Senior Manager Of Enterprise Customer Success
Current
Jan 2024 - Present
AeroLeads people directory · profile
David Mesa Email & Phone Number
Senior Manager of Enterprise Customer Success
at
Workiva
1 work email found
@workiva.com
2 phones found area 888
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager of Enterprise Customer Success
Location
New York, United States
Who is David Mesa? Overview
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Quick answer
David Mesa is listed as Senior Manager of Enterprise Customer Success at Workiva, based in New York, United States. AeroLeads shows a work email signal at workiva.com, phone signal with area code 888, and a matched LinkedIn profile for David Mesa.
David Mesa previously worked as Team Manager, Enterprise Customer Success at Workiva and Senior Enterprise Customer Success Manager at Workiva. David Mesa holds Master'S Degree, Accountancy from Queens College.
Company email context
Email format at Workiva
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{first}.{last}@workiva.com
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AeroLeads found 1 current-domain work email signal for David Mesa. Compare company email patterns before reaching out.
Profile bio
About David Mesa
Highly effective, results-oriented Team Manager of Enterprise Customer Success with strengths in motivational leadership, innovation leadership, and strategic leadership all focused around the people and driving positive business outcomes.
Listed skills include Sec Filings, Accounting, Sarbanes Oxley Act, Auditing, and 23 others.
Current workplace
David Mesa's current company
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8 roles
David Mesa work experience
A career timeline built from the work history available for this profile.
Team Manager, Enterprise Customer Success
Mar 2020 - Jan 2024
Senior Enterprise Customer Success Manager
Jul 2019 - Feb 2020
Enterprise Customer Success Manager
Mar 2018 - Jun 2019
Senior Customer Success Manager
Aug 2016 - Feb 2018
Customer Success Manager
• Oversee multiple customers and consistently provide excellent customer service.• On-board and train customers to ensure a successful and efficient experience.• Results-oriented with positive outlook both internally and externally.• Focus - SEC, SOX/MAR, Vendor Mgmt., and ERM exceeding customer expectations.• Execute pre/post sales discussions with customers leading to implementation and Raving Fans.• Experienced team player allowing me to help peers day-to-day with questions and solutions.• Help shape and influence the New York Customer Success Team.• Track customer patterns to understand positive/negative trends to ensure success.• Cross-department collaboration to improve platform functionality, best practices, & beta features.• Reports: SEC filings, SOX/MAR, ORSA, Separate Accounts, Statutory, Blue Books, and VM amongst others.
Dec 2013 - Jul 2016
Professional Services Manager
• Reviewed Workiva project files to ensure proper SEC requirements and customer guidelines.• Ensured XBRL files contained face Financial Statements and Notes to Financial Statements found in public company’s annual reports and quarterly filings.• Reviewed reports and rendering of XBRL files for accuracy and compliance.• Responded in a timely fashion to resolve outstanding customer issues and inquiries.• Provided customer with updates and trend information that impact areas of responsibility.• Maintained knowledge of taxonomies, government legislation, SEC regulations, and US GAAP.
Oct 2012 - Dec 2013
Audit Associate - Audit & Enterprise Risk Services
• Audited Millburn Corp. Issued 5 Financial Reports at year end on time and under budget. • Audited KKR&CO. assisted with Form S-1 of IPO SEC filing requirements.• Audited Evercore Partners Inc. at corporate level met stern deadlines due to rush filings.• Tested 100% of investments while balancing 8 to 10 other tasks and trained new team members.• Applied ASC 210- Offsetting Assets & Liabilities, ASC 820- FVM along with ASC 840 Leases. • Audited 15 funds in a one-month timeframe- varied from 12-18 investments per fund. • PCAOB- SOX testing of internal control assessments and enhanced financial disclosures.• Analyzed and tested pension plans as established by ASC 960 for DB Plans.
Nov 2009 - Apr 2011
2 education records
David Mesa education
Master'S Degree, Accountancy
Queens College
Bachelor Of Arts, Accounting & Information System
Queens College Of The City University Of New York
FAQ
Frequently asked questions about David Mesa
Quick answers generated from the profile data available on this page.
What company does David Mesa work for?
David Mesa works for Workiva.
What is David Mesa's role at Workiva?
David Mesa is listed as Senior Manager of Enterprise Customer Success at Workiva.
What is David Mesa's email address?
AeroLeads has found 1 work email signal at @workiva.com for David Mesa at Workiva.
What is David Mesa's phone number?
AeroLeads has found 2 phone signal(s) with area code 888 for David Mesa at Workiva.
Where is David Mesa based?
David Mesa is based in New York, United States while working with Workiva.
What companies has David Mesa worked for?
David Mesa has worked for Workiva and Deloitte.
How can I contact David Mesa?
You can use AeroLeads to view verified contact signals for David Mesa at Workiva, including work email, phone, and LinkedIn data when available.
What schools did David Mesa attend?
David Mesa holds Master'S Degree, Accountancy from Queens College.
What skills is David Mesa known for?
David Mesa is listed with skills including Sec Filings, Accounting, Sarbanes Oxley Act, Auditing, Us Gaap, Xbrl, Internal Controls, and Financial Statements.
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