Client Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide exceptional service and support throughout the lifecycle of the Managed Services project.

• Act as the primary point of contact for customers regarding Workiva products and services.

• Support the Customer & Partner Experience Team with supplementary projects as required.

• Address moderate customer concerns and escalate more intricate issues while maintaining accountability to clients.

• Oversee a portfolio of clients through regular check-ins and foster meaningful client relationships.

• Collect client feedback and relay it to sales, marketing, and research and development teams.

• Educate customers on utilizing the Workiva platform to meet their technology goals and objectives by sharing best practices.

• Utilize customer management tools to monitor communications, issues, and performance metrics.

• Create and implement onboarding project plans for Capital Markets customers.

• Organize and evaluate the filing process for Capital Markets clients.

• Provide round-the-clock commitment to the Working Group until project completion.

• Comprehend customer project requirements and serve as a consultant on the features of the Workiva platform.

• Collaborate with other Workiva teams on initiatives that cater to customer needs.

• Analyze and supply data to support informed decision-making.

• Manage multiple tasks or processes in a structured manner.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and experience in a relevant field.

• Over 2 years of experience in Customer Service, Account Management, Project Management, or comparable roles emphasizing communication and influence.

• Background in the accounting or finance sector.

• Knowledge of Capital Markets processes and filings.

• Self-driven with a strong inclination towards action, results, and continuous improvement.

• Capability to thrive in a high-energy, fast-paced, and rapidly evolving environment.

• Demonstrated ability to recognize customer needs and expectations, providing timely and effective service responses.

• Proficient in using the Workiva platform, Google Drive, Microsoft Word, Excel, PowerPoint, Salesforce, and Gainsight.

• Strong project management and organizational skills to adhere to established timelines.

• Excellent communication, influence, and presentation skills, comfortable in delivering consultative recommendations.

• Reliable internet access for remote work outside of a Workiva office.

• Must have authorization to work permanently in the U.S.

🏝️ Benefits

• Annual discretionary bonus typically awarded.

• Restricted Stock Units granted upon hire.

• 401(k) matching program.

• Comprehensive employee benefits package available.

• Minimal travel required for customer and internal meetings.

• Option for remote work from anywhere within the country of employment.

• Reasonable accommodations provided for applicants with disabilities.