Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. 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. Consult on best practices, workflows, and management business reviews 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 Use customer management tools to track customer communication, issues, and metrics Undergraduate degree or equivalent combination of experience and education in a related field; 2 years of related experience (Customer Success, Customer Service, Account Management or Sales)



Experience supporting a SaaS application preferred Deep commitment to customer success
- not just satisfaction Self-starter with strong time management and prioritization skills Reliable internet access for any period of time working remotely, as we embrace adaptable work arrangements May handle escalations and coordinate across functional areas of the company, including Marketing, Sales, Professional Services, Engineering, Finance, Training, and/or Support. Minimally impacts quality of own work and the work of others on team Based on clearly defined objectives, receives general instructions on routine work, detailed guidance on new assignments; begins to take ownership of assigned activities Typically requires a Bachelor's degree and a minimum of 2 years of related experience; Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation
- ensuring data is trusted, traceable, and ready to act on. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. #

📌 Customer Success Manager Iberia (Comunidad de Madrid)
🏢 Workiva
📍 Comunidad de Madrid