Workiva Inc.

Role Description Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers' return on investment (ROI) in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva’s Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey. What You’ll Do - Drive customer adoption of Workiva solutions - Ensure continuous ROI to your customers - Consult on best practices, workflows, and management business reviews - Develop multi-purpose relationships throughout customer organizations - Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution - Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans - Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams - Work with Sales to understand the details of upcoming renewals - Teach customers how to use the Workiva Platform - Use customer management tools to track customer communication, issues, and metrics Qualifications - Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience - 2 years of related experience (Customer Success, Customer Service, Account Management or Sales) Requirements - Experience supporting a SaaS application preferred - Deep commitment to customer success - not just satisfaction - Ability to understand complex problems and explain the source of those problems simply - Strong communication and presentation skills with a high level of comfort in delivering consultative recommendations - Self-starter with strong time management and prioritization skills Travel Requirements & Working Conditions - 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 working remotely, as we embrace flexible work arrangements Benefits - Salary range in the US: $57,000.00 - $91,000.00 - A discretionary bonus typically paid annually - Restricted Stock Units granted at time of hire - 401(k) match and comprehensive employee benefits package

Role Description We are seeking a highly organized, detail-oriented Securities and Compliance Paralegal to support the Legal Department of Workiva Inc. This role will report to the Director of Legal Operations & Compliance and Assistant Secretary (Governance), and will support SEC reporting, Section 16 compliance, corporate governance, stock administration, insider trading compliance, and other public company legal operations. The ideal candidate has public company securities experience, strong judgment, excellent follow-through, and serves as a trusted partner and liaison between outside counsel, finance, investor relations, stock administration, and other cross-functional leaders. A successful candidate will be someone who takes ownership, anticipates deadlines, and creates order from complexity. This role requires discretion, precision, and the ability to manage multiple deadline-driven processes in a fast-paced environment. What You’ll Do - SEC Filing and Disclosure Support - Draft, review, and coordinate the filing of the Company’s SEC filings, including Forms 10-K, 10-Q, 8-K, DEF 14A, annual report materials, registration statements, and related disclosure documents. - Manage the end-to-end SEC filing process, including document compilation, preparation of support files, exhibit coordination, signature packets, internal review workflows, and final filing logistics. - Assist with preparation and coordination of annual meeting materials, director and officer questionnaires, proxy-related materials, and related governance and disclosure processes. - Own the preparation and filing of Section 16 reports, including Forms 3, 4, and 5, powers of attorney, beneficial ownership tracking, and related filing support. - Maintain the Company’s and Section 16 filers’ EDGAR Next accounts and related credentials, permissions, records, and processes. - Maintain compliance calendars, checklists, and internal procedures for periodic, annual, and event-driven reporting deadlines. - Corporate Governance Support - Maintain the Company’s governance policies, committee charters, corporate records, governance trackers, and related materials. - Prepare Board and Committee presentation templates and support the preparation, review, finalization, and distribution of Board and Committee materials. - Maintain calendars, trackers, and databases for Board and Committee meeting materials, approvals, action items, and related governance processes. - Facilitate and manage onboarding processes for directors and officers, including Forms ID, questionnaires, certifications, and onboarding materials. - Support the annual Board and Committee self-evaluation process. - Prepare responses to internal and external audit requests, ensuring accurate production of documentation, production of meeting minutes, and coordination of supporting documentation. - Support subsidiary governance, corporate recordkeeping, and entity management matters, as needed. - Compliance, Insider Trading, and Stock Administration Support - Administer the Company’s securities trading policies, evaluate preclearance requests, and independently resolve standard employee inquiries, restricted trading lists, blackout communications, and employee questions. - Help maintain insider lists, training materials, FAQs, templates, and other resources related to securities compliance and public company obligations. - Respond to FINRA, broker, transfer agent, and other stockholder-related requests, as appropriate. - Support equity, stockholder, and beneficial ownership-related processes, including internal tracking, recordkeeping, and coordination with relevant stakeholders. - Legal Operations and Administrative Support - Draft, prepare, and coordinate correspondence, certifications, resolutions, consents, notices, and other legal and governance documents. - Maintain organized legal files, records, workflows, templates, and process documentation. - Identify opportunities to improve efficiency, quality, consistency, and scalability across securities, governance, compliance, and legal operations processes. - Support other Legal Department projects and responsibilities, as assigned. Qualifications - Undergraduate degree. - 4+ years of relevant securities, corporate governance, public company, or law firm experience. Requirements - Experience supporting SEC filings, Section 16 filings, proxy statements, or public company governance. - Proficiency with EDGAR, EDGAR Next, Shareworks, Computershare, Monday.com, or Workiva software. - Advanced skills in Microsoft Office, including Word, Excel, PowerPoint, and Copilot. - Strong judgment and discretion when handling confidential, sensitive, and material nonpublic information. - Ability to manage multiple priorities, stakeholders, and deadlines in a fast-paced environment. - Excellent written and verbal communication skills. - Proactive mindset with a focus on improving workflows, templates, and operating procedures. - Interest in using technology and AI to improve efficiency, accuracy, and legal service delivery. - Proven ability to operate independently with minimal day-to-day instruction, effectively prioritizing high-volume, deadline-driven workflows. - Demonstrated experience identifying process inefficiencies and implementing scalable, technology-driven solutions within a legal department. Benefits - Salary range in the US: $111,000.00 - $178,000.00. - A discretionary bonus typically paid annually. - Restricted Stock Units granted at time of hire. - 401(k) match and comprehensive employee benefits package.

