Workiva · 1 day ago
Lead CPX Operations Manager, Customer Success
United States
Full-time
Remote
Mid, Senior Level
$93K/yr - $149K/yr
6+ years expWorkiva is a company focused on driving operational excellence across the Customer Success team. The Lead CPX Operations Manager will be responsible for improving systems and processes, ensuring global alignment, and partnering with leadership to enhance operational capabilities and drive growth.
AnalyticsBusiness Process Automation (BPA)Enterprise SoftwareGovernmentRisk ManagementSoftware
Responsibilities
Improve the systems (processes and tools) to drive efficiency by removing repetitive tasks for the CS team and streamlining processes, allowing them to focus on high-value customer interactions
Maximize the value of our tech stack (ideally Gainsight) and partner with the Business Technology team to build automation and AI-driven workflows that allow the organization to scale
Act as the technical lead on projects, gathering business requirements and implementing changes through a structured, scalable methodology
Work closely with the CS stakeholders and operations team to leverage and influence best practices across tools, data, and processes
Collaborate with global operations counterparts to ensure all teams are adopting and following standard global processes to maintain data integrity and a unified customer experience
Lead the regional rollout of global initiatives, ensuring that new processes are not just launched but fully adopted and mastered by the CS teams
Partner with CS stakeholders to assess operational capabilities and develop strategies that support growth and effectiveness
Partner closely with the Director of CPX Operations to execute a roadmap that drives growth, efficiency, and effectiveness through streamlined processes and data
Partner with the Business Tech team to design tools and processes that support the CS team and provide insights and dashboards that help leaders make informed business decisions
Qualification
Required
6+ years in Operations for Customer Success or Customer Experience, preferably within a SaaS environment
Undergraduate degree in a related field or equivalent practical experience
Preferred
Experience working in geographically dispersed teams
Experience in leveraging technology (ideally Gainsight or similar) to automate and enhance our customer management
Experience re-engineering processes (through automation and AI) to drive efficiency and enable scale/growth in CS teams
Experience in gathering business requirements and implementing build/change through structure methodology
Exceptional problem-solving, critical thinking, and analytical skills
Solid verbal and written communication skills to translate both business needs and data insights in a clear, concise, and effective manner
Ability to effectively interact with business partners at varying levels of organization
Well-organized with superb project management, time management skills and attention to detail
Ability to synthesize data into consumable insights and deliver them to stakeholders
Personable, agile, adaptable and flexible mindset
Benefits
A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package
Company
Workiva
Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.
1001-5000 employees
H1B Sponsorship
Workiva has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$680.58MKey Investors
Bluestem Capital
2023-08-14Post Ipo Debt· $625M
2014-12-12IPO
2014-10-17Series Unknown· $0.69M
Leadership Team
Julie Iskow
President & CEO
Penny Ashley Lawrence
SVP, CPX (Customer & Partner Experience)
Recent News
2026-01-22
2026-01-07
The Motley Fool
2025-12-31
Company data provided by crunchbase