At a Glance
- Tasks: Elevate customer success through data analysis and strategic program execution.
- Company: Join Workiva, a leader in financial reporting solutions.
- Benefits: Competitive salary, remote work options, and professional development opportunities.
- Other info: Dynamic team environment with a focus on innovation and collaboration.
- Why this job: Make a real impact by helping customers maximise their platform value.
- Qualifications: 4+ years in Customer Success or similar, with strong data analysis skills.
The predicted salary is between 60000 - 80000 € per year.
The Solution Success Manager, Financial Reporting serves as a primary influencer to ensure our customers realize maximum value from the Workiva platform at scale. In this role, you will be instrumental in elevating solution health through data analysis and insights and executing programs that improve platform adoption across the entire customer base. You will serve as a solution expert, providing strategic technical counsel to our customer base and acting as a thought partner to Customer Success Managers. In close collaboration with the customer’s overall success team (Customer Success, Support and Product), you’ll monitor solution health to build and implement improvement mechanisms that scale. In this role, your focus will be on Workiva’s solutions for Financial Reporting (FR).
What You’ll Do
- Interpret and analyze solution health metrics (usage trends, NPS, connect rates, and risk signals) to develop and execute targeted strategies that improve customer value realization at scale.
- Proactively address common solution challenges at scale by designing, developing, and executing various enablement programs, such as expert‑led office hours, specialized webinars, and specific use case campaigns.
- Serve as a subject matter expert in the Customer Success organization, providing technical guidance to help drive customer value realization.
- Work across internal Workiva teams to navigate complex, solution‑specific customer post‑onboarding opportunities and challenges to ensure swift resolution and sustained customer health.
- Provide solution‑specific enablement to the Customer Success teams (e.g., training, office hours, playbooks, etc.) to help them deliver meaningful value to our customers.
- Act as a solution‑level advocate, capturing and synthesizing high‑value feedback to influence the product roadmap and resolve solution‑specific roadblocks.
What You’ll Need
Minimum Qualifications
- 4+ years of related career experience in Customer Success, Consulting, Professional Services or similar in a software organization - preferably SaaS.
- Undergraduate degree or equivalent experience in a technical, business, or related field.
Preferred Qualifications
- Strong technical aptitude and ability to translate functional solution mastery into tangible business outcomes.
- Previous experience in the financial reporting industry or working with financial reporting products or solutions.
- High proficiency in data analysis and the ability to use data visualization tools to tell a compelling story and drive business decisions.
- Excellent verbal and written communication skills, with the ability to host webinars and present data‑driven insights to cross‑functional stakeholders.
- A natural inclination for creating repeatable processes, templates, and automated workflows.
- A self‑starter who is comfortable working in ambiguity and taking ownership of new programs from concept to execution.
Travel Requirements & Working Conditions
- Up to 10% travel for customer and internal events.
- Reliable internet access for any period of time working remotely and not in a Workiva office.
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.
Solution Success Manager - Financial Reporting in London employer: Workiva
At Workiva, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As a Solution Success Manager in Financial Reporting, you will have the opportunity to make a significant impact by helping customers maximise their value from our platform, all while enjoying a supportive environment that encourages professional growth and development. With a commitment to diversity and inclusion, along with flexible working arrangements, Workiva is dedicated to empowering employees to thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Solution Success Manager - Financial Reporting in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Workiva on LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing the Solution Success Manager role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by diving deep into Workiva's platform and its financial reporting solutions. Familiarise yourself with common challenges customers face and think of ways you could address these. Showing that you understand the product will set you apart from other candidates.
✨Tip Number 3
Practice your presentation skills! Since this role involves hosting webinars and presenting data-driven insights, it’s crucial to be comfortable speaking in front of others. Try rehearsing with friends or family to get feedback and build your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the Workiva team. Let’s get you that job!
We think you need these skills to ace Solution Success Manager - Financial Reporting in London
Some tips for your application 🫡
Show Your Expertise:Make sure to highlight your experience in Customer Success or similar roles. We want to see how your background aligns with the responsibilities of a Solution Success Manager, especially in financial reporting.
Data is Key:Since this role involves a lot of data analysis, don’t forget to showcase your skills in interpreting metrics and using data visualisation tools. Share examples of how you've used data to drive business decisions in the past.
Tailor Your Application:Take the time to customise your application for this specific role. Use keywords from the job description to demonstrate that you understand what we’re looking for and how you can contribute to our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Workiva
✨Know Your Metrics
Familiarise yourself with key performance indicators relevant to the role, such as usage trends and NPS scores. Be prepared to discuss how you would interpret these metrics to drive customer value and improve solution health.
✨Showcase Your Technical Skills
Highlight your technical aptitude by discussing past experiences where you've translated complex data into actionable insights. Bring examples of how you've used data visualisation tools to tell a compelling story that influenced business decisions.
✨Prepare for Collaborative Scenarios
Since this role involves working closely with Customer Success Managers and other teams, think of examples where you've successfully collaborated across departments. Be ready to share how you navigated challenges and contributed to team success.
✨Demonstrate Your Self-Starter Attitude
Emphasise your ability to take ownership of projects from concept to execution. Share specific instances where you've initiated programs or processes that improved customer engagement or solution adoption, showcasing your proactive approach.
