Workiva

VP of Customer Success

Workiva

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $230,800 - $300,200 per year

Job Level

Lead

About the role

  • Build trusted advisory relationships with C-suite IT and business executives, positioning Workiva as a strategic platform that modernizes and governs their end-to-end reporting, risk, sustainability, and assurance workflows.
  • Lead strategic customer engagements, including executive business reviews, roadmap alignment sessions, and value storytelling at the enterprise level.
  • Act as executive sponsor for top accounts, guiding strategy and value realization, championing long-term “art of the possible” platform vision, and actioning risk.
  • Own renewal forecasting cadences and read-outs, account-level revenue health, and the portfolio-level pipeline for GRR/NRR outcomes.
  • Establish a rigorous renewal governance model, including prediction frameworks, risk scoring, early warning signals, and monthly operational reviews.
  • Partner with Sales to ensure alignment on renewal strategy, value proof points, and expansion pathways.
  • Architect and scale an engagement framework grounded in proactive lifecycle plays that improve adoption, usage depth, and long-term value.
  • Guide customers in building Centers of Excellence (COE), governance frameworks, resource models, and cross-functional operating rhythms that support platform expansion.
  • Develop value-centered roadmaps that align Workiva’s platform capabilities to enterprise transformation initiatives and multi-year business outcomes.
  • Lead a team of CSMs and Success Specialists with clarity, accountability, and rigorous, structured operating cadences.

Requirements

  • 15+ years leadership in Customer Success, Services or Consulting in Enterprise SaaS or Transformation roles.
  • Proven success driving platform adoption and enterprise business transformation across large, complex organizations.
  • Extensive experience building and owning C-level relationships across IT, Security, Finance, Risk, and Business leadership.
  • Expertise in designing and scaling proactive, value-driven engagement models and customer lifecycle frameworks.
  • Strong background in renewal forecasting, portfolio risk management, and executive-level revenue governance and operational cadences.
  • Demonstrated success creating and productizing standard and monetized Success offerings.
  • Deep knowledge of COE/governance frameworks and the ability to guide customers in adopting them.
  • Exceptional executive presence, change leadership skills, and cross-functional partnership and influence with Sales executives.
  • Experience leading global teams and scaling organizations through significant transformation.
Benefits
  • A discretionary bonus typically paid annually
  • Restricted Stock Units granted at time of hire
  • 401(k) match and comprehensive employee benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Customer SuccessEnterprise SaaSTransformationRenewal forecastingPortfolio risk managementEngagement modelsCustomer lifecycle frameworksGovernance frameworksValue-centered roadmapsRevenue governance
Soft Skills
LeadershipExecutive presenceChange leadershipCross-functional partnershipInfluenceClarityAccountabilityStructured operating cadencesValue storytellingStrategic alignment