Solution Success Manager - Financial Reporting

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 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.