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Workiva Lead Customer Success Managers (Lead CSM) play a pivotal role in ensuring customer satisfaction and platform adoption. They oversee the entire customer lifecycle, driving business outcomes, identifying growth opportunities, and ensuring value realization within our highest value named accounts. As a Lead CSM, your main objective is to maximize our customers’ return on investment (ROI) in the Workiva Platform and to facilitate communication between internal and external stakeholders. You will cultivate close relationships with management sponsors, and serve as a strategic advisor to VPs, chief executives, and key stakeholders throughout the customer lifecycle, guiding them along the value curve and product maturity model. You will work closely with Workiva ’s Services, Support, Marketing, Sales, and internal leadership teams to ensure widespread and scalable adoption by effectively onboarding, training, and supporting customers throughout their journey.
What You’ll Do
Drive customer adoption of the Workiva platform and prove ROI at the VP or Chief Executive level
Consult on best practices, workflows, and management business reviews
Develop multi-level relationships, internally and throughout customer organizations and serve as a trusted advisor
Identify and mitigate risks, forecast revenue changes in key name accounts, and promptly address issues to ensure efficient resolution
Record customer activity, outcomes, issues, and communication in customer management tools
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 manage and forecast a pipeline of upcoming renewal opportunities & consistently achieve revenue retention targets
Enable customers to attain maximum value of the Workiva Platform
Drive team improvements through quarterly objectives
Lead by example and utilize leadership skills to benefit others in the Customer Success team
What You'll Need
Minimum Qualifications
Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience 6 years of related experience in Customer Success, Customer Service, Account Management, or Sales
Preferred Qualifications
Experience supporting a SaaS application preferred
Expert in assigned customer use cases and solutions within a software platform Deep commitment to customer success Ability to understand and simplify complex problems and solutions Strong observation, influence, and presentation skills with a high-level of comfort delivering consultative recommendations to internal and external stakeholders Self-starter with excellent time management and prioritization abilities
Travel Requirements & Working Conditions
Willingness to travel up to 20% for team and corporate meetings, fostering relationships and representing company interests
Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva , you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email .
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
