Note: The job is a remote job and is open to candidates in USA. Workiva is a company that provides managed services, and they are seeking an Associate Client Relationship Manager to serve as a customer contact. This role involves managing customer activities from onboarding to support and project delivery, ensuring high-quality service and customer satisfaction throughout the project lifecycle.
Responsibilities
- 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
Skills
- 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
Benefits
- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
Company Overview
Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time. It was founded in 2008, and is headquartered in Ames, Iowa, USA, with a workforce of 1001-5000 employees. Its website is http://www.workiva.com.Company H1B Sponsorship
Workiva has a track record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 1 in 2023, 3 in 2022, 1 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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