Workiva · 1 day ago
Associate Client Relationship Manager
United States
Full-time
Remote
Entry Level
$47K/yr - $76K/yr
1+ years expWorkiva 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.
AnalyticsBusiness Process Automation (BPA)Enterprise SoftwareGovernmentRisk ManagementSoftware
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
Qualification
Required
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)
Preferred
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
Workiva
Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.
1001-5000 employees
H1B Sponsorship
Workiva has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$680.58MKey Investors
Bluestem Capital
2023-08-14Post Ipo Debt· $625M
2014-12-12IPO
2014-10-17Series Unknown· $0.69M
Leadership Team
Julie Iskow
President & CEO
Penny Ashley Lawrence
SVP, CPX (Customer & Partner Experience)
Recent News
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Company data provided by crunchbase