Client Success Advocate

2 weeks ago


Iowa, Louisiana, United States Workiva Full time

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

This role operates within a low-touch, high-volume framework and necessitates robust customer relationship management and technical expertise.

This position serves as the primary liaison for these clients throughout their engagement with Workiva.

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

- Refine the tech touch initiative by establishing value-driven interactions throughout the customer journey: onboarding, adoption, impact, and renewal.

- Collaborate with internal teams (sales, customer success operations, support, product, marketing) to assess and guarantee program alignment while achieving business objectives.

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

Communication Skills:
- Proficient in sharing and receiving information through active listening and clear oral, written, and interpersonal communication skills.
- Highly detail-oriented and organized, with the ability to prioritize and manage multiple tasks effectively.
- Personal, adaptable, and flexible, capable of 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 is necessary for remote work.
Compensation and Benefits
Salary Range:
$44,000 - $70,000, with a discretionary bonus typically awarded annually. Restricted Stock Units granted upon hire. 401(k) matching and a comprehensive employee benefits package are included. The salary range reflects the lower and upper limits for this position in the US, with variations based on location. Actual salary offers will consider a broad range of factors, including skills, qualifications, and experience.
Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We value diverse backgrounds, beliefs, and interests, recognizing diversity as a vital source of intellectual thought and innovation.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other protected characteristic. We strongly encourage applications from individuals belonging to historically marginalized groups.

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

Workiva employees undergo 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.



  • Iowa, Louisiana, United States Workiva Full time

    Role OverviewThe 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...


  • Iowa, Louisiana, United States Clickstop Full time

    Position Overview:As a vital member of our team, the Customer Service Specialist will embody the spirit of Clickstop, ensuring that our customers receive unparalleled support and service.Key Responsibilities:- Uphold Clickstop's Core Values to foster a positive workplace culture.- Identify and address customer needs with keen insight.- Engage actively with...


  • Iowa, Louisiana, United States Spinutech Full time

    About SpinutechSpinutech is a dynamic digital agency that prioritizes culture, teamwork, and delivering exceptional results to enhance our clients' success. We are looking for a Senior Technical Account/Project Manager to become an integral part of our team. This role involves overseeing a diverse portfolio of web development clients, ensuring that projects...


  • Iowa, Louisiana, United States Research And Developement Industries Inc Full time

    Position Overview: Research and Development Industries, Inc. (RDI) is a well-established technology firm with a rich history. Our RDIWorks division is in search of a Sales Specialist to enhance our Managed Service Provider (MSP) team. As a prominent player in the industry, our RDIWorks team collaborates with small to medium-sized businesses and large...


  • Iowa, Louisiana, United States Research And Developement Industries Inc Full time

    Position Overview: Research And Development Industries, Inc. (RDI) is a well-established technology firm with over 40 years of experience. Our RDIWorks division is on the lookout for a skilled Sales Engineer to enhance our Managed Service Provider (MSP) team. As a prominent player in the industry, our RDIWorks team collaborates with small to medium-sized...


  • Iowa, Louisiana, United States Windstream Communications Full time

    Company Overview:Windstream Holdings, Inc. stands as a prominent provider of sophisticated network communication and technology solutions tailored for consumers, small enterprises, large organizations, and carrier partners throughout the United States.Operating under the Kinetic brand, Windstream delivers bundled offerings that encompass premium broadband,...


  • Iowa, Louisiana, United States Windstream Communications Full time

    Company Overview:Windstream Holdings, Inc. stands as a prominent provider of sophisticated network communication and technology solutions tailored for consumers, small enterprises, large organizations, and carrier partners throughout the United States.Operating under the Kinetic brand, Windstream delivers bundled offerings that encompass high-speed...

  • Sales Advocate

    2 weeks ago


    Iowa City, United States ONE OUTSOURCING Full time

    Job DetailsJob Location 496 - Iowa City - Coraville, IA Position Type Full-Time/Part-Time Education Level None Job Category Retail Job Description At One Outsourcing, an Authorized Retailer for Cricket Wireless, we pride ourselves in providing a simple, smart, make-your-day-better wireless experience for anyone who wants first-class nationwide wireless...

  • Mobile Nurse

    1 week ago


    Iowa City, Iowa, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a dedicated travel nurse specializing in Med Surg for an exciting opportunity.Position OverviewSpecialty: Med SurgDiscipline: RNEmployment Type: TravelWeekly Hours: 36 hoursShift Length: 12 hoursThe ideal candidate will be required to have a permanent residence located at least 100 miles away from the healthcare facility's...


  • Iowa City, Iowa, United States Chad Burtch - State Farm Agent Full time

    Position OverviewJoin us at Chad Burtch - State Farm Agent, a prominent player in the insurance sector, as we seek a dedicated and customer-oriented professional to enhance our team. If you thrive on engaging with clients, aim to develop your leadership capabilities, and enjoy collaborating within a team, this role is tailored for you.In this position, you...

  • Traveling RN

    1 week ago


    Iowa City, Iowa, United States HealthEcareers - Client Full time

    HealthEcareers - Client is currently seeking a Travel Nurse RN specializing in Medical Surgical for an exciting travel nursing opportunity.Position OverviewSpecialty: Medical SurgicalDiscipline: Registered Nurse (RN)Employment Type: TravelWork Schedule: 36 hours per weekShift Length: 12 hoursThis travel nursing role requires that the nurse's permanent...


  • Iowa Falls, Iowa, United States LexisNexis Full time

    Telephonic Client Relationship ManagerAre you passionate about fostering strong customer connections that drive growth?Do you thrive in collaborative environments that focus on shared objectives?About the RoleAs a Telephonic Client Relationship Manager, you will oversee, safeguard, and enhance revenue through the promotion of LexisNexis products, services,...

