Lead Customer Success Manager

Workiva
United States
Workplace: RemoteFull timeUSD 93,000 - 165,000 annuallyFunction: Customer Success & Account ManagementExperience: 6+ yearsEducation: bachelorsSkills: ["Communication","Stakeholder management","Business acumen","Risk management","Cross-functional collaboration"]

Own a portfolio of enterprise accounts as a trusted advisor, building account plans that align customer priorities with Workiva capabilities. Drive retention, adoption, and expansion by using product usage and health signals to design targeted interventions, lead outcome-focused business reviews, and manage renewals and risks. Partner closely with the account executive and coordinate cross-functional teams to ensure seamless specialist engagement and measurable business impact.

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FursaFursa
Workiva
Workiva
3 days ago

Lead Customer Success Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Own a portfolio of enterprise accounts as a trusted advisor, building account plans that align customer priorities with Workiva capabilities. Drive retention, adoption, and expansion by using product usage and health signals to design targeted interventions, lead outcome-focused business reviews, and manage renewals and risks. Partner closely with the account executive and coordinate cross-functional teams to ensure seamless specialist engagement and measurable business impact.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop account plans based on organizational structure, business priorities, and strategic goals.
  • •Drive retention, adoption, and growth by diagnosing adoption gaps and designing targeted interventions.
  • •Identify expansion opportunities and provide renewal forecasts, flagging risk early with mitigation plans.
  • •Lead business reviews focused on customer outcomes such as operational efficiency, compliance readiness, and reporting accuracy.
  • •Resolve risks and escalations end-to-end by coordinating across functions and keeping customers informed throughout.
Travel: Medium travel

Pay and Benefits

Salary: USD 93,000 - 165,000 annually
Equity and Bonus:Equity
Perks:Annual Bonus401kRsus

Key Requirements

  • •6+ years in B2B SaaS Customer Success, Account Management, or Consulting.
  • •Bachelor’s degree or equivalent experience.
  • •Track record retaining and growing multi-stakeholder enterprise accounts across multiple renewal cycles.
  • •Commercial instincts to build business cases and navigate complex renewal conversations.
  • •Ability to interpret adoption/health data and translate it into a clear account narrative and action plan.
Experience:6+ yearsB2B SaaSEnterpriseCustomer successAccount managementConsultingMulti-stakeholder
Education:Bachelor's
Skills:CommunicationStakeholder managementBusiness acumenRisk managementCross-functional collaboration

Company Brief

Workiva
Provides a cloud-based platform for connected reporting, compliance, and financial data collaboration. Workiva streamlines SEC reporting, ESG disclosures, and enterprise risk and compliance workflows for large organizations across industries.
Industry: RegTech
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ames, United States
Founded: 2008
WebsiteLinkedIn