Full-Time

Product Success Manager

Financial Reporting

Posted on 4/22/2025

Workiva

Workiva

1,001-5,000 employees

Connected reporting and compliance software provider

No salary listed

Mid, Senior

Company Does Not Provide H1B Sponsorship

London, UK

Up to 10% travel for customer and internal events.

Category
Product Management
Product
Required Skills
Product Management
Requirements
  • 4+ years of related career experience in Customer Success, Product Management, Professional Services or similar in a software organization - preferably SaaS
  • Undergraduate degree or equivalent combination of relevant career experience and expertise
Responsibilities
  • Work across internal Workiva teams to address customer needs within the Workiva platform including platform setup and technical troubleshooting
  • Analyse and anticipate the likelihood of customer solution renewal and help the Customer Success team manage risks to mitigate churn
  • Interpret, analyse and understand Customer Satisfaction Score (CSAT) and Net Promoter Score (NPS) and work on strategies to improve this across EMEA
  • Be an excellent representative of the Customer Success team alongside Product Development to ensure our development will add value to the customer
  • Work with global Product Success teams to ensure best in class Product Success knowledge and processes
  • Work on the enablement of Customer Success and ensure they can deliver meaningful value to our customers
  • Train the Customer Success team on the benefits of new product releases
Desired Qualifications
  • Knowledge of connected data ecosystems and connected reporting workflows
  • Proven experience with product enablement and measurable long-term customer success
  • Experience of using data to drive customer engagement towards business outcomes and value realisation
  • Excellent verbal and written communication skills, including the ability to chair sessions and host webinars
  • Previous experience of working within Financial Reporting products or solutions

Workiva provides connected reporting and compliance software designed to help organizations streamline their reporting processes. The platform allows users to link data elements and narratives, ensuring that any updates to data are automatically reflected across all related reports. This feature enhances data accuracy, reduces risks, and saves time for clients. Workiva supports collaboration by enabling multiple users to work on the same documents at once while maintaining control and data integrity. The company operates on a subscription-based model, generating revenue through annual and multi-year contracts, which contributes to its financial stability. With a presence in over 180 countries and a client base that includes 75% of Fortune 500 companies, Workiva is recognized for its reliability in the fintech market. The company's goal is to continue expanding its offerings to provide greater value through improved data accessibility and control.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Ames, Iowa

Founded

2008

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG reporting boosts Workiva's platform relevance and client base.
  • Strategic partnerships enhance Workiva's service offerings and platform capabilities.
  • Cloud-based solutions trend positions Workiva as a top pick for back-office software.

What critics are saying

  • Emerging fintech startups offer similar solutions at lower costs, threatening market share.
  • Rapid tech advancements require constant updates, straining resources and profitability.
  • Global data privacy regulations may increase operational costs for compliance.

What makes Workiva unique

  • Workiva's Wdesk platform integrates word processing, spreadsheets, and presentations for seamless data management.
  • Over 75% of Fortune 500 companies use Workiva, showcasing its market penetration.
  • Workiva's subscription model ensures steady revenue through annual and multi-year contracts.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health, dental, and vision

Vacation accruals

Life and disability insurance

Employee stock purchase plan

Volunteer time-off

Parental leave

401(k) match

Travel insurance

Paid Holidays

Work remotely

Discount programs

Health and Wellness

Pet-friendly Atmosphere

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-2%
ETF Daily News
Mar 2nd, 2025
Atria Wealth Solutions Inc. Makes New Investment in Workiva Inc. (NYSE:WK)

Atria Wealth Solutions Inc. makes new investment in Workiva Inc. (NYSE:WK).

HR Tech Wire
Feb 26th, 2025
Workiva Inc. to Participate in Upcoming Investor Conference

Workiva Inc. (NYSE:WK), the world's leading cloud platform for assured integrated reporting, today announced its participation at the Raymond James 2025 Institutional Investors Conference.

Stock Titan
Dec 20th, 2024
Unpacking Scope 2 and Scope 3 Emissions

Workiva has released a new episode of ESG Talk featuring discussions on Scope 2 and Scope 3 emissions.

Stock Titan
Dec 13th, 2024
Carbon Solutions and Sustainable Aviation

Workiva has released a new episode of ESG Talk podcast focusing on climate solutions and sustainable aviation.

MarketBeat
Nov 29th, 2024
FORA Capital LLC Invests $479,000 in Workiva Inc. (NYSE:WK)

FORA Capital LLC invests $479,000 in Workiva Inc. (NYSE:WK).

INACTIVE