Role Description The Sales Development Representative is a hunter at heart, and often Workiva's first contact with a prospect organization. Are you an expert at outbound prospecting and cold calls? The SDR possesses the ability to quickly develop a rapport with decision makers at an executive level and efficiently sparks the curiosity that generates interest in our Workiva Platform. As a rapidly growing SaaS company with high-performance teams and a collaborative culture where employee innovation and ideas are encouraged, this position is vital to Workiva's success. In this position, the TDR partners closely with a team of Account Executives to drive pipeline for expansions in existing customer accounts. What You’ll Do - Partner closely with Account Executives to develop ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals - Provide baseline research and intelligence within target accounts to identify key contacts and critical account information - Prospect into target accounts via high-volume cold-calling (60-80 calls/day), outbound prospecting, networking, email, e-marketing, campaigns, and social outreach - Qualify leads/contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline - Learn and demonstrate a fundamental understanding of Workiva’s Platform, and clearly articulate its capabilities and advantages to decision makers - Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications) - Drive attendance to various events (webinars, roadshows, Amplify, conferences, etc.), and provide post-event follow-up - Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/market knowledge Qualifications - Requires an Associate’s degree and a minimum of 3 years of related experience - Successful experience in a similar role - preferably lead generation/sales development preferred - Salesforce CRM experience strongly preferred - Proven track record of creating revenue-generating opportunities and quota attainment - Proven ability to understand and successfully promote technical offerings and solution sets - Excellent verbal, written, and interpersonal communication skills with a professional demeanor - Self-motivated with strong propensity for action, results, and continuous improvement - Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines Requirements - Up to 10% travel - Reliable internet access for any period of time working remotely, not in a Workiva office Benefits - On Target Earnings (OTE) range in the US: 76,000.00 - 114,000.00 USD Annual - Eligible for commission based on sales performance - Restricted Stock Units granted at time of hire - 401(k) match and comprehensive employee benefits package

Role Description The Strategic Account Executive is responsible for driving growth across Workiva’s strategic Financial Services accounts, with a primary focus on expanding within large, existing customer relationships across a defined strategic territory. This role is centered on broadening the depth and breadth of Workiva’s platform adoption across some of our most complex Financial Services institutions. The successful candidate will identify opportunities to expand Workiva’s footprint across additional business units, use cases, solutions, and executive stakeholders while continuing to strengthen Workiva’s position as a strategic platform partner. The Strategic Account Executive will work closely with internal partners, including Solution Sales, Solution Engineering, Customer Success, Services, Partners, and Marketing, to develop and execute account strategies that support multi-solution growth across Workiva’s largest Financial Services customers. Success in this role will be measured by the ability to create and execute strategic account plans, expand Workiva’s presence across existing relationships, generate new subscription growth, and drive broader adoption of the Workiva platform through software, services, delivery, and training opportunities. What You’ll Do - Develop, own, and execute a strategic territory plan designed to expand Workiva’s footprint across large Financial Services institutions within an assigned patch. - Build and maintain a healthy pipeline of qualified opportunities by working closely with Workiva’s matrix team, including Solution Sales overlays, Inside Sales, Solution Engineering, Partnerships, Customer Success, and Marketing. - Identify expansion opportunities across existing customer relationships by understanding each account’s business priorities, organizational structure, buying process, current platform usage, and long-term strategic initiatives. - Engage and align with executive-level stakeholders, including C-suite leaders and senior business owners, to understand key initiatives, uncover business challenges, and position Workiva as a strategic platform partner. - Manage complex enterprise sales cycles from initial discovery through close, applying a strong understanding of MEDDICC/MEDDPICC principles to qualify opportunities, identify decision criteria, build consensus, and drive predictable outcomes. - Partner with Solution Consulting (Solutions Engineering) and Solution Sales Executives to translate customer needs into compelling Workiva platform demonstrations, business cases, and value-based recommendations. - Anticipate and address customer objections by understanding the underlying business, technical, commercial, and organizational challenges that may impact deal progression. - Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership to support account strategy and advance priority opportunities. - Maintain disciplined pipeline management, accurate CRM