As the Senior Manager for Early Life Customer Success, you will lead a dynamic group of professionals dedicated to ensuring our customers’ early experiences with the Workiva Platform are seamless, empowering, and successful. Your team, composed of Early Life Success Managers, holds responsibility for guiding new customers through the critical first steps during onboarding, ensuring they are fully enabled, self-sufficient, and set up for long-term success. Your leadership will be crucial in driving strategies that enhance customer onboarding processes, foster strong initial relationships, and deliver measurable value from the outset.
In this role, you will oversee the performance and development of your team, setting clear objectives, providing mentorship, and ensuring that each team member is equipped to excel in their roles. You will work closely with cross-functional teams, including Sales, Partnerships, Delivery, Product, and Support, to ensure a cohesive customer experience.
The ideal candidate will have a strong background in customer success, a passion for driving customer outcomes, and proven experience in leading and scaling teams to meet ambitious goals. Your leadership will be instrumental in shaping the future of our customer success initiatives, and you will have a direct impact on the long-term success and satisfaction of our customers.Your ability to challenge the status quo and think outside the box will be key to your success in the role.

What You’ll Do

• Provide team leadership and subject matter leadership, guiding your team to ensure that customers are fully enabled and self-sufficient on the Workiva Platform
• Lead the strategic development of the Early Life Success function, addressing business requirements and goals, and ensuring alignment with broader customer success initiatives.
• Hire, develop, and evaluate personnel to ensure the efficient operation of the function.
• Drive the strategy and direction of the Customer Journey for our new customers, ensuring that Early Life Success Managers are equipped with the strategies to delight and empower our clients
• Exercise independent judgment in methods, techniques, and evaluation criteria to achieve optimal results in customer onboarding and success
• Stay aware of global nuances in customer success, adapting your message and style to effectively drive results across diverse customer bases
• Hold people management responsibility including hiring, departures, annual performance, and pay reviews
• Provide ongoing mentorship and performance feedback to your team members
• Continuously share your experience and insights across the team, contributing to a culture of knowledge sharing and continuous improvement
• Work with leadership roles within the Customer and Partner experience organization to identity areas of internal and external opportunity that could enhance our customer network and operating methods

What You’ll Need

Minimum Qualifications

• Undergraduate Degree or equivalent combination of education and experience in a related field
• 8+ years of related experience in Customer Success, technology solution delivery, or a similar field

Preferred Qualifications

• 3+ years of people and team leadership experience
• Experienced manager with advanced knowledge of customer success strategies and early-stage customer enablement
• Proven experience in building and maintaining successful relationships, both internally and externally
• A track record of developing talent and leading teams to achieve results
• Strong skills in data analysis and the ability to translate insights into clear action plans
• Alignment with Workiva’s values and a passion for driving customer success

Travel Requirements & Working Conditions

• Up to 20% travel for customer and internal meetings
• Reliable internet access for any period of time working remotely and 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
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.

LI-LC

• Provide team leadership and subject matter leadership, guiding your team to ensure that customers are fully enabled and self-sufficient on the Workiva Platform
• Lead the strategic development of the Early Life Success function, addressing business requirements and goals, and ensuring alignment with broader customer success initiatives.
• Hire, develop, and evaluate personnel to ensure the efficient operation of the function.
• Drive the strategy and direction of the Customer Journey for our new customers, ensuring that Early Life Success Managers are equipped with the strategies to delight and empower our clients
• Exercise independent judgment in methods, techniques, and evaluation criteria to achieve optimal results in customer onboarding and success
• Stay aware of global nuances in customer success, adapting your message and style to effectively drive results across diverse customer bases
• Hold people management responsibility including hiring, departures, annual performance, and pay reviews
• Provide ongoing mentorship and performance feedback to your team members
• Continuously share your experience and insights across the team, contributing to a culture of knowledge sharing and continuous improvement
• Work with leadership roles within the Customer and Partner experience organization to identity areas of internal and external opportunity that could enhance our customer network and operating method