Associate Client Relationship Manager

🕒 6 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $47.000 - $76.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

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Workiva

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2008

💼 Consultoria

🏥 Saúde

📦 Logística

Consulting • Healthcare • Logistics

A Workiva é uma plataforma na nuvem, impulsionada por inteligência artificial, que unifica relatórios financeiros, gestão de riscos e conformidade, e relatórios de sustentabilidade. Ela permite que as equipes conectem dados entre sistemas, colaborem em tempo real, automatizem relatórios (incluindo marcação XBRL) e mantenham auditabilidade e rastreabilidade para divulgações reguladas e processos de garantia. A Workiva atende grandes empresas e equipes de finanças, jurídico, auditoria e sustentabilidade para acelerar relatórios, melhorar a precisão e reduzir riscos.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

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