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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer relationships and driving product adoption within the Workiva Platform, leveraging strong communication and consultative skills to maximize customer ROI and navigate complex organizational structures.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSaaS Application SupportBilingual in Spanish and EnglishStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Lifecycle ManagementPortfolio ManagementTechnical Product CommunicationCustomer Journey MilestonesConsultative Recommendations
Soft Skills
Self-StarterTime ManagementPrioritization SkillsRelationship BuildingProblem-Solving
Tools & Technologies
Customer Management ToolsWorkiva Platform
Industry Keywords
Customer AdoptionEnterprise CustomersStakeholder EngagementBusiness ReviewsGrowth Opportunities
About the role
Key responsibilities & impact- Serve as the primary point of contact for customers and manage the entire customer lifecycle
- Maximize customers' return on investment in the Workiva Platform
- Develop and maintain relationships with management, product adoption sponsors, and key stakeholders
- Own and proactively manage a portfolio of named accounts
- Drive customer adoption of Workiva solutions and ensure continuous ROI
- Consult on best practices, workflows, and management business reviews
- Develop multi-purpose relationships throughout customer organizations
- Identify account risks and manage or escalate issues to resolution
- Ensure customers work toward key Customer Journey milestones using customer-facing Success Plans
- Advocate for customers internally through feedback to Sales, Services, Marketing, Product, and Engineering teams
- Work with Sales on renewals and identify growth opportunities
- Teach customers to use the Workiva Platform and support product adoption
- Use customer management tools to track communication, issues, and metrics
- Collaborate with Services, Support, Marketing, and Sales teams to onboard, train, and support customers
Requirements
What you’ll need- Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience
- 3 years of related experience in Customer Success, Customer Service, Account Management or Sales
- Experience independently managing a portfolio of customers/book of business, with responsibility for customer relationships and outcomes
- Fluent in both Spanish and English
- Experience managing enterprise customers and navigating complex customer organisations
- Experience supporting a SaaS application preferred
- Tech-savvy, with the ability to quickly understand and communicate technical products and solutions
- Ability to identify opportunities for customer growth, expansion and increased product adoption
- Ability to understand complex problems and explain their source simply
- Strong communication and presentation skills with comfort delivering consultative recommendations
- Self-starter with strong ownership mentality, time management and prioritization skills
- Willingness to travel up to 10% for team and corporate meetings
Benefits
Comp & perks- Flexible work arrangements
- Reliable internet access for any period of time working remotely
- Willingness to travel up to 10% for team and corporate meetings
- Comprehensive security and privacy training tailored to employees' roles
- Reasonable accommodations for applicants with disabilities
