- Undergraduate degree or equivalent combination of education and experience in a related field
- 2 years of related experience in Customer Success, Account Management, or Sales
- Fluency in Spanish & English
- (Desirable) Excellent communication skills and able to demonstrate the ability to communicate at multiple levels
- (Desirable) Evidence of successful relationship building both internally and externally
- (Desirable) Experience supporting a SaaS application preferred
- (Desirable) Expert observation, communication, and presentation skills with a high level of comfort delivering consultative recommendations to executives & management teams
- (Desirable) Self-starter with the ability to manage time and prioritise competing demands
- (Desirable) Working experience with customers across the Financial Services sector is a plus
- Willingness to travel up to 10% for team and corporate meetings, fostering relationships and representing company interests
- Reliable internet access for any period of time while working remotely, as we embrace flexible work arrangements
- As a Customer Success Manager (CSM) at Workiva, you are a critical part of our customer-facing team - driving the success of our customers on the Workiva platform
- You’ll serve as the primary point of contact for assigned customers, managing the entire customer lifecycle, focusing on positive business outcomes and identifying opportunities for growth within customer accounts
- You’ll work closely with Workiva’s Implementation, Support, Marketing and Sales teams to ensure customers are effectively onboarded, trained, and supported throughout the customer journey
- As a CSM, your primary mission will be to maximise our customers’ value from the Workiva platform through developing and maintaining close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle
- Drive customer adoption of Workiva solutions and continuously demonstrate product value to your customers
- Manage diverse customer needs through robust product knowledge and expertise
- Consult on best practices, workflows, and management business reviews
- Identify risks within named accounts & take appropriate actions to manage and/or escalation to an efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Implementation, Marketing, Product, & Engineering teams
- Work with Sales to understand the details of upcoming customer renewals
- Use customer management tools to track customer communication, issues, and metrics
Salarisomschrijving
€50000 - €80000 monthly