[Remote] Associate Client Relationship Manager

Note: The job is a remote job and is open to candidates in USA. Workiva is a company that provides managed services, and they are seeking an Associate Client Relationship Manager to serve as a customer contact. This role involves managing customer activities from onboarding to support and project delivery, ensuring high-quality service and customer satisfaction throughout the project lifecycle.

Responsibilities

• 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

Skills

• 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

Benefits

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

Company Overview

Company H1B Sponsorship