Client Relationship Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $57k - $95k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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