Workiva

Client Relationship Manager

Workiva

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $57,000 - $91,000 per year

About the role

  • Deliver high-quality service and support throughout the completion of the Managed Services project
  • Serve as primary customer contact for Workiva products and services
  • Assist Customer & Partner Experience Team on ancillary projects, as needed
  • Works to a weekly horizon.
  • Recognizes and acts on inconsistencies in data or results.
  • Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
  • Manage a book of business, supporting them through regular checkpoints and developing meaningful relationships representing Workiva platform offerings to our clients
  • Obtain feedback from clients and provide it to necessary internal departments, including sales, marketing, and research & development
  • Train customers how to use the Workiva platform to achieve customer technology goals and objectives through shared best practices
  • Use customer management tools to track customer communication, issues, and metrics
  • Design and execute onboarding project plans for Capital Markets customers.
  • Coordinate and review the filing process for Capital Markets customers 24/7 dedication to Working Group (issuer counsel, underwriter counsel, bankers, auditors, consultants, and customer) throughout the completion of the project

Requirements

  • Undergraduate Degree or equivalent combination of education and experience in a related field.
  • 2+ years of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others.
  • Experience in the accounting/finance industry
  • Familiarity with Capital Markets processes and filings
  • Self-motivated with a strong propensity for action, results, and continuous improvement
  • Ability to work successfully in a high-energy, fast-paced, rapidly changing environment
  • Proven ability to identify customers’ needs and expectations with a timely and effective customer service response
  • Competency in using the Workiva platform, Google Drive, Microsoft Word, Excel, PowerPoint, Salesforce, and Gainsight
  • Project management and organizational skills to meet established timelines
  • Communication, influence, & presentation skills with a high level of comfort in delivering consultative recommendations
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 & Tools
customer serviceaccount managementproject managementcommunicationinfluencingcustomer managementonboarding project plansdata analysisproblem resolutioncontinuous improvement
Soft Skills
self-motivatedresults-orientedorganizational skillsconsultative recommendationsrelationship buildingadaptabilityhigh-energypresentation skillstimely responsecustomer needs identification