Application Guide

How to Apply for Customer Experience (CX) Engagement Manager

at Workiva

🏢 About Workiva

Workiva is a leader in integrated ESG reporting, helping organizations streamline climate impact disclosure and compliance. Its cloud platform is trusted by thousands of companies globally, and the company is known for its strong culture of innovation and customer-centricity. Working here means contributing to a mission-driven team that values sustainability and transparency.

About This Role

As a CX Engagement Manager, you'll design and execute data-driven campaigns to drive product adoption and enhance the customer journey. You'll collaborate with Customer Success, Product, and Marketing to create seamless, personalized experiences that increase feature awareness and engagement. This role is pivotal in turning usage data into actionable strategies that boost customer retention and satisfaction.

💡 A Day in the Life

A typical day might start with reviewing campaign performance dashboards and analyzing user engagement data. You'll then collaborate with Customer Success to identify at-risk segments and design targeted email or in-app messages. Afternoons often involve updating journey maps, brainstorming with Product on new feature launches, and presenting campaign results to stakeholders.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • A customer experience specialist with 6+ years of hands-on experience in CX or customer marketing, specifically with SaaS or B2B platforms.
  • An expert in customer journey mapping and scaled digital engagement (email, in-app messaging) who can optimize touchpoints based on behavioral data.
  • A data-savvy communicator who can translate complex product usage metrics into clear, targeted campaigns and recommendations.
  • A collaborative team player who thrives in cross-functional settings, especially with Customer Success, Product, and Marketing teams.

📝 Tips for Applying to Workiva

1

Highlight specific examples of usage-driven campaigns you've designed and launched, including metrics like adoption lift or engagement rates.

2

Showcase your journey mapping skills by describing a map you created and how it improved a key customer touchpoint.

3

Tailor your resume to emphasize experience with integrated ESG or sustainability reporting platforms, even if tangential.

4

In your cover letter, mention familiarity with Workiva's platform or similar tools (e.g., Salesforce, Marketo, Pendo) for campaign execution.

5

Quantify your analytical achievements—e.g., 'Increased feature adoption by 20% through targeted in-app messaging based on usage cohorts.'

✉️ What to Emphasize in Your Cover Letter

['Your passion for using data to drive customer engagement and adoption in a B2B SaaS environment.', "Specific examples of how you've partnered with Customer Success and Product teams to align on user-centric workflows.", "Your understanding of the ESG reporting landscape and how Workiva's mission resonates with your career goals.", 'Demonstrate your ability to analyze product usage data and turn insights into scalable, personalized campaigns.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Explore Workiva's ESG reporting platform and its key features (e.g., carbon accounting, compliance dashboards).
  • → Read Workiva's latest blog posts or case studies on customer success and product adoption.
  • → Understand the competitive landscape: who are Workiva's main competitors in ESG reporting (e.g., Salesforce Sustainability Cloud, Persefoni)?
  • → Review the company's culture and values on their careers page, especially around innovation and customer focus.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would design an email campaign to increase adoption of a new feature at Workiva.
2 Describe a time you used customer journey mapping to identify a friction point and how you resolved it.
3 How do you prioritize which customer segments to target with engagement campaigns?
4 Tell us about a time you partnered with Product or Marketing to improve a user workflow. What was your role?
5 How would you measure the success of a 1:many digital engagement campaign? Give specific metrics.
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⚠️ Common Mistakes to Avoid

  • Submitting a generic cover letter that doesn't reference Workiva's ESG mission or the specific role's focus on adoption.
  • Failing to quantify campaign results—vague claims like 'improved engagement' without metrics weaken your application.
  • Neglecting to show cross-functional collaboration experience, which is critical for this role with multiple stakeholders.

📅 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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