Interpret and analyze solution health metrics (usage trends, NPS, connect rates, and risk signals) to develop and execute targeted strategies that improve customer value realization at scale.
Proactively address common solution challenges at scale by designing, developing, and executing various enablement programs, such as expert-led office hours, specialized webinars, and specific use case campaigns.
Serve as a subject matter expert Customer Success organization, providing technical guidance to help drive customer value realization.
Work across internal Workiva teams to navigate complex, solution-specific customer post-onboarding opportunities and challenges to ensure swift resolution and sustained customer health.
Provide solution-specific enablement to the Customer Success teams (e.g., training, office hours, playbooks, etc.) to help them deliver meaningful value to our customers.
Act as a solution-level advocate, capturing and synthesizing high-value feedback to influence the product roadmap and resolve solution-specific roadblocks.

4+ years of related career experience in Customer Success, Consulting, Professional Services or similar in a software organization
preferably SaaS.
Undergraduate degree or equivalent experience in a technical, business, or related field.
Strong technical aptitude and ability to translate functional solution mastery into tangible business outcomes.
Previous experience in the financial reporting industry or working with financial reporting products or solutions.
High proficiency in data analysis and the ability to use data visualization tools to tell a compelling story and drive business decisions.
Excellent verbal and written communication skills, with the ability to host webinars and present data-driven insights to cross-functional stakeholders.
A natural inclination for creating repeatable processes, templates, and automated workflows.
A self-starter who is comfortable working in ambiguity and taking ownership of new programs from concept to execution.

Senior Solution Success Manager – Financial Reporting

Key skills