Customer Success Specialist
Workiva
- Location
- United States of America
- Posted
Customer Success Specialist role with flexible remote work options, comprehensive benefits package, and competitive salary range ($45k-$73k/year).
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Customer Success Specialist
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Job Location
Job Summary
The Customer Success Specialist will manage a large portfolio of small customer accounts with a strong focus on automation, client retention and upsell. This role requires strong customer relationship management & technical skills, utilizing various communication strategies to drive end user engagement and maximize product adoption. The specialist will collaborate across internal teams to analyze and ensure program alignment while ensuring business goals are being achieved. With flexible remote work options and comprehensive employee benefits package, this is a great opportunity for a self-starter with ability to manage time and prioritize competing demands. The salary range is $45,000-$73,000 per year, with discretionary bonus, restricted stock units, and 401(k) match.
The Customer Success Specialist will manage a large portfolio (150+) of small customer accounts with a strong focus on automation, client retention and upsell. This is a low touch/high volume model and requires strong customer relationship management & technical skills. This role will be our main point of contact for these customers during their time with Workiva’s contract life cycle. The Customer Success Specialist will help drive value realization and return on the client’s investment.
What You’ll Do
Utilize a variety of communication strategies to drive end user engagement and maximize product adoption
Understand the Workiva Platform functionality and be able to map to customer objectives
Understand our customers' behavior and identify opportunities for customer experience improvement
Iterate on the tech touch program by developing cadences of value-driving “tech touches” across the customer journey: onboarding, adoption, impact, expansion/renewal
Collaborate across internal teams (sales, CS ops, support, product, marketing) to analyze and ensure program alignment while ensuring business goals are being achieved.
Leverage Gainsight to monitor at-risk customers through usage, reporting and analytics
What You’ll Need
Minimum Qualifications
Experience in Customer Success, Customer Service, Account Management, Sales, or equivalent experience
Bachelor’s degree or equivalent experience
Preferred Qualifications
Passion for technology and customer engagement
Deeply committed to customer success - not just satisfaction
Communication: Effectively shares and receives information through active listening and using clear oral, written and interpersonal communication skills
Highly detail oriented and organized with ability to effectively prioritize and multi-task
Personal, adaptable and flexible with the ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary
Self-starter with ability to manage time and prioritize competing demands
Travel Requirements & Working Conditions
Minimum Travel
Reliable internet access for any period of time working remotely, not in a Workiva office.
How You’ll Be Rewarded
✅ Salary range in the US: $45,000.00 - $73,000.00
✅ A discretionary bonus typically paid annually
✅ Restricted Stock Units granted at time of hire
✅ 401(k) match and comprehensive employee benefits package
The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic. We strongly encourage and welcome people from historically marginalized groups to apply.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
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