Cpx Coordinator
Current- Support Workiva Customer Success Managers (CSM), Enterprise Customers Success Managers (ECSM), and Customer Support Teams to coordinate operational and analytical tasks while helping to drive maximum return on customer investment. - Manage the process for the creating Quarterly Business Reviews (QBRs) including: providing analytical insights, consolidating format, proofreading and pulling standard reports- Completes ad hoc report generation for customers using multiple systems to help customers understand impact of Wdesk and Wdata usage- Works cross-functionally with Marketing and Operations to validate customer contacts, update quarterly results and manage mail lists-Utilize Salesforce, Gainsight, Jira for account and contact management- Create internal and external programs to benefit team efficiency, coordination, communication, etc.