Application Guide
How to Apply for Customer Success Manager - GRC (Governance, Risk & Compliance)
at Workiva
🏢 About Workiva
Workiva is a leading SaaS company that streamlines integrated ESG reporting, helping organizations transparently disclose their climate impact and compliance. With a remote-first culture and a focus on innovation, Workiva offers a dynamic environment where you can make a tangible impact on sustainability and governance.
About This Role
As a Customer Success Manager for GRC, you'll drive adoption of Workiva's solutions, ensuring customers achieve continuous ROI. You'll consult on best practices, conduct business reviews, and advocate for customers internally, directly influencing product and service improvements.
💡 A Day in the Life
You'll start by reviewing customer health scores and prioritizing outreach to at-risk accounts. Throughout the day, you'll conduct virtual business reviews, consult on best practices, and collaborate with Sales and Product teams to address customer feedback. Your afternoon might involve preparing for an upcoming QBR or crafting a strategic plan to drive adoption for a key account.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- Has 2+ years of experience in Customer Success, Account Management, or Sales, ideally with a SaaS background.
- Possesses strong communication and presentation skills, able to deliver consultative recommendations to C-level stakeholders.
- Understands governance, risk, and compliance (GRC) concepts and can relate them to ESG reporting.
- Is proactive in identifying customer risks and building multi-level relationships within accounts.
📝 Tips for Applying to Workiva
Highlight any experience with ESG, GRC, or compliance reporting in your resume and cover letter.
Quantify your achievements in customer retention, upsells, or adoption metrics from previous roles.
Mention familiarity with Workiva's platform or similar SaaS tools like Salesforce or Gainsight.
Tailor your application to emphasize consultative skills and ability to drive customer value.
Research Workiva's recent ESG initiatives and mention them in your cover letter to show genuine interest.
✉️ What to Emphasize in Your Cover Letter
['Your experience in driving customer adoption and ensuring ROI in a SaaS environment.', 'Your ability to build relationships and advocate for customers across internal teams.', 'Understanding of GRC and ESG reporting challenges, and how Workiva addresses them.', 'Your consultative approach and success in conducting business reviews with senior stakeholders.']
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Review Workiva's latest ESG report and understand their product offerings.
- → Learn about the competitive landscape in GRC and ESG reporting (e.g., Salesforce Net Zero Cloud, Diligent).
- → Read customer success stories or case studies on Workiva's website.
- → Understand Workiva's company culture and remote work policies.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Failing to tailor your resume or cover letter to the GRC/ESG focus of the role.
- Being too generic about customer success experience without mentioning SaaS or consultative skills.
- Neglecting to research Workiva's specific solutions and how they differentiate from competitors.
📅 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:
Application Review
1-2 weeks
Initial Screening
Phone call or written assessment
Interviews
1-2 rounds, usually virtual
Offer
Congratulations!