Senior Director of Customer Success
Location
United States
Posted
155 days ago
Salary
$170K - $274K / year
Seniority
Senior
Job Description
Senior Director of Customer Success
Workiva
• Lead CS strategy and execution for Enterprise (Majors) and Financial Services customers, ensuring consistent value delivery across highly complex, multi-stakeholder environments • Guide customers through platform adoption, enterprise transformation, and long-term value roadmaps aligned to business and regulatory priorities • In partnership with our VP of CS, serve as executive sponsor for top accounts, guiding strategy and value realization, championing long-term “art of the possible” platform vision, and actioning risk • Drive the strategy and governance model for renewal and retention across Enterprise and Financial Services segments, ensuring forecast accuracy, visibility, and accountability at scale • Design and institutionalize frameworks and processes for proactive risk detection, mitigation, and executive escalation, enabling early intervention and predictable outcomes • Deliver on expansion performance through a scalable, value-based engagement strategy that aligns key stakeholders on measurable business outcomes • Operationalize our CS vision for a standardized, proactive, outcome-driven engagement model across Enterprise and Financial Services, ensuring consistent execution of Premium and Signature Experiences • Champion Signature Experience with our largest, most complex customers; working in partnership with Sales leadership to develop and execute a joint strategy to achieve revenue targets • Leverage partnerships with Solution Success, Digital Success, and CX to identify opportunities to scale value delivery while preserving high-touch where it matters most • Serve as a trusted partner to Sales leadership (CRO, SVP Sales, Sales VPs) across Enterprise and Financial Services segments • Co-own strategic Account Planning with Sales, aligning customer value priorities, forecasting methodology, renewal strategy, and expansion opportunities • Lead and participate in joint executive QBRs, ensuring a unified narrative across Customer Success and Sales • Set the vision and lead a multi-layer Customer Success organization through strong people leadership, clear role accountability, and a culture of performance, growth, and customer impact • Establish clear operating cadences for renewal forecast, customer health, adoption, and risk management that drive clarity, predictability, and scale • Ensure consistent use of customer insights and tooling to drive proactive engagement, data-driven accountability, and consistent delivery of Premium and Signature engagements
Job Requirements
- 12+ years of progressive experience in Enterprise Customer Success, Enterprise Account Management, or similar B2B SaaS leadership roles
- Experience in B2B SaaS enterprise environments
- Undergraduate degree or equivalent combination of education and experience in a related field
- 8+ years of experience leading and mentoring teams, with a demonstrated ability to develop talent and scale a function
- Deep experience leading Customer Success strategy and execution for Enterprise and Financial Services customers operating in complex, regulated environments
- Proven success building and scaling multi-level Customer Success organizations supporting enterprise SaaS deployments, with clear retention, expansion, and adoption outcomes
- Strong track record of collaboration with Sales and Account leadership to drive joint account planning, forecast renewals, mitigate risk, and accelerate growth across large customer portfolios
- Demonstrated ability to build trusted, executive-level relationships with C-suite business and IT stakeholders, driving strategic alignment and measurable value realization
- Experienced leading teams through transformation toward proactive, value-based, and lifecycle-driven engagement models, including premium or “white-glove” service experiences
- Skilled in establishing renewal rigor and forecast accuracy to ensure predictable retention and expansion results across enterprise segments
- Exceptional executive presence, communication, and influence, with success leading through others and uniting cross-functional teams around customer impact
- Strong operational and analytical mindset, leveraging data and insights to balance strategic planning with scalable, high-performance execution.
Benefits
- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
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