Strategic Enterprise CSM Leader and Mentor

Workiva Inc.; Oregon; Hybrid; USD 137,000 - 235,000; Full time

Benefits offered by this job

Discretionary bonus

Restricted Stock Units

401(k) match

Comprehensive employee benefits

Job summary

Workiva Inc. is seeking a Senior Lead Customer Success Manager to own strategic enterprise relationships and advise clients on connecting our platform to measurable outcomes.

You will mentor CSMs, shape client-success practices, and partner with Sales, Product, and GTM teams to drive renewal and expansion opportunities across complex multi-stakeholder accounts.

This role requires executive presence, pipeline forecasting discipline, and a passion for turning data into decisive actions.

Qualifications

• 8+ years in B2B SaaS Customer Success, Strategic Account Management, or Consulting.
• Bachelor's degree or equivalent experience.

Responsibilities

• Owns strategic enterprise relationships and advises customers on connecting Workiva platform to outcomes.
• Mentor CSMs and contribute to CS practices.
• Identify expansion opportunities and build a business case with AEs.
• Maintain renewal forecasts and flag risks with mitigation plans.
• Engage with VP- and C-level stakeholders using business-risk language.
• Coordinate cross-functional work across Sales, Support, Product, and GTM teams.

Skills

CS leadership

Enterprise account management

B2B SaaS

Executive stakeholder management

Education

Bachelor's degree or equivalent experience

Tools

CRM system

Job description

Workiva Inc. is seeking a Senior Lead Customer Success Manager to own strategic enterprise relationships and advise clients on connecting our platform to measurable outcomes.

You will mentor CSMs, shape client-success practices, and partner with Sales, Product, and GTM teams to drive renewal and expansion opportunities across complex multi-stakeholder accounts.

This role requires executive presence, pipeline forecasting discipline, and a passion for turning data into decisive actions.