Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes; and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers return on investment (ROI) in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva's Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey.
What You'll DoDrive customer adoption of Workiva solutionsEnsure continuous ROI to your customersConsult on best practices, workflows, and management business reviewsDevelop multi-purpose relationships throughout customer organizationsIdentify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolutionEnsure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success PlansAdvocate for customers internally by providing continuous feedback to Workiva's Sales, Services, Marketing, Product, & Engineering teamsWork with Sales to understand the details of upcoming renewalsTeach customers how to use the Workiva PlatformUse customer management tools to track customer communication, issues, and metricsWhat You'll NeedMinimum QualificationsUndergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience 2 years of related experience (Customer Success, Customer Service, Account Management or Sales)Preferred QualificationsExperience supporting a SaaS application preferredDeep commitment to customer success - not just satisfactionAbility to understand complex problems and explain the source of those problems simplyStrong communication and presentation skills with a high level of comfort in delivering consultative recommendations Self-starter with strong time management and prioritization skillsTravel Requirements & Working ConditionsWillingness to travel up to 10% 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 arrangementsWhy Join WorkivaWorkiva 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 talentacquisition@workiva.com.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.#LI-SP1SummaryLocation: London; Remote - UKType: Full time
Customer Success Manager in London employer: Workiva
Workiva is an exceptional employer that fosters a dynamic and collaborative work culture, empowering employees to innovate and excel in their roles. With a strong focus on professional development and growth opportunities, particularly in the rapidly evolving field of AI-driven solutions, team members are encouraged to expand their skills and make a meaningful impact across EMEA. The company's commitment to leveraging cutting-edge technology and insights ensures that employees are at the forefront of industry advancements, making Workiva a truly rewarding place to build a career.
