Application Guide

How to Apply for Customer Success Manager - Spanish Speaker

at Workiva

🏢 About Workiva

Workiva specializes in streamlining integrated ESG (Environmental, Social, and Governance) reporting, helping organizations achieve transparent climate impact tracking and compliance. The company stands out by focusing on a critical, growing niche in sustainability reporting and compliance technology. Working at Workiva offers the opportunity to contribute to meaningful environmental transparency while being part of a remote-first organization.

About This Role

As a Spanish-speaking Customer Success Manager at Workiva, you'll serve as the primary point of contact for Spanish-speaking customers, managing their entire lifecycle on the ESG reporting platform. This role is impactful because you'll directly influence how organizations achieve compliance and demonstrate climate impact through technology adoption. You'll bridge customer needs with Workiva's implementation, support, and sales teams to drive business outcomes.

💡 A Day in the Life

A typical day involves conducting business reviews in Spanish with key stakeholders, analyzing customer usage data to identify adoption gaps, collaborating with implementation teams on onboarding Spanish-speaking clients, and documenting customer interactions in CRM systems. You'll balance proactive check-ins with reactive issue resolution while identifying opportunities to expand Workiva's footprint within existing accounts.

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🎯 Who Workiva Is Looking For

  • Native or fluent Spanish speaker with professional business communication skills in both Spanish and English
  • Experience managing customer lifecycles in B2B SaaS, particularly with complex enterprise platforms
  • Proven ability to identify growth opportunities within existing accounts while managing risks and escalations
  • Background in ESG, compliance, sustainability reporting, or related fields would be highly advantageous

📝 Tips for Applying to Workiva

1

Explicitly highlight your Spanish language proficiency level and any experience working with Spanish-speaking clients in your resume summary

2

Quantify your impact on customer retention, upsell success, or product adoption rates in previous customer success roles

3

Research Workiva's specific ESG reporting solutions and mention how you would help Spanish-speaking clients navigate these tools

4

Demonstrate understanding of the compliance landscape for ESG reporting in Spanish-speaking markets

5

Show how you've collaborated with implementation, support, and sales teams in past roles to create seamless customer experiences

✉️ What to Emphasize in Your Cover Letter

['Your specific experience with Spanish-speaking clients and understanding of cultural nuances in business communication', "How you've driven product adoption and demonstrated value in previous customer success roles", 'Your approach to identifying growth opportunities while managing risks within customer accounts', "Why you're specifically interested in ESG/sustainability technology and Workiva's mission"]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting solutions and how they differ from competitors
  • → Current ESG compliance requirements in Spanish-speaking markets (EU regulations affecting Latin American companies, etc.)
  • → Workiva's customer case studies, particularly any involving Spanish-speaking organizations
  • → The company's remote work culture and how customer success teams collaborate virtually

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Describe your experience managing the complete customer lifecycle for Spanish-speaking enterprise clients
2 How would you handle a situation where a Spanish-speaking client is struggling with ESG compliance reporting on the Workiva platform?
3 Walk us through your process for identifying upsell opportunities while maintaining strong customer relationships
4 What strategies would you use to ensure product adoption among diverse stakeholders in a Spanish-speaking organization?
5 How have you collaborated with implementation and support teams in the past to resolve complex customer issues?
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⚠️ Common Mistakes to Avoid

  • Applying without addressing Spanish language proficiency or experience with Spanish-speaking clients
  • Generic customer success experience without tailoring to ESG/compliance technology context
  • Focusing only on support aspects without demonstrating ability to identify growth opportunities
  • Not understanding the difference between customer success and account management/sales roles

📅 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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