hygiene, and reliable forecasting by providing timely updates, clear next steps, and thoughtful forward-looking deal analysis. - Prioritize high-impact selling activities, consistently follow through on customer and internal commitments, and maintain a strong command of Workiva’s platform, solutions, market position, and Financial Services use cases. Qualifications - 6 years of sales experience in a related role, selling to Executive-level buyers in enterprise technology, Software as a Service (SaaS) or similar complex solution sales. - Bachelor's degree or equivalent relevant career experience. Preferred Qualifications - Understanding of the Software as a Service (SaaS) business model. - Capability for achieving (and exceeding) sales quota targets. - Experience selling to the office of the CFO. - Experience selling to Financial Services Customers. - Ability to demonstrate complex software applications. - Strong business acumen and ability to understand complex business issues. - Executive presence; ability to communicate at the most senior level. - Ability to identify and understand the power of influencers versus buyers and how to navigate the nuances of each during the sales cycle. - Ability to manage multiple complex sales cycles simultaneously. - Ability to negotiate pricing with a focus on retaining value. Travel Requirements and Working Conditions - Up to 30% travel for regular customer meetings and events. - Reliable internet access required for any period of time working remotely and not in a Workiva office. Benefits - On Target Earnings (OTE) range in the US: 212,000.00 - 344,000.00 USD Annual. - Eligible for commission based on sales performance. - Restricted Stock Units granted at time of hire. - 401(k) match and comprehensive employee benefits package.

Role Description Join Workiva as a Senior Software Engineer and explore a world of innovation where you'll leverage a diverse and cutting-edge tech stack. From Java, Kotlin, and Go on the backend to TypeScript, React, and Dart on the frontend, our technology ecosystem is rich and varied. We prioritize candidates with experience in modern OOP languages and contemporary technologies, while also valuing adaptability and quick learning abilities, ensuring you can make a significant impact regardless of your technical background. What You’ll Do - Design, develop, and implement high-quality software solutions that meet business and technical requirements. - Collaborate with product owners, designers, and other stakeholders to understand and refine project requirements and ensure alignment with product vision and strategy. - Write clean, efficient, and maintainable code that follows industry best practices and coding standards. - Participate in code reviews and provide constructive feedback to team members to ensure code quality and consistency. - Deliver and document team or group level technical solutions that meet or exceed customer expectations. - Develop and execute comprehensive test plans and automated tests (unit, integration, functional, etc.) with Workiva solutions in mind to ensure software quality and reliability. - Debug and troubleshoot complex issues across multiple service and application contexts using tools and techniques appropriate for the problem. - Collaborate with support teams in triaging and resolving production issues to ensure customer satisfaction. - Participate in product discovery activities with customers and stakeholders to gain insights, validate hypotheses, and identify opportunities for innovation. - Establish key performance indicators (KPIs) and metrics to identify problems, suggest solutions, and drive continuous improvement. - Mentor and coach other engineers both technically and culturally, providing guidance and support to help them grow and achieve their full potential. - Communicate complex technical issues to both technical and non-technical audiences, using clear and concise language. Qualifications - 2+ years of relevant experience with a Bachelor's Degree or equivalent experience. Requirements - 4+ years of professional software development experience. - Strong foundation in computer science, including expertise in data structures, algorithms, object-oriented software design, and working with cloud-based distributed systems. - Demonstrated expertise in modern programming languages such as Dart, React, TypeScript, Go, Java, and/or Kotlin. - Expertise in debugging complex systems or applications. - Experience as a technical mentor preferred, with the ability to coach and mentor junior engineers. - Experience working in an agile development environment preferred, with a focus on continuous improvement and delivery. - Experience developing for service-oriented architecture is a plus. - Strong communication skills, both written and verbal, with the ability to communicate complex technical issues to both technical and non-technical audiences. - Strong problem-solving, critical thinking, and adaptability skills, with a commitment to staying up-to-date with new technologies and best practices in software engineering. Benefits - Salary range in the US: $111,000.00 - $178,000.00. - A discretionary bonus typically paid annually. - Restricted Stock Units granted at time of hire. - 401(k) match and comprehensive employee benefits package. Physical Requirements and Working Conditions - Embrace your inner wanderlust – expect up to 15% travel. - Stay virtually untethered with the power of reliable internet access, enabling you to work remotely from your chosen spot, whether that's your home office or a beachside café.

