Associate Client Relationship Manager

🕒 il y a 6 jours

🇺🇸 États-Unis – Télétravail

💵 $47 000 - $76 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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Workiva

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2008

💼 Conseil

🏥 Santé

📦 Logistique

Consulting • Healthcare • Logistics

Workiva est une plateforme cloud, alimentée par l'IA, qui unifie le reporting financier, la gestion des risques et de la conformité, ainsi que le reporting de durabilité. Elle permet aux équipes de connecter des données à travers les systèmes, de collaborer en temps réel, d'automatiser le reporting (y compris le balisage XBRL), et de maintenir l'auditabilité et la traçabilité pour les divulgations réglementées et les processus de certification. Workiva s'adresse aux grandes entreprises et aux équipes de finance, juridique, audit et durabilité pour accélérer le reporting, améliorer la précision et réduire les risques.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

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