Brock Helwig
Lead Customer Success Manager at Workiva | Johnston, Iowa, United States
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Brock Helwig serves as the Lead Customer Success Manager at Workiva, where he leverages his seven years of experience to enhance client satisfaction and loyalty through exceptional service delivery. In this pivotal role, Brock acts as a trusted advisor and an extension of his customers' reporting teams, ensuring they have direct access to his expertise rather than navigating through impersonal support channels. His hands-on approach fosters strong relationships, enabling him to understand the unique challenges faced by each client, particularly in the realms of financial reporting and U.S. SEC filings.
Brock's commitment to customer success is evident in his involvement with key projects that drive value for clients. He has spearheaded initiatives aimed at optimizing document management processes, enhancing account management strategies, and facilitating key account development. His analytical skills allow him to identify trends and insights that inform strategic decisions, ultimately leading to improved outcomes for clients. Additionally, Brock takes pride in mentoring junior team members, sharing his knowledge in event planning and management to cultivate a culture of excellence within the Customer Success Team.
By focusing on customer needs and delivering tailored solutions, Brock has not only strengthened existing relationships but also played a crucial role in expanding Workiva's client base through new customer contracts. His dedication to fostering exceptional customer experiences positions him as a leader in the industry, making him a valuable asset to both his team and the clients he serves.
Lead Customer Success Manager at Workiva in September 2022 to Present
Senior Customer Success Manager at Workiva in March 2020 to September 2022
Customer Success Manager at Workiva in May 2017 to March 2020
Sales Execution at BODYARMOR Sports Nutrition in January 2016 to January 2016
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Iowa State University, Bachelor's Degree, July 2026
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Customer Relationship Management (CRM)
Analysis
Financial Reporting
U.S. SEC Filings
Document Management
Account Management
Key Account Development
Customer Retention
Customer Satisfaction
Sales
Retail Sales
Event Planning
Event Management
Retail
Leadership
Team Leadership
Customer Service
Key Account Relationship Building
Beverage Industry
Formatting Documents
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Discover more about WorkivaWhat is Brock Helwig email address?
Email Brock Helwig at [email protected]. This email is the most updated Brock Helwig's email found in 2026.
How to contact Brock Helwig?
To contact Brock Helwig send an email to [email protected]. (updated on September 02, 2024)
What company does Brock Helwig work for?
Brock Helwig works for Workiva
What is Brock Helwig's role at Workiva?
Brock Helwig is Lead Customer Success Manager
What is Brock Helwig's Phone Number?
Brock Helwig's phone (319) ***-*345
What industry does Brock Helwig work in?
Brock Helwig works in the Computer Software industry.
Brock Helwig Email Addresses
Brock Helwig Phone Numbers
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