Role Description The Senior Solution Consultant provides pre-sales support in the development and presentation of our platform for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. This role serves as a trusted advisor supporting the business throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solutions, and guiding customers through technical validation and value-based demonstrations. - Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings. - Drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs. - Demonstrate expertise across Workiva’s Financial Reporting solutions. - Translate the specific needs of the Financial Services industry into Workiva solutions. - Assist sales in developing account plans in support of Workiva strategies and objectives. - Conduct process assessments with customers, build Proof of Concepts to validate requirements, and present partner-specific business cases. - Ensure customer success by working with implementation partners and Workiva Client Services team for smooth onboarding and long-term success. - Assist in developing new use-cases or by using existing templates to provide proof of our solution's impact and value proposition. - May begin to deliver cross-domain coaching, training, or mentoring peers. - Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals. Qualifications - Requires a minimum of 6 years of related experience with a Bachelor’s degree; or 4 years and a Master’s degree; or 2 years and a PhD. - Financial Services industry knowledge is valuable and will be essential to success in this role. - Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases. Requirements - Experience engaging with and presenting to business or IT managers and executives. - Actuarial reporting experience at an Insurance company. - Excellent verbal, written, presentation, and interpersonal communication skills. - Self-motivated with strong propensity for action, results, and continuous improvement. - Experience building processes from the ground up, including design, proposal, and cross-functional alignment. - Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements. - Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills. - Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred. - Experience with high-level technical aspects of connectivity and integration (API). - Capability to gather business needs and present a value-based, compelling software demonstration is preferred. Benefits - On Target Earnings (OTE) range in the US: 156,000.00 - 253,000.00 USD Annual. - Eligible for commission based on sales performance. - Restricted Stock Units granted at time of hire. - 401(k) match and comprehensive employee benefits package.

Role Description The Associate Renewals Manager works directly with existing Workiva customers while building a book of business. The Associate Renewals Manager will focus on renewing subscriptions and services on-time while providing the highest level of customer service throughout the entire quote-to-cash cycle. You will bring effective time management skills to the role, and a growth attitude as you obtain mastery of coordinating, defining, and executing renewal strategies and messaging. You will build relationships with Sales, Accounting, Legal, and Customer Success in managing subscriptions and supporting Workiva’s renewal strategy and process. - Support existing programs to maximize company revenue and resolve customer-related contract issues - Be a point of contact with Account Managers to proactively coordinate subscription opportunities and/or resolve issues that may hinder them from maintaining a relationship with Workiva - Uncover accounts that may be at risk and develop plans to mitigate and bring them to closure - Use the facts found in the needs analysis phase to present a compelling demonstration of the Workiva suite of products and services to create a customer belief that they must have Workiva products - Naturally lead the renewal sales process to a close by understanding the competitive landscape and demonstrating Workiva's superior value proposition - Review and validate installed base reports - Collaborate with internal teams to gather information to pursue accounts for renewal - Maintain strong customer relationships to help grow the business - Update customer relationship management tools regularly and in a timely manner - Provide consistent and accurate forward-looking information through pipeline analysis - Plan and execute sales strategy with purposeful action to complete the sale and optimize profits - Prioritize selling activities and follow through in a timely fashion - Communicate regularly with a base of accounts that have the potential to increase subscriptions or XBRL services Qualifications - High school/secondary school education - 1 year of related experience in SaaS sales or renewals Requirements - Associate’s degree - Basic knowledge of accounting - Basic knowledge of Software as a Service business model - Ability to work from home and be self-directed; scheduling own appointments - Excellent time management and territory management skills - Force Management training is a plus Travel Requirements & Working Conditions - Up to 10% travel for internal meetings and trainings - Reliable internet access for any period of time while working remotely, not in a Workiva office Benefits - On Target Earnings (OTE) range in the US: 76,000.00 - 114,000.00 USD Annual - Eligible for commission based on sales performance - Restricted Stock Units granted at time of hire - 401(k) match and comprehensive employee benefits package

