Cover Letter - VP of Customer Success, Americas
Adam Roberts Indianapolis, USA | roberts.john.adam@gmail.com | +1 317 514 4713
Dear Hiring Team,
Workiva’s acquisition of Sustain.Life signaled a serious commitment to ESG reporting at enterprise scale. I’ve spent the past six years at Clarity AI doing exactly that - helping asset managers, asset owners, and financial institutions navigate SFDR, CSRD, ISSB, and emerging climate disclosure requirements. The VP of Customer Success role is a compelling opportunity to bring that expertise to Workiva’s platform.
At Clarity AI, I built the Customer Success, RevOps, and Support organizations from the ground up. I hired and developed a 14-person global team, designed the processes and governance structures, and drove 156% NRR with 2x YoY revenue growth for four consecutive years. I also led a strategic transformation last year - shifting from account management to opportunity generation - and hit 110% of our upsell target in Year 1. This is the proactive, outcomes-based engagement model your job description describes, and I’ve already built it once.
My clients include institutions managing $15 trillion in AUM. I’ve built trusted relationships with CFOs, Chief Sustainability Officers, and Heads of Risk navigating complex regulatory environments. With CSRD deadlines approaching, I can help Workiva’s Financial Services customers realize platform value from day one. I’m drawn to the scope of this role - architecting engagement for North America while balancing digital scale with strategic accounts - and to the opportunity to help customers build the governance frameworks that drive sustained business outcomes.
I’d welcome the chance to discuss how my experience can accelerate Workiva’s growth.
Best regards, Adam Roberts