Cali Grubman
Customer Success Manager at Workiva | New York City Metropolitan Area
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As a Customer Success Manager at Workiva, Cali Grubman plays a pivotal role in ensuring that clients not only adopt the Workiva Platform but also derive maximum value from it. With a portfolio of up to 50 diverse customers, Cali is dedicated to minimizing churn and driving expansion by fostering strong, collaborative relationships with executive leadership teams. Her approach is characterized by a deep understanding of each customer's unique business and technical objectives, allowing her to tailor strategies that align with their goals.
Cali's expertise in proactive monitoring and client onboarding ensures that customers are equipped with the tools and knowledge they need to succeed from the outset. By leveraging her skills in business relationship management and customer satisfaction, she effectively influences stakeholders and navigates complex organizational structures to advocate for her clients' needs. Her commitment to empathy and teamwork not only enhances the customer experience but also positions her as a trusted partner in their journey toward success.
Key projects that Cali has spearheaded include the implementation of customized training programs and strategic workshops designed to empower clients to leverage the full capabilities of the Workiva Platform. Her public speaking skills shine during these sessions, where she shares insights and best practices, fostering a culture of continuous improvement. Through her proactive approach and time management skills, Cali ensures that every interaction is meaningful, ultimately driving customer loyalty and long-term success in the rapidly evolving landscape of financial reporting and compliance.
Customer Success Manager at Workiva in March 2024 to Present
Professional Services Consultant at Frontline Education in April 2023 to March 2024
5th Grade Teacher at PLAINVIEW-OLD BETHPAGE CENTRAL SCHOOL DISTRICT in September 2022 to February 2023
4th Grade Teacher at NYC Department of Education in January 2022 to June 2022
Community Intern at WeWork in June 2019 to September 2019
Marketing Intern at Global Creative in November 2017 to January 2018
Waitress at THE CLUBHOUSE - restaurant & bar in May 2015 to September 2016
Sales Associate at PaperWorld in May 2013 to May 2015
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UCLA, Bachelor's degree, July 2026
Adelphi University, Master's degree, July 2026
University of Melbourne, July 2026
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Account Management
Customer Retention
Proactive Monitoring
Customer Relationship Management (CRM)
Professional Services
Client Onboarding
Customer Onboarding
Software Implementation
Client Services
Customer Satisfaction
Helping Clients Succeed
Customer Service
Customer Engagement
Business Relationship Management
Product Knowledge
Coaching
Customer Success
Public Speaking
Management
Critical Thinking
Training & Development
Interpersonal Skills
Multitasking
Teamwork
Problem Solving
Strategic Planning
Communication
Team Leadership
Classroom Management
Collaborative Problem Solving
Team Management
Interpersonal Communication
Organization Skills
Microsoft Office
Photoshop
Time Management
Group Communication
Social Media
Leadership
Marketing
Customer Service Management
Influencing Without Authority
Virtual Office
Project Management
Decision-Making
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Discover more about WorkivaWhat is Cali Grubman email address?
Email Cali Grubman at [email protected] and [email protected]. This email is the most updated Cali Grubman's email found in 2026.
How to contact Cali Grubman?
To contact Cali Grubman send an email to [email protected] or [email protected]. (updated on September 04, 2024)
What company does Cali Grubman work for?
Cali Grubman works for Workiva
What is Cali Grubman's role at Workiva?
Cali Grubman is Customer Success Manager
What is Cali Grubman's Phone Number?
Cali Grubman's phone (212) ***-*375
What industry does Cali Grubman work in?
Cali Grubman works in the Computer Software industry.
Cali Grubman Email Addresses
Cali Grubman Phone Numbers
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