Consult on best practices, workflows, and management business reviews
Develop multi-purpose relationships throughout customer organizations
Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
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
Work with Sales to understand the details of upcoming renewals
Teach customers how to use the Workiva Platform
Use customer management tools to track customer communication, issues, and metrics
Requirements
Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience
2 years of related experience (Customer Success, Customer Service, Account Management or Sales)
Benefits
A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package