Application Guide

How to Apply for Associate Renewals Manager

at Workiva

🏢 About Workiva

Workiva is a unique company specializing in integrated ESG (Environmental, Social, and Governance) reporting, helping organizations achieve transparent climate impact and compliance. They stand out by focusing on streamlining complex reporting processes through their SaaS platform, making them a leader in the growing ESG technology space. Someone might want to work there to contribute to meaningful environmental transparency while being part of a remote-first, forward-thinking tech company.

About This Role

As an Associate Renewals Manager at Workiva, you'll be responsible for maximizing revenue from existing customer subscriptions by proactively managing renewals and resolving contract issues. This role is impactful because you'll directly contribute to customer retention and business growth in the critical ESG reporting sector, ensuring clients continue using Workiva's platform for their compliance needs. You'll serve as a key liaison between customers and account managers to identify at-risk accounts and develop mitigation strategies.

💡 A Day in the Life

A typical day involves reviewing your portfolio of upcoming renewals in the CRM, proactively reaching out to customers to discuss subscription terms, and collaborating with account managers on opportunity identification. You might analyze usage data to spot at-risk accounts, develop mitigation plans, and update customer records while resolving any contract issues that arise. The remote nature means you'll be scheduling your own customer meetings and managing your territory independently throughout the day.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • Has at least 1 year of hands-on experience in SaaS renewals or sales, specifically with subscription-based models
  • Demonstrates proven ability to work independently in a remote environment, including self-scheduling appointments and managing their own territory
  • Possesses exceptional time management skills with experience balancing multiple customer accounts and renewal timelines simultaneously
  • Shows understanding of customer relationship management (CRM) tools and how to use them effectively for renewals tracking

📝 Tips for Applying to Workiva

1

Highlight specific SaaS renewals experience in your resume, quantifying results like renewal rates or revenue retention percentages

2

Demonstrate your remote work discipline by mentioning specific tools or systems you've used to manage your own schedule and territory

3

Research Workiva's ESG reporting platform and mention how your skills align with helping customers maintain compliance through renewals

4

Tailor your application to show understanding of both the revenue maximization and customer relationship aspects of renewals management

5

Include examples of how you've proactively identified at-risk accounts and developed mitigation plans in previous roles

✉️ What to Emphasize in Your Cover Letter

['Your specific experience with SaaS subscription renewals and how it prepared you for maximizing revenue at Workiva', 'Examples of successfully managing customer relationships remotely and coordinating with account teams', 'Understanding of ESG reporting/compliance space and why retaining customers in this sector matters', 'Your approach to territory management and self-direction in a remote work environment']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting solutions and how they help companies with climate impact transparency
  • → The regulatory landscape for ESG reporting (like SEC climate disclosure rules) that drives customer need for Workiva's platform
  • → Workiva's company culture and remote work policies as mentioned in their careers page or employee reviews
  • → Recent news about Workiva's growth, partnerships, or product developments in the ESG technology space

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Describe your process for identifying at-risk accounts and developing mitigation plans for subscription renewals
2 How do you coordinate with account managers to uncover new subscription opportunities within existing accounts?
3 Walk me through your experience using CRM tools specifically for renewals management and customer tracking
4 What strategies do you use to manage your time and territory effectively when working remotely?
5 How would you handle a customer who is hesitant to renew their ESG reporting subscription due to budget constraints?
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⚠️ Common Mistakes to Avoid

  • Applying with only product sales experience rather than specific SaaS renewals/subscription management background
  • Failing to demonstrate remote work discipline or self-management capabilities in your application materials
  • Not showing understanding of the connection between renewals management and customer retention in the ESG compliance sector

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!

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