Brian Rosenberg

Senior Customer Success Manager @Workiva

Senior CSM leading the success of the client journey from Onboarding to Seasoned Customer, and continuously understanding the customer’s business objectives to making sure they are always on track to achieve them, leading to continuous product adoption and ROI. Was an integral part of two Feature Expert teams, and helped encourage adoption as well as usage of the Workiva Platform by becoming a trusted source of information on the company’s products, advancing the knowledge on workarounds and product changes, and providing customer insight about improvements, development efforts to Product teams, and helping prioritize customer needs. Worked internally with the Product Enablement team to update the latest internal and external training content and videos utilizing the Workiva platform. Was invited to attend the Workiva Annual Event Amplify, as one of the very top persons in the company to have the most customers attending this event and I worked in the Feature Expert booth in the Amplify Expo assisting new, and potentially new customers in best practices to utilize the Wdesk platform. Was a part of the Workiva Mentor program, where I trained a mentee in becoming a next CSM as well as internally trained multiple new CSM’s in adopting best practices for their role and adopting it quickly to see immediate Success. Conduct QBR’s at a quarterly cadence to demonstrate hard numbers, metrics, and reviewing their Current State, Future State and PBO\'s the clients have, as well as will achieve continuous product adoption, plus share goals, and benchmarks planned. Held platform Success Trainings for customers for the main Wdesk platform as well as for Wdata, which uses an ERP to connect via API, and conducted queries to extract data, as well as created SQL queries, and composed its Syntax in an SQL editor to combine data from multiple sources. Taught customers how to use Chains, to connect their data across the platform, and various data sources to automate workflows.