Workiva

Associate Client Relationship Manager

Workiva

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $47,000 - $76,000 per year

About the role

  • Serve as a customer contact for Workiva products and services, supporting clients via phone, email, and in-app communication
  • Execute onboarding project plans and coordinate the filing process for Capital Markets customers
  • Ensure the accuracy of documents through a review of work completed and deliver high-quality service and support throughout the project lifecycle
  • Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
  • Train customers on how to use the Workiva platform to achieve their goals and obtain feedback for relevant internal stakeholders, such as the sales, marketing, and product teams
  • 24/7 dedication to the Working Group (counsel, bankers, auditors, etc.) throughout the completion of the project, and partner with other Workiva teams on initiatives that address customer needs
  • Complete routine service requests, including importing documents supplied by Working Groups, applying correct formulas, formatting, and styles, and creating/linking source financial data in Workiva Spreadsheets

Requirements

  • Undergraduate Degree or equivalent combination of education and experience in a related field
  • 1+ years of related experience in Customer Service, Account Management, or Project Management (blended requirement)
  • Experience in the accounting/finance industry and familiarity with Capital Markets processes and filings
  • Competency in using the Workiva platform, Google Drive (G Suite), and Microsoft Office (Word, Excel, PowerPoint)
Benefits
  • A discretionary bonus typically paid annually
  • Restricted Stock Units granted at time of hire
  • 401(k) match and comprehensive employee benefits package

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementcustomer serviceaccount managementdocument reviewdata formattingfinancial data linkingCapital Markets processesfiling accuracy
Soft skills
communicationproblem-solvingcustomer supporttrainingcollaborationaccountability