As a Customer Success Architect (CSA) 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 optimization, 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, maximizing the value they derive from our solutions.
Deliver Value Early: Collaborate closely with customers to understand their business goals and challenges, pinpointing specific areas where Workiva can deliver success. Define key positive business outcomes (PBOs) and success metrics in partnership with customers, ensuring alignment with their business objectives. Facilitate the attainment of quick wins and showcase the tangible benefits of Workiva in the early stages of engagement
Partner Collaboration: Initiate and cultivate strong, collaborative relationships with our partner community, understanding their business models, goals, and values. Act as the face of our organization, embodying our commitment to partnership excellence and customer success.Serve as a bridge between our partners and internal teams, ensuring a smooth flow of information and alignment on strategic objectives in service to our mutual customer’s success
Customer Graduation: Work closely with customers to assess their readiness to transition to a more traditional Customer Success Manager (CSM), ensuring that our customers not only achieve their initial implementation goals but also continue to thrive with our solutions in the long term. Collaborate with the customer and internal teams to ensure a smooth handoff while providing comprehensive documentation and insights about the customer's journey, ensuring continuity in support and success strategies.
What You’ll Do
Minimum Qualifications
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Undergraduate degree or equivalent combination of education and experience in a related field
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2 years + of experience in customer-facing roles such as Customer Success, Product Manager, Solution Architect, and/or IT, Management, or Finance Consultant
Preferred Qualifications
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Self-motivated with a strong propensity for action, results, and continuous improvement and a high level of comfort working in ambiguity
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Passionate about customer success and tenacious at driving long-term customer value
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Highly data-driven and meticulously detailed with a commitment to drive customer engagement towards business outcomes and value realization
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Excellent communication skills, both written and verbal, with the ability to convey complex concepts clearly
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Ability to work collaboratively across departments and influence stakeholders at all levels of the organization
Travel Requirement & Working Conditions
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Must be able to travel up to 10% annually for customer and internal meetings
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Reliable internet access for any period working remotely, not in a Workiva office
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 [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.
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What the Team is Saying
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What We Do
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.
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