As a Product Success Manager, at Workiva, you serve as a primary influencer to ensure our customers realize maximum value from the Workiva platform at scale. You'll be instrumental in elevating solution health through data analysis and insights and executing programs that improve platform adoption across the entire customer base. As a solution expert, you'll offer strategic technical counsel and support Customer Success Managers. You will collaborate closely with the success team (Customer Success, Support, and Product) to monitor and implement scalable solution health improvements, focusing specifically on Workiva's Financial Reporting (FR) solutions

What You’ll Do

• Interpret and analyze solution health metrics (usage trends, NPS, connect rates, and risk signals) to develop and execute targeted strategies that improve customer value realization at scale

• Design, develop, and execute one-to-many enablement programs to proactively address common solution pain points at scale

• Serve as a subject matter expert for the Customer Success organization and provide technical guidance to help drive customer value realization

• Work across internal Workiva teams to navigate complex, solution-specific customer post-onboarding opportunities and challenges to ensure swift resolution and sustained customer health

• Provide solution-specific enablement to the Customer Success teams (e.g., training, office hours, playbooks, etc.) to help them deliver meaningful value to our customers

• Capture and synthesize high-value feedback to influence the product roadmap and resolve solution-specific roadblocks

What You'll Need

Minimum Qualifications

• 4+ years of related career experience in Customer Success, Product Management, Professional Services or similar in a SaaS organisation

• Undergraduate degree or equivalent experience in a technical, business, or related field

Preferred Qualifications

• Previous experience in the financial reporting industry or working with financial reporting products or solutions preferred

• Strong technical aptitude and ability to translate complex solution data into tangible business outcomes

• High proficiency in data analysis and the ability to use data visualization tools to tell a compelling story and drive business decisions

• Excellent verbal and written communication skills, with the ability to host webinars and present data-driven insights to cross-functional stakeholders

• Experience in creating repeatable processes, templates, and automated workflows

• Comfortable working in an ambiguous environment and taking ownership of new programs from concept to execution

Travel Requirements & Working Conditions

• Up to 10% travel for customer and internal events

• Reliable internet access for any period of time working remotely and not in a Workiva office