Educational Customer Success Manager Jobs in Rochester, NY

The Customer Success Intern supports the Customer Success team by providing excellent service, document setup, and collaboration. You will create, implement, and tag customer documents to meet their document setup needs, ensuring accuracy before filing deadlines.

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

Location: This internship is primarily a remote opportunity. However, if you are located near one of our office hubs, you are welcome to work in a hybrid capacity and utilize our office spaces. Check out our article on Workplace Flexibility to learn more.

When can you expect to hear back?

We are committed to attending all career fairs and recruitment events before closing our positions. That means, this position might be open without updates for a few weeks to give us time to connect with all potential candidates before wrapping up the recruitment season. Check out our tentative timeline below to see when you can expect to hear from us!

Postings close: September 27, 2026 Engineering postings close: October 2, 2026 Interviews: Early to mid October Offers: Mid to late October

2027 Start Dates:

Our positions have opportunities that start in the Spring or Summer. Please see our start dates below and let us know your availability in your application. Spring 2027 Internships: Monday, January 4, 2027 (15-20 hours per week max)

How You’ll Be Rewarded

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

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation-ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email earlycareer@workiva.com.

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.