Enterprise Customer Success Manager

Cost of Revenues Australia


The Enterprise Customer Success Manager is responsible for understanding customer objectives and helping to align internal stakeholders around the desired business outcomes for a set of emerging enterprise accounts. He or she will help promote user loyalty and influence user adoption for clients deemed essential to the growth of Workiva. To do this, as a customer facing role, the position will focus on developing champions in the organizations we work with to ensure maximum adoption and use of solutions purchased as well as identify different areas where Wdesk can solve customer business challenges. Internally, these individuals will work with the sales team and Solution CSM's to develop holistic account strategies that lead to usage expansion and help maintain high CSAT and NPS scores. It is imperative that any internal stakeholder talking to our biggest customers understand all factors in play. Enterprise CSM's will also focus on establishing and communicating the value of Wdesk across the organization by connecting outcomes achieved to business objectives. 

Performs activities to increase product adoption and use:

  • Build strong relationships with key customer stakeholders to help guide us through their organization and introduce us to different teams.
  • Generate leads for the Workiva sales team to pursue
  • Evaluate organizational inefficiencies to help clients define appropriate business outcomes to be achieved.
  • Identify opportunities for Workiva to consult with customers on setups
  • Develop relationships with the Workiva Sales teams to ensure everyone is working towards the same goal and to decrease task overlap
Maximizes adoption of licenses and value derived from solutions:
  • Ensure that Solution CSMs can focus on building successful customer use cases by removing any obstacles and helping escalate items as necessary.
  • Understand customer needs well enough to identify users that might not be seeing value in Wdesk and executing a plan to increase ROI.
  • Facilitate training (by self service or virtual mods) for new teams as needed to ensure users are active in Wdesk
  • Conduct meetings to help customers understand the positive business outcomes they are achieving using Wdesk
  • Understand customer expectations and service agreement terms of each contracts and ensure the work is completed and delivered to the customer on or before the deadline
Provides excellent service to customers through fact-finding and education:
  • Learn the Wdesk platform and how it is used in each market where Workiva maintains a presence
  • Ensure any customer inquiries are answered promptly and help identify the best person at Workiva to get involved when necessary
  • Meets with customers onsite up to 25% of the time to develop positive and beneficial business relationships
Shares User Insights Internally to increase overall team performance:
  • Inform internal teams of customer needs by providing feedback about product issues, possible product enhancements, and by testing new functionality in the software
  • Create JIRA tickets when unable to resolve product issues in Wdesk
  • Ensure that all customer conversations are recorded using internal tools and that all Workiva employees that touch the account are aware of pertinent information
  • Engage with onboarding team, solution architects, and any other team providing service to the client to ensure client expectations are being met
  • Share knowledge with teammates by being an active participant in team meetings and on Slack.
  • Excellent verbal, written, and interpersonal communication skills
  • Self-motivated with strong propensity for action, results and continuous improvement
  • The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary
  • Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
  • Proven track record of solving technical problems
  • Fluency in English required
  • 5+ years of customer success, strategic account management or sales experience in a business-to-business sales environment.
  • Experience commensurate with the size and complexity of assigned customer(s).
  • Multiple in-person meetings with customers
  • 4+ years of direct customer advocacy and engagement experience in post-sales support, or equivalent experience in professional services, consultancy, project management or account management functions.
  • B.S./B.A. required; equivalent experience in lieu of degree accepted

Working Conditions & Physical Requirements:
  • Up to 25% travel to meet with customers onsite