Client Relationship Manager

Summary

Workiva provides a secure platform that unifies finance, risk, and sustainability data for complex organizations. The Client Relationship Manager serves as the primary customer contact for Managed Services, overseeing onboarding, project delivery, customer support, issue resolution, training, and relationship management for Capital Markets customers.

Responsibilities

• 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 on 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

Skills

• Undergraduate Degree or equivalent combination of education and experience in a related field
• 2+ years (s) of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others
• Minimal travel for customer and internal meetings
• Reliable internet access for any period of time working remotely and not in a Workiva office
• Candidates must be authorized to work in the U.S. on a permanent basis
• 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

Qualifications

Must Haves

• Undergraduate Degree or equivalent combination of education and experience in a related field
• 2+ years (s) of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others
• Minimal travel for customer and internal meetings
• Reliable internet access for any period of time working remotely and not in a Workiva office
• Candidates must be authorized to work in the U.S. on a permanent basis

Nice to Haves

• 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
• Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.