Principal Customer Success Manager

Workiva
United States
Workplace: RemoteFull timeUSD 143,000 - 240,000 annuallyFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Mentorship","Strategic planning","Cross-functional collaboration","Risk management"]

Own Workiva’s most strategic enterprise accounts as a senior individual contributor, building multi-year success plans tied to business outcomes. Lead executive business reviews, diagnose adoption and health using usage signals, and design interventions that close adoption gaps. Collaborate with Sales on expansion and renewals, manage escalations end-to-end, and set repeatable practices across the CS organization while mentoring others.

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Workiva
Workiva
3 days ago

Principal Customer Success Manager

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Last checked: 13 hours agoStatus: Live

Job Summary

Own Workiva’s most strategic enterprise accounts as a senior individual contributor, building multi-year success plans tied to business outcomes. Lead executive business reviews, diagnose adoption and health using usage signals, and design interventions that close adoption gaps. Collaborate with Sales on expansion and renewals, manage escalations end-to-end, and set repeatable practices across the CS organization while mentoring others.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Create comprehensive account success plans by connecting organizational priorities and long-term goals to Workiva capabilities
  • •Drive platform adoption using usage data, health signals, and targeted interventions to address adoption gaps
  • •Lead enterprise business reviews focused on outcomes such as operational efficiency, compliance readiness, and reporting accuracy
  • •Collaborate with Sales on expansion opportunities, renewal forecasts, risk mitigation plans, and complex commercial conversations
  • •Own escalations from identification through resolution by coordinating across functions and communicating root causes to customers
Travel: Medium travel

Pay and Benefits

Salary: USD 143,000 - 240,000 annually
Equity and Bonus:Equity
Perks:Health Insurance401kRsus

Key Requirements

  • •10+ 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 read adoption and health data and translate it into an executive-level account narrative and action plan
Experience:10+ yearsB2B SaaS
Education:Bachelor's
Skills:CommunicationMentorshipStrategic planningCross-functional collaborationRisk management
Tech Stack:CRM

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