Lead Customer Success Manager
Workiva
Posted: 10/21/2026
Client Success Manager
Revaly
Posted: 10/21/2026
Customer Success Manager – Mid Market
SPS Commerce
Posted: 10/21/2026
Client Success Manager
Metergy Solutions
Posted: 10/21/2026
Customer Success Manager
Buildots
Posted: 10/21/2026
Customer Success Manager – Core, Sales & Service Clouds
Salesforce
Posted: 10/21/2026Cloud
Customer Success Manager
DistillerSR
Posted: 10/21/2026
Senior Enterprise Customer Success Manager, CSM
Fable
Posted: 10/21/2026
Director, Customer Success – Services
Texada Software
Posted: 10/20/2026ERP
Senior Manager, Client Success
Veradigm®
Posted: 10/20/2026
Strategic Customer Success Manager
Rockwell Automation
Posted: 10/20/2026
Head of Customer Success
Rockstar
Posted: 10/20/2026
Senior CRM Specialist – Adobe Experience Cloud
Level Agency
Posted: 10/20/2026CloudJavaScriptSQL
CRM Specialist – Strategy, Customer Journey
Level Agency
Posted: 10/20/2026CloudSQL
Team Lead, Customer Success Management
Clio - Cloud-Based Legal Technology
Posted: 10/20/2026SFDC
Customer Success Operations Specialist
CDW
Posted: 10/19/2026Cloud
Customer Success Manager
Aquila
Posted: 10/17/2026Customer Success Manager
Aquila
Posted: 10/17/2026
Customer Success Specialist
Auctria
Posted: 10/15/2026Customer Success Manager
CDW
Posted: 10/15/2026AWSCloudGoogle Cloud Platform
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Account Management, with a strong focus on driving customer adoption of the Workiva platform and achieving revenue retention targets. Proven ability to build multi-level relationships and deliver consultative recommendations to stakeholders.
Highest-signal resume keywords
Customer Success ManagementSaaS Application SupportConsultative RecommendationsRevenue Retention StrategiesStakeholder Relationship Management
About the role
Key responsibilities & impact- Drive customer adoption of the Workiva platform and prove ROI at the VP or Chief Executive level
- Consult on best practices, workflows, and management business reviews
- Develop multi-level relationships within Workiva and customer organizations and serve as a trusted advisor
- Identify and mitigate risks, forecast revenue changes in key named accounts, and address issues for efficient resolution
- Record customer activity, outcomes, issues, and communication in customer management tools
- Ensure customers work toward Customer Journey milestones using customer-facing Success Plans
- Advocate for customers internally through feedback to Sales, Services, Marketing, Product, and Engineering teams
- Manage and forecast upcoming renewal opportunities with Sales and achieve revenue retention targets
- Enable customers to attain maximum value from the Workiva Platform
- Drive team improvements through quarterly objectives
- Lead by example and support the Customer Success team
- Onboard, train, and support customers throughout their journey
- Facilitate communication between internal and external stakeholders
- Cultivate relationships with management sponsors and advise VPs, chief executives, and key stakeholders
Requirements
What you’ll need- Undergraduate degree or equivalent combination of education and experience in a related field
- An advanced degree may be considered in lieu of professional experience
- 6 years of related experience in Customer Success, Customer Service, Account Management, or Sales
- Experience supporting a SaaS application preferred
- Expertise in assigned customer use cases and solutions within a software platform
- Ability to understand and simplify complex problems and solutions
- Strong observation, influence, and presentation skills
- Comfort delivering consultative recommendations to internal and external stakeholders
- Excellent time management and prioritization abilities
- Willingness to travel up to 20% for team and corporate meetings
- Reliable internet access for any period of time working remotely
Benefits
Comp & perks- Flexible work arrangements, with employees working from an office or remotely from any location within their country of employment
- Opportunity to work remotely with reliable internet access
- Team and corporate meetings
- Reasonable accommodations for applicants with disabilities
- Comprehensive security and privacy training tailored to employees’ roles
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 Journey ManagementRisk Identification and MitigationForecasting Revenue ChangesCustomer Management ToolsWorkflow OptimizationBusiness Review ConsultingUse Case ExpertiseTraining and OnboardingOutcome TrackingSales Collaboration
Soft Skills
Influence SkillsPresentation SkillsTime ManagementPrioritization AbilitiesCommunication Skills
Certifications & Qualifications
Undergraduate DegreeAdvanced Degree (Preferred)
Industry Keywords
Customer AdoptionROI MeasurementManagement Business ReviewsCustomer Success PlansInternal AdvocacyTeam ImprovementsStakeholder EngagementConsultative ApproachTravel WillingnessRemote Work Capability