• 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

• Serve as the primary point of contact for SLED clients while collaborating with various internal stakeholders (Customer Success, Managed Services, etc.) to ensure the existing customer base is receiving the value they expect from their previous purchase • Manage the contract renewal cycle from scheduling initial meetings through negotiation, contract changes, and signature while ensuring customers renew at an escalated ARR rate. • Achieve a quota of new sales growth within customer base. • Be a customer advocate, driving relationships with key customers and creating new champions. • Identify whitespace in accounts and create value-based presentations to promote upgrades and cross-sells. • Consult with our existing customers to recommend additional solutions from the CrowdStrike portfolio to increase ingestion. • Devise and execute account strategies and plans to maximize account growth. • Provide high touch customer service, including escalation and coordination of support issues as needed. • Deliver feedback to the Product Management team on new feature requests and product enhancements from your customer base.

• Identify, negotiate, close, and manage strategic partnerships with HRIS, payroll, time-tracking, expense, fintech, accounting, compliance and other technology providers • Proactively keep abreast of new trends in ecosystem, always on the hunt for strategic product partners • Collaborate deeply with Product, Engineering, Partnerships, Marketing and Sales to drive partner integrations that enhance Deel’s platform value • Quickly put together clear and compelling partnership pitches, diagrams, and Figma mockups to communicate the vision behind integration opportunities • Serve as a technical liaison, translating between business needs and API/SDK documentation, ensuring alignment and smooth collaboration • Drive measurable outcomes: partner-driven revenue, adoption of integrations, and customer satisfaction • Develop and maintain crisp, accurate technical and partnership documentation for internal and external audiences • Communicate your successes across the organisation and own enablement of your product partnerships throughout the company

Account Advisor About the Role: We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility. Core Responsibilities - Engage with new and prospective clients through outreach and follow-ups - Understand each client’s financial goals and decision-making process - Recommend solutions that align with their needs - Guide clients through onboarding and product implementation - Maintain accurate records in CRM tools - Support clients with regular check-ins and ongoing service Qualifications - High school diploma or college degree preferred - Strong communication and relationship-building skills - Comfortable working independently - Experience in client service or sales is a plus but not required What We Offer - Competitive base salary plus performance-based bonuses and incentives. - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - Flexible work-from-home schedule - Advancement opportunities with a growing company - A collaborative, mission-driven team environment