Lead Solution Success Manager - Platform & Emerging
As a Lead Solution Success Manager, Platform & Emerging at Workiva, you serve as a pivotal expert bridging the gap between platform capabilities and strategic customer value. Your core mission is to accelerate customer time to value by acting as a definitive solution authority who designs and executes scalable, one to many adoption and value realisation programs. By translating deep functional expertise into tangible business outcomes, you will guide customers along their maturity journey, provide technical enablement to CSMs, and influence the product roadmap to drive greater self-service adoption and overall solution health. The scope of this role will focus on Platform and Emerging Solutions.
What You’ll Do
Drive Strategic Solution Alignment & Governance
Act as a key internal advisor to navigate complex customer challenges and opportunities to accelerate time to value and sustained solution health.
Translate functional solution mastery into tangible business outcomes, ensuring customers connect platform execution to their business strategy.
Help evolve and refine our internal Solution Success operating model by continuously utilising, refining, and providing feedback on standard artefacts, playbooks, and engagement methodologies.
Lead Scalability & Digital Transformation
Design and deliver one-to-many enablement programs—such as expert-led office hours, specialised webinars, and targeted content—to address customer needs at scale.
Partner with Product and Engineering to identify friction points, advocate for platform improvements, and champion self-service features.
Collaborate across Customer & Partner Experience and Product to advise on scalable expertise, tools, and best practices to be operationalised by CSMs and embedded in digital channels.
Influence the Product Roadmap & Enablement
Serve as a primary voice of the customer, synthesising high-value solution feedback to help influence product priorities.
Collaborate directly with Product Management to influence the roadmap, driving platform enhancements that deliver better user experiences and faster adoption.
Develop internal training and enablement content to empower the broader team, reducing dependence on ad-hoc 1:1 support.
What You'll Need
Minimum Qualifications
Undergraduate degree or equivalent experience in a technical, business, or related field.
6+ years of progressive experience in a specialised, customer-facing technical role (e.g., Solution Architect, Technical Consultant, Technical Customer Success Manager).
Track record of creating and delivering technical training content
Preferred Qualifications
A passionate, tenacious self-starter who is driven to achieve long-term customer value and exhibits a high level of comfort working in ambiguity.
Proven track record in designing and leading scalable enablement programs or digital transformation initiatives.
Exceptional executive communication skills (written and verbal) with the ability to influence cross-functional stakeholders across CPX, Sales, Product, and Engineering.
Travel Requirements and Working Conditions
Reliable internet access for any period of working remotely.
Ability to travel up to 15% annually for customer and internal strategic meetings.
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
#LI-JU1