Product Success Manager

As a Product Success Manager - Financial Reporting & GRC, you will drive product adoption and growth motions at Workiva. You will work directly with customers to enhance their experience and build successful reference accounts. You will collaborate with internal teams to monitor satisfaction, deliver programs, and act as a liaison for platform deployment. Based in our Growth Team, you will define success for our solutions in financial reporting and GRC.

What You'll Do

• Review customer accounts and collaborate across internal teams to address platform needs and technical troubleshooting

• Analyze customer renewal likelihood and help manage risks to mitigate churn

• Interpret customer satisfaction metrics and develop strategies to improve them

• Define new product insights and metrics that drive organizational decisions

• Represent Customer Success within Product Development to ensure new features add customer value

• Scale emerging solutions and challenge current operating methods to improve customer satisfaction

• Partner with leadership to drive decisions impacting the product and customer experience

• Align with global teams to ensure best-in-class product success processes

• Enable Customer Success teams to deliver meaningful value to customers

• Enable customers and internal teams on the benefits of new product releases

What You'll Need

Minimum Qualifications

• 4+ years of experience in Customer Success, Product Management, or Professional Services within a software organization, preferably SaaS

• Undergraduate degree or equivalent combination of relevant career experience

• Experience with financial reporting products or database systems

Preferred Qualifications

• Experience with financial reporting and management reporting frameworks, internal control, or internal audit

• Knowledge of connected data solutions and the Workiva platform of connected products/solutions

• Proven track record with product enablement and measurable customer success

• Highly data-driven and meticulously detailed with a commitment to drive customer engagement towards business outcome and value realization

• Excellent verbal and written communication skills, including the ability to chair sessions and host webinars

• Ability to operate effectively in environments of constant change

• Self-motivated and action-oriented approach with strong execution skills

• Strong project management skills and attention to detail

• Ability to interact with business partners at all levels of the organization

Travel Requirement & Working Conditions

• Up to 10% travel for customer and internal events

• Reliable internet access for remote work