timelines and health metrics.
• Share patterns with team and AE partners to scale success.

Skills

B2B SaaS

Customer Success

Account Management

Consulting

Job description

Workiva Inc. is seeking a Lead Customer Success Manager to own a portfolio of enterprise accounts and connect Workiva's platform to critical business outcomes.

You will partner with account executives to drive retention, adoption, and growth, lead business reviews, and champion operational excellence across finance, IT, and leadership. Travel up to 20% and work in a remote-friendly environment, with a discretionary annual bonus, RSUs, and a comprehensive benefits package.