Customer Support Engineer - Remote

  • Workiva
  • Remote
  • Sep 20, 2022
Full time Accounting Customer Service Engineering Finance

Job Description

The Customer Support Engineer (CSE) is responsible for responding to customer issues across our Wdesk and Wdata platforms. Support consists of troubleshooting issues with customers, identifying problems, researching answers, and guiding the customer through corrective steps. A key component of this position will consist of providing technical and functional support to customers over the phone, chat or case management. A CSE provides product information and resolves most administrative and product problems which our customers face. They are responsible for owning the customer experience and improving our ability as a business to support their dynamic needs.



  • Customer Support: Support customers by providing technical and functional expertise over the phone, chat and case management.
  • Manages customer inquiries within the expected time frame and acts as the escalation point within Tier1 support, only escalating above themselves when required
  • Responsible for maintaining a high level of professionalism with clients and working to establish a positive rapport with every customer
  • Troubleshoots customer issues by utilizing knowledge of application, experience and by self-guided research of issues
  • Capable of resolving complex customer issues with minimal assistance from escalated assistance
  • Provides a high quality customer experience to produce or maintain raving fans
  • Contributes to improving the customer experience - offering ideas and being part of the improvement process to benefit the customer
  • Work with Customer Success, Professional Services, and all tiers of support to solve problems or identify opportunities - act as the POC for support
  • Train and mentor other engineers on the team - create accountability and professionalism within the team
  • Edit or write new documentation or customer facing content to represent the support experience
  • Lives the Workiva Values and Principals and guidelines on how to produce results and improve the business


What You'll Need

  • Ability to multi-task and manage changing priorities
  • Ability to understand intermediate to advanced math concepts
  • Ability to communicate via email, phone, chat and other customer channels
  • Moderate technical aptitude, with high competency in using Google Drive, Microsoft Office Suite, OneCloud & Workiva products
  • Strong communication (verbal, listening and writing) skills
  • Self-motivated and accountable to results - ability to train others to demonstrate these same characteristics
  • Enjoys and excels at problem solving and assisting others
  • Able to allow for contingencies, prioritize multiple and potentially overlapping customer requirements
  • Proven ability to meet established timelines and service level agreements
  • Demonstrates strong sense of customer service with ability to identify customer needs and expectations and respond in a timely and effective manner
  • Represents the team as an advocate in cross-functional team meetings or projects
  • Helps to create and maintain a positive and vibrant culture in Support


  • Previous experience in accounting or finance preferred
  • 1+ years experience in a support/service role for a financial services company or technical support organization
  • Nice to have, not required: Basic or Intermediate experience with database support or network security support


  • High school diploma required; associates or bachelor's degree preferred

Working Conditions & Physical Requirements

  • Varying and overtime hours required during peak seasons
  • Reliable internet access for any period of time working remotely, not in a Workiva office.


  • Minimal travel


How You’ll Be Rewarded


  • Base Pay Range in Colorado:  $20 - $28 an hour

  • Restricted Stock Units granted at time of hire

  • A discretionary bonus typically paid annually

  • A shift premium provided for night and weekend work

  • Monthly phone stipend

  • 401(k) Match


The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.



Where You’ll Work


Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success:  Always delight our customers.

  • Trust: Rely on each other. 

  • Integrity: Do the right thing, every time. 

  • Collaboration: Share resources and work together. 

  • Innovation: Keep creating solutions and finding better ways. 

  • Inclusion: Support a diverse community where we all belong. 

  • Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.


At Workiva, you’ll enjoy: 

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.

  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.

  • Involvement: Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), Volunteering, Company wide celebrations, and more

  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.