  • Travel Nurse RN

    10 hours ago


    Iowa City, Iowa, United States HealthEcareers - Client Full time

    A leading healthcare staffing agency, HealthEcareers - Client, is seeking a skilled travel nurse RN to fill a Med Surg position in a dynamic healthcare environment.Job DetailsSpecialty: Med SurgDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, daysEmployment Type: TravelThis travel nursing opportunity requires a minimum of 2+ years of recent...

  • Travel Nurse RN

    5 days ago


    Iowa City, Iowa, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Registered Nurse to fill a travel nursing position in a Progressive Care Unit setting.Job ResponsibilitiesProvide high-quality patient care in a fast-paced PCU environmentCollaborate with interdisciplinary teams to develop and implement individualized patient care plansMonitor and manage patient...


  • Iowa City, Iowa, United States HealthEcareers - Client Full time

    Job DetailsA leading healthcare staffing agency, HealthEcareers - Client, is seeking a skilled Traveling Intensive Care Unit Registered Nurse to join their team.Job RequirementsSpecialty: Intensive Care UnitDiscipline: Registered NurseDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelThe ideal candidate will have a minimum of...


  • Iowa City, Iowa, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a skilled and experienced Traveling Registered Nurse to join our team at HealthEcareers - Client. As a Traveling Registered Nurse, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and contributing to the success of our healthcare team.ResponsibilitiesProvide direct...


  • Iowa City, Iowa, United States HealthEcareers - Client Full time

    Job DetailsJob Title: Traveling Registered Nurse OpportunityJob Type: Full-time, ContractLocation: NationwideJob Category: Healthcare, NursingJob DescriptionAbout the Job:HealthEcareers - Client is seeking a skilled and dedicated Registered Nurse to join our team as a Traveling Registered Nurse. As a Traveling Registered Nurse, you will have the opportunity...


  • Cedar Rapids, Iowa, United States Wix Full time

    Position Overview:At Wix, we embrace a hybrid work model, requiring our team members to be present in the office at least three days a week.Key Responsibilities:As a Client Support Specialist, your role will involve:Establishing strong connections with Wix clients to understand their genuine needs and assist them in achieving their business objectives while...


  • Iowa City, Iowa, United States Act Inc Full time

    Become a pivotal part of ACT's mission to enhance educational and professional outcomesWe are seeking a Client Relationship Manager or a Senior Client Success Manager to further our objectives by promoting ACT's Workforce Solutions and boosting the number of Work Ready Communities (WRC). In this role, you will be responsible for crafting strategic...


  • Iowa City, United States Heartland Veterinary Partners Full time

    About Cat Clinic of Iowa City Our veterinarians offers all the same veterinary services of a general small animal hospital and combines them with our specialized knowledge of feline medicine. Without the noises and smells of dogs our fully equipped facility provides a peaceful and more relaxing environment for your feline companion. Operating Hours: ...


  • Iowa Park, United States Jeff Rhoades - State Farm Agent Full time

    Benefits:Performance-based bonusesAttractive salary packageCareer advancement opportunitiesPaid leaveProfessional training and developmentROLE SUMMARY:Jeff Rhoades - State Farm Agent is in search of a detail-oriented and proactive professional to manage administrative tasks and assist insurance agents in acquiring and retaining clients. As an Account...


  • Iowa Park, United States Jeff Rhoades - State Farm Agent Full time

    Benefits:Performance-based bonusesAttractive salary packageCareer advancement opportunitiesPaid leaveProfessional training and developmentROLE OVERVIEW:Jeff Rhoades - State Farm Agent is in search of a detail-oriented and proactive individual to manage administrative tasks and assist insurance agents in attracting and retaining clients. As an Account...


  • Iowa City, Iowa, United States Downtown Iowa City Full time

    The Downtown Iowa City is seeking a dedicated Client Relations Coordinator to enhance our operational team. This is a full-time position offering comprehensive benefits.As the Client Relations Coordinator, you will lead a group of student staff in delivering exceptional service to various stakeholders primarily through phone, chat, and email...


  • Iowa City, Iowa, United States Chad Burtch - State Farm Agent Full time

    Position OverviewAre you a personable and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a role with Chad Burtch - State Farm Agent may be the ideal fit for you. This position focuses on promoting State Farm's insurance and financial service offerings.Key ResponsibilitiesBuild and maintain strong customer...


  • Iowa City, Iowa, United States The University Of Iowa Full time

    The Department of Pathology is in search of an Administrative Support Specialist who, under general supervision, will provide essential clerical assistance related to client relations, services, and billing operations of the University of Iowa Diagnostic Laboratories (UIDL). This role encompasses a range of responsibilities including, but not limited to,...


  • Iowa City, Iowa, United States Advanced Call Center Technologies Full time

    Position Overview: Join our team as an Inbound Customer Service Agent at Advanced Call Center Technologies. We are dedicated to providing exceptional service to our clients and are looking for individuals who share our passion for helping others. What We Offer: Comprehensive paid training program Career advancement opportunities Competitive hourly wage with...


  • Iowa Park, United States Jeff Rhoades - State Farm Agent Full time

    Benefits:Performance-based bonusesAttractive salary packageCareer advancement opportunitiesPaid leaveProfessional training and developmentROLE SUMMARY:Jeff Rhoades - State Farm Agent is in search of a detail-oriented and proactive professional to manage administrative tasks and assist insurance agents in attracting and retaining clients. As an Account...