Application Guide
How to Apply for Senior Customer Success Manager
at Workiva
🏢 About Workiva
Workiva is a leading provider of cloud-based compliance and reporting solutions, uniquely positioned at the intersection of ESG, finance, and audit. Their platform simplifies complex regulatory requirements, making them a key player in the growing ESG reporting market. Working here means joining a mission-driven company that values transparency and innovation.
About This Role
As a Senior Customer Success Manager, you'll be the primary point of contact for key accounts, ensuring they realize maximum value from Workiva's platform. This role is critical for driving retention, identifying expansion opportunities, and serving as a trusted advisor on ESG reporting best practices.
💡 A Day in the Life
A typical day might start with reviewing customer health dashboards and prioritizing outreach. You'll likely have a check-in call with a key stakeholder to discuss their reporting goals, followed by a training session on a new feature. Afternoons could involve collaborating with sales on expansion opportunities and preparing a quarterly business review for a top account.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- Has 4+ years of experience in customer success or strategic account management, preferably in SaaS or compliance-focused industries.
- Demonstrates strong relationship-building skills with C-level stakeholders and can navigate complex organizational structures.
- Possesses a data-driven mindset with the ability to analyze usage metrics and articulate ROI to customers.
- Is self-motivated and comfortable working remotely, with excellent time management and multitasking abilities.
📝 Tips for Applying to Workiva
Highlight any experience with ESG, sustainability, or regulatory reporting in your resume and cover letter.
Quantify your achievements in previous roles, e.g., 'Improved customer retention by 20% through proactive engagement.'
Tailor your application to emphasize your ability to generate leads and identify upsell opportunities, as this is a key responsibility.
Mention your familiarity with cloud-based platforms and your comfort level with data analytics tools.
Include a brief example of how you've successfully managed a challenging customer situation to resolution.
✉️ What to Emphasize in Your Cover Letter
["Your passion for ESG and sustainability, and how it aligns with Workiva's mission.", 'Specific examples of building strategic relationships and driving customer ROI.', 'Your ability to work independently in a remote environment while collaborating cross-functionally.', 'Your track record of identifying growth opportunities within existing accounts.']
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Understand Workiva's ESG reporting solutions and how they integrate with financial reporting.
- → Review recent news about regulatory changes in ESG reporting (e.g., SEC climate rules).
- → Familiarize yourself with Workiva's customer base, especially industries like energy, finance, and manufacturing.
- → Explore Workiva's company culture through employee reviews on Glassdoor or LinkedIn.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Failing to mention ESG or compliance experience, which is central to this role.
- Being too generic about customer success without tying it to platform adoption or ROI.
- Not demonstrating remote work readiness or self-motivation in your examples.
📅 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!