Client Relationship Manager

🕒 Setembro 25

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $57.000 - $95.000 / 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

• 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 the Customer & Partner Experience Team on ancillary projects as needed • Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers • Manage a book of business through regular checkpoints and develop meaningful client relationships • Obtain client feedback and provide it to sales, marketing, and research and development departments • Train customers to use the Workiva platform to achieve 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 • Provide 24/7 dedication to the Working Group throughout project completion • Understand customer project requirements and act as a consultant on Workiva platform features • Partner with other Workiva teams on initiatives addressing customer needs • Analyze and provide data to inform decision-making • Deliver multiple tasks or processes in a well-structured environment

🎯 Requisitos

• Undergraduate Degree or equivalent combination of education and experience in a related field • 2+ years of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others • 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, and presentation skills with a high level of comfort in delivering consultative recommendations • Reliable internet access for any period of time working remotely and not in a Workiva office • Must be authorized to work in the U.S. on a permanent basis

🏖️ Benefícios

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Minimal travel for customer and internal meetings • Remote work from any location within the country of employment • Reasonable accommodations for applicants with disabilities