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Workiva logo
Workiva

Workiva is the cloud development company behind Wdesk, a leading enterprise collaboration and work management platform used by thousands of organizations around

Client Relationship Manager

Location

United States

Posted

103 days ago

Salary

$57K - $91K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Client Relationship Manager

Workiva

• 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 Customer & Partner Experience Team on ancillary projects, as needed • Works to a weekly horizon. • Recognizes and acts on inconsistencies in data or results. • Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers • Manage a book of business, supporting them through regular checkpoints and developing meaningful relationships representing Workiva platform offerings to our clients • Obtain feedback from clients and provide it to necessary internal departments, including sales, marketing, and research & development • Train customers how to use the Workiva platform to achieve customer 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 24/7 dedication to Working Group (issuer counsel, underwriter counsel, bankers, auditors, consultants, and customer) throughout the completion of the project

Job 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, & presentation skills with a high level of comfort in delivering consultative recommendations

Benefits

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

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