Client Success Coordinator

2 weeks ago


Iowa, Louisiana, United States Workiva Full time

Role Overview
The Client Success Coordinator will oversee a substantial portfolio of small client accounts, emphasizing automation, retention, and upselling opportunities.

This position operates within a low-touch, high-volume framework, necessitating robust skills in customer relationship management and technical proficiency.

This individual will serve as the primary liaison for clients throughout their engagement with Workiva.

The Client Success Coordinator will facilitate value realization and enhance the client's return on investment.
Key Responsibilities
- Employ diverse communication techniques to boost end-user engagement and optimize product utilization.
- Grasp the functionalities of the Workiva Platform and align them with client objectives.
- Analyze customer behavior to pinpoint areas for enhancing the customer experience.

- Refine the tech touch initiative by establishing a series of impactful "tech touches" throughout the customer journey: onboarding, adoption, impact, and renewal.

- Collaborate with various internal teams (sales, customer success operations, support, product, marketing) to evaluate and ensure program coherence while achieving business objectives.

- Utilize Gainsight to track at-risk clients through usage metrics, reporting, and analytics.
Qualifications
Minimum Requirements
- Experience in Customer Success, Customer Service, Account Management, Sales, or a related field.
- Bachelor's degree or equivalent experience.
Preferred Attributes
- Enthusiasm for technology and client engagement.
- Strong commitment to client success beyond mere satisfaction.

Communication Skills:
- Proficient in sharing and receiving information through active listening and clear oral, written, and interpersonal communication.
- Highly detail-oriented and organized, capable of prioritizing and managing multiple tasks effectively.
- Personal, adaptable, and flexible, thriving in a dynamic, fast-paced environment.
- Self-motivated with the ability to manage time and prioritize competing demands.
Travel and Working Conditions
- Minimal travel required.
- Reliable internet access for remote work.
Compensation and Benefits
Salary Range:
$44,000 - $70,000, with an annual discretionary bonus and Restricted Stock Units granted upon hire. A 401(k) match and a comprehensive benefits package are also included. The salary range reflects the low and high ends for this position, with actual offers considering various factors such as skills, qualifications, and experience.
Workiva is an Equal Employment Opportunity and Affirmative Action Employer, valuing diverse backgrounds, beliefs, and perspectives as vital sources of innovation and intellectual thought.

Employment decisions are made without regard to any protected characteristic. We encourage applications from individuals belonging to historically marginalized groups.

Workiva is dedicated to providing reasonable accommodations to applicants with disabilities.

Employees are required to complete comprehensive security and privacy training tailored to their roles, ensuring compliance with company policies and regulatory standards.

Workiva supports flexible work arrangements, allowing employees to work from an office or remotely within their country of employment.



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