Role Description We’re hiring a Senior Staff Software Engineer who can lead across complex technical work, act as a force multiplier for other engineers, and help shape how teams build in an AI-enabled environment. This is a hands-on role for someone who can contribute directly to design and implementation while also raising the technical bar across the organization. What You’ll Do - Deliver outcomes - Partner with engineering teams to co-deliver complex work across platform modernization, product evolution, and new product initiatives. - Adapt your approach to match the needs of the work, whether the priority is speed, scale, or long-term maintainability. - Use AI-native development practices to build automation, validation, and engineering harnesses that improve quality and leverage. - Help establish thoughtful code review and pre-production quality practices that support fast, reliable delivery. - Execute technical strategy - Lead technical direction for large, cross-team initiatives aligned to long-term platform strategy. - Design systems that balance flexibility, scalability, and maintainability. - Anticipate future constraints and evolve architecture before problems reach scale. - Identify and resolve performance, reliability, and architectural bottlenecks. - Drive early-stage exploration for ambiguous problems, including work where the answer becomes clear through prototyping and building. - Develop AI systems and platform enablement - Build infrastructure that embeds AI into engineering workflows. - Design tools and patterns that reduce manual effort through automation and intelligent assistance. - Create guardrails that support safe, reliable AI-assisted development. - Help define system behavior by capturing specifications from code, tests, logs, and the people closest to the work. - Influence and lead - Raise the technical ceiling of the teams around you. - Drive alignment across teams and influence key technical decisions. - Reduce ambiguity and help teams make better decisions faster. - Create durable artifacts such as runbooks, decision logs, and tests that can be handed off and evolved by others. - Share context across product domains to help solve problems more effectively. Qualifications - 6+ years of experience building and scaling enterprise software systems. - Experience leading technical strategy and architecture across teams. - Hands-on experience with agentic AI development, including shipping real work with AI as a primary development collaborator. Requirements - Experience driving high-impact initiatives across multiple teams. - Experience improving engineering quality through TDD, BDD, load testing, stress testing, chaos testing, invariant testing, mutation testing, or similar approaches. - Strong systems thinking and judgment, including awareness of second-order effects. - Demonstrated proficiency in at least two delivery modes: platform modernization, iterative product evolution, and high-ambition greenfield development. - Ability to operate as a force multiplier for other engineers. - Depth in a domain that materially improves system design or developer experience. - Proven experience operating at Staff+ level across multiple teams or domains. - Strong background in distributed systems and platform architecture. - Experience inferring behavioral specifications from existing systems through code, tests, logs, and subject-matter experts. - Ability to deliver production-quality outcomes in a small, time-boxed team setting. - Strong written communication skills and a habit of creating useful, durable artifacts. Benefits - Salary range in the US: $151,000.00 - $242,000.00 - A discretionary bonus typically paid annually - Restricted Stock Units granted at time of hire - 401(k) match and comprehensive employee benefits package

Role Description We are hiring a Principal Software Engineer who can operate across multiple modes of work: platform modernization, iterative product development, and high-ambition greenfield exploration. This is a hands-on role for someone who can define strategy, deliver complex systems, and raise the technical bar for the teams around them. - Deliver outcomes - Partner with engineering teams to co-deliver complex work across platform modernization, product evolution, and new product bets. - Adapt your technical approach, planning style, and delivery strategy to match the needs of the work. - Use AI-native development methods to build automation, validation, and engineering harnesses that improve speed, quality, and leverage. - Define and drive technical strategy - Lead technical strategy across large, multi-team initiatives with long-term impact. - Define and evolve system boundaries across complex domains, with a focus on clean interfaces and scalability. - Identify and remove bottlenecks in performance, data flow, reliability, and architecture. - Lead exploration, prototyping, and validation for ambiguous technical problems. - Partner with cross-functional peers on disaster recovery planning, testing, and optimization. - Design AI-driven systems - Design systems that enable autonomous or semi-autonomous engineering workflows. - Build context-aware infrastructure that connects code, documentation, and systems to AI tooling. - Develop guardrails such as validation layers, static analysis, and automation hooks to ensure safe and reliable AI-assisted development. - Improve how AI is used across the organization for both effectiveness and efficiency. - Influence and lead - Raise the technical