Associate Client Relationship Manager

Workiva

Associate Client Relationship Manager serving as a customer contact for Workiva products. Supporting clients and executing onboarding project plans throughout the project lifecycle.

Posted 7/31/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $47,000 - $76,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and project management within the accounting and finance industry, with a strong focus on utilizing the Workiva platform to enhance client interactions and project outcomes. Capable of training clients and managing multiple processes while ensuring high-quality service delivery.

Highest-signal resume keywords

Customer Service ExperienceProject Management SkillsWorkiva Platform ProficiencyCapital Markets KnowledgeVerbal And Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementCustomer ServiceDocument ReviewData ImportingFormula ApplicationFormatting And StylesFinancial Data Linking

Soft Skills

Self-MotivatedOrganizational SkillsAttention To DetailInfluencing Skills

Tools & Technologies

Workiva PlatformGoogle DriveMicrosoft Office

Industry Keywords

AccountingFinanceCapital MarketsOnboardingClient Training

About the role

Key responsibilities & impact

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

What you’ll need

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)
Proven professionalism in verbal and written communication, with the ability to influence others and deliver consultative recommendations
Self-motivated with a strong propensity for action and results, capable of working in a high-energy, rapidly changing environment
Strong organizational skills to meet established timelines, manage multiple processes simultaneously, and work under pressure with keen attention to detail
Reliable internet access for any period of time working remotely, not in a Workiva office

Benefits

Comp & perks

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package