Customer Success Intern

About the Role

As a Customer Success Intern at Workiva, you will be a vital part of the Customer Success team, dedicated to delivering exceptional service and support. This role involves creating, implementing, and meticulously tagging customer documents to ensure accuracy and compliance before critical filing deadlines. You will collaborate with various cross-functional teams and engage directly with internal and external customers.

What You'll Do

• Create and implement customer documents using industry-leading software.
• Collaborate with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering, and Finance.
• Apply XBRL tagging information to financial statements and statement footnotes.
• Tie-out XBRL tagging information within financial statements and statement footnotes to ensure accuracy prior to filing deadline.
• Provide exceptional customer service to internal and external customers.

What You'll Need

Minimum Qualifications

• Currently enrolled in a degree-seeking program, preferably in Business, Accounting, or a related program.

Preferred Qualifications

• Strong communication and leadership skills demonstrated through leadership positions in community, school, or other programs.
• Professional, outgoing, energetic personality with excellent interpersonal skills.
• Ability to work independently and take initiative.
• Attention to detail and follow-through are required.
• Technically savvy and demonstrate a high level of competency using Excel, Word, Google Docs, etc.
• Experience using Excel, Word, Google Docs, and similar word processing programs.

Travel Requirements & Working Conditions

• Reliable internet access for any period of time working remotely, not in a Workiva office.
• Minimal travel.

Sponsorship Requirements

Must be authorized to work in the United States and not require sponsorship now or in the future.

Recruitment Timeline

Workiva is committed to connecting with all potential candidates. You can expect the following timeline:

• All postings close: February 20, 2026
• Interviews: Early to mid-March 2026
• Offers: Mid to late March 2026

2026 Start Dates

This position offers Summer 2026 internship opportunities, starting Monday, May 18, 2026 (40 hours per week max).

How You’ll Be Rewarded

• Salary range in the US: $21.00 - $21.00 per hour.
• 401(k) participation and match.
• Paid sick leave.
• A unique opportunity to further your learning experience through additional internship seasons.

Key Skills/Competency

• Customer Service
• Document Management
• XBRL Tagging
• Financial Statements
• Data Accuracy
• Cross-functional Collaboration
• Microsoft Excel
• Google Docs
• Communication Skills
• Attention to Detail