bar by helping teams think bigger and execute better. - Mentor and challenge Staff+ engineers to expand their scope, judgment, and impact. - Partner with engineering and product leadership to align technical decisions with business outcomes. - Create durable artifacts such as runbooks, decision logs, and tests that can be handed off and evolved by others. - Contribute across product domains, bringing context from one area to solve problems in another. Qualifications - 8+ years of experience building and scaling complex software systems. - Bachelor’s degree in Computer Science, Information Security, or a related field; or 6+ years and a Master’s degree; or a PhD with 4+ years of experience; or equivalent practical experience. - Demonstrated experience using AI as a primary development collaborator, with a strong quality bar for AI-generated output. Requirements - Proven success leading large, cross-pillar technical initiatives. - Track record of working effectively across platform modernization, iterative product development, and greenfield delivery. - Strong architectural judgment across distributed systems, APIs, and platform design. - Ability to operate as a force multiplier for other engineers. - Experience improving engineering testing standards through approaches such as TDD, BDD, load testing, stress testing, chaos testing, invariant testing, or mutation testing. - Experience building infrastructure that improves engineering velocity and quality at scale. - Strong background in distributed systems and platform architecture. - Experience inferring behavioral specifications from existing systems through code, tests, logs, and subject-matter experts. - Ability to deliver production-quality outcomes in a small, time-boxed team setting. - Strong written communication skills and a habit of creating durable, useful artifacts. - A leadership style that empowers others rather than creating dependency. Benefits - Salary range in the US: $177,000.00 - $284,000.00 - A discretionary bonus typically paid annually - Restricted Stock Units granted at time of hire - 401(k) match and comprehensive employee benefits package

Role Description As a Senior Customer Success Manager at Workiva, you will be a driving force behind our commitment to customer and partner success. Your primary focus will be collaborating closely with valued partners and our shared customers to craft impactful early-lifecycle experiences that foster lasting success for all involved. As a strategic thinker, you will proactively identify opportunities for innovation and optimisation, working hand-in-hand with cross-functional teams to implement solutions that drive customer satisfaction and loyalty. Your passion for customer success and deep understanding of Workiva's offerings will enable you to provide strategic guidance to customers and partners, maximising the value they derive from our solutions. - Drive customer adoption of Workiva solutions - Demonstrate the strong value of Workiva's platform to your customers at the Senior Management level - Consult on best practices, workflows, and management business reviews - Develop multi-level relationships throughout customer organisations, serve as a trusted advisor to executives & key stakeholders - Identify risks and develop risk mitigation plans within high touch named accounts & take appropriate actions to manage and/or escalate to an efficient resolution - Record customer activity, outcomes, issues, and communication in customer management tools - Ensure top customers are continuously working toward key milestones of the Customer Journey using customer facing Success Plans - Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams - Work with Sales to manage a pipeline of upcoming renewal opportunities & consistently achieve revenue retention targets - Enable customers to use the Workiva Platform to achieve technology goals and maximise return on investment Qualifications - Undergraduate degree or equivalent combination of education and experience in a related field - 4+ years of related experience in Customer Success, Customer Service, Account Management, or Sales Requirements - Experience supporting a SaaS application preferred - Working experience with customers across the Financial Services sector is a plus - Deeply committed to customer success - not just satisfaction - Ability to understand complex problems deeply and explain potential solutions simply - Expert observation, communication, and presentation skills with a high-level of comfort delivering consultative recommendations to executives & management teams - Self-starter with the ability to manage time and prioritise competing demands - Working knowledge of Audit or Governance, Risk & Compliance (GRC) space or with related subject matter - Willingness to travel up to 15% for team, corporate and customer meetings - Reliable internet access for any period of time while working remotely, as we embrace flexible work arrangements Benefits - Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. - Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. - With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. - At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. - The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. - If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you. Company Description Workiva is an Equal 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, gender identity, race, religion, disability status, sexual orientation, 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.