Associate Client Relationship Manager

Stelle nicht auf LinkedIn

🕒 vor 2 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $47.000 - $76.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💰 Account Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Workiva

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 2008

💼 Beratung

🏥 Gesundheitswesen

📦 Logistik

Consulting • Healthcare • Logistics

Workiva ist eine cloudbasierte, KI-gestützte Plattform, die Finanzberichterstattung, Risiko- und Compliance-Management sowie Nachhaltigkeitsberichterstattung vereint. Sie ermöglicht es Teams, Daten über Systeme hinweg zu verknüpfen, in Echtzeit zusammenzuarbeiten, Berichte zu automatisieren (einschließlich XBRL-Tagging) und die Prüfbarkeit und Nachvollziehbarkeit für regulierte Offenlegungen und Prüfprozesse aufrechtzuerhalten. Workiva bedient große Unternehmen sowie Finanz-, Rechts-, Prüfungs- und Nachhaltigkeitsteams, um die Berichterstattung zu beschleunigen, die Genauigkeit zu verbessern und Risiken zu reduzieren.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

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