Lead Customer Success Manager, Public Sector
Core
Lead a portfolio of State, Local, and Education (SLED) government and higher education accounts, acting as an advisor to connect Workiva's platform to public sector outcomes like audit readiness and compliance.
Role type
Senior IC Customer Success Manager (Public Sector)
Builds
Retention, adoption, and growth for government and higher education clients using Workiva's financial reporting and risk platform.
Domain
Public Sector (Government, State, Local, Education) + Financial Reporting & Compliance
Required skills
B2B SaaS Customer Success, Account Management, Public Sector/Government account experience, Stakeholder management, Business review leadership, Adoption strategy, Risk identification, CRM management, Cross-functional coordination
Preferred skills
Multi-stakeholder account retention, SLED procurement and fiscal year dynamics, Public sector business case building, Data-driven adoption analysis, Executive communication, Cross-functional leadership without direct authority
Technologies
Workiva platform, CRM systems, Product Usage data, Health signals
Responsibilities
Develop account plans connecting client realities to Workiva capabilities; Cultivate relationships across department heads, finance officers, and officials; Lead Business Reviews focused on audit readiness and compliance; Diagnose adoption issues and design change management interventions; Identify expansion opportunities through whitespace analysis; Provide renewal forecasts and navigate budget-constrained commercial conversations; Engage with senior-level stakeholders on mission impact and regulatory backdrop; Resolve escalations by coordinating across functions; Maintain accurate CRM records and share market insights.
Seniority
Senior, hands-on IC