Solution Success Manager - Financial Reporting

• Interpret and analyze solution health metrics (usage trends, NPS, connect rates, risk signals) to develop targeted strategies that improve customer value realization at scale.
• Proactively address common solution challenges by designing and executing enablement programs such as expert-led office hours, specialized webinars, and use case campaigns.
• Serve as a subject matter expert to the Customer Success organization, providing technical guidance to drive customer value realization.
• Act as a solution-level advocate, capturing high-value feedback to influence the product roadmap and resolve solution-specific roadblocks.

This role helps organizations maximize the value of Workiva's financial reporting platform, enabling them to navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny, ultimately contributing to more transparent and reliable financial reporting.

• 4+ years of related career experience in Customer Success, Consulting, Professional Services or similar in a software organization, preferably SaaS.
• Undergraduate degree or equivalent experience in a technical, business, or related field.
• Strong technical aptitude and ability to translate functional solution mastery into tangible business outcomes.
• High proficiency in data analysis and data visualization tools to drive business decisions.

Workiva offers a collaborative environment with up to 10% travel for customer and internal events, reliable internet access for remote work, and a commitment to diversity and inclusion. Specific compensation details are not mentioned.

Workiva is an AI-powered platform that unifies finance, risk, and sustainability on a single, secure foundation, helping the world's most complex organizations bring confidence, control, and a competitive edge to their operations.