As a Product Success Manager - Financial Reporting & GRC, you will drive product adoption and growth motions at Workiva. You will work directly with customers to enhance their experience and build successful reference accounts. You will collaborate with internal teams to monitor satisfaction, deliver programs, and act as a liaison for platform deployment. Based in our Growth Team, you will define success for our solutions in financial reporting and GRC.

What You'll Do

Review customer accounts and collaborate across internal teams to address platform needs and technical troubleshooting

Analyze customer renewal likelihood and help manage risks to mitigate churn

Interpret customer satisfaction metrics and develop strategies to improve them

Define new product insights and metrics that drive organizational decisions

Represent Customer Success within Product Development to ensure new features add customer value

Scale emerging solutions and challenge current operating methods to improve customer satisfaction

Partner with leadership to drive decisions impacting the product and customer experience

Align with global teams to ensure best-in-class product success processes

Enable Customer Success teams to deliver meaningful value to customers

Enable customers and internal teams on the benefits of new product releases

What You'll Need

Minimum Qualifications

4+ years of experience in Customer Success, Product Management, or Professional Services within a software organization, preferably SaaS

Undergraduate degree or equivalent combination of relevant career experience

Experience with financial reporting products or database systems

Preferred Qualifications

Experience with financial reporting and management reporting frameworks, internal control, or internal audit

Knowledge of connected data solutions and the Workiva platform of connected products/solutions

Proven track record with product enablement and measurable customer success

Highly data-driven and meticulously detailed with a commitment to drive customer engagement towards business outcome and value realization

Excellent verbal and written communication skills, including the ability to chair sessions and host webinars

Ability to operate effectively in environments of constant change

Self-motivated and action-oriented approach with strong execution skills

Strong project management skills and attention to detail

Ability to interact with business partners at all levels of the organization

Travel Requirement & Working Conditions

Up to 10% travel for customer and internal events

Reliable internet access for remote work

Workiva is an Equal Employment Opportunity 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.  

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.