Application Guide

How to Apply for Associate Client Relationship Manager - Availability required: Monday - Friday 4PM -1AM Central Time

at Workiva

๐Ÿข About Workiva

Workiva is a leader in integrated ESG reporting, helping organizations streamline climate impact and compliance. Their remote-first culture and focus on sustainability make them an attractive employer for those passionate about making a tangible difference in corporate transparency.

About This Role

As an Associate Client Relationship Manager, you'll be the primary contact for clients using Workiva's Managed Services, guiding them from onboarding through project delivery. This role is impactful because you directly enable clients to navigate ESG reporting complexities, ensuring accurate and timely compliance while fostering long-term relationships.

๐Ÿ’ก A Day in the Life

Start your shift at 4PM CT by reviewing client tickets and prioritizing urgent requests. You'll hop on a video call to train a new client on the Workiva platform, then spend time resolving a complex data integration issue via email and chat. Before wrapping up at 1AM CT, you'll update project timelines and prepare a feedback summary for the product team.

๐ŸŽฏ Who Workiva Is Looking For

  • A detail-oriented professional with 1+ years in customer service, account management, or project management, preferably in a SaaS or ESG-related field.
  • Excellent communicator who can explain technical features to non-technical clients and influence stakeholders through clear, professional dialogue.
  • Highly organized, able to juggle multiple client requests, deadlines, and projects simultaneously without sacrificing quality.
  • Comfortable working evening hours (4PM-1AM CT) and proactively solving problems under pressure.

๐Ÿ“ Tips for Applying to Workiva

1

Tailor your resume to highlight specific metrics from customer service or project management roles, e.g., 'Managed 20+ client accounts with 95% satisfaction rate.'

2

In your cover letter, explicitly mention your availability for the required shift (Mon-Fri 4PM-1AM CT) to show you've read the job details carefully.

3

Demonstrate familiarity with ESG reporting frameworks (e.g., GRI, SASB) or express eagerness to learn; this sets you apart from generic applicants.

4

Use the application to showcase your ability to train othersโ€”include examples of onboarding clients or teaching software features.

5

Emphasize your organizational systems: mention tools like CRM software, project management platforms, or specific time management techniques you use.

โœ‰๏ธ What to Emphasize in Your Cover Letter

["Your passion for sustainability and how it aligns with Workiva's mission to simplify ESG reporting.", 'Specific examples of handling customer inquiries, resolving issues, and delivering projects on time.', 'Your ability to adapt to a remote work environment and manage evening hours effectively.', 'How your communication skills have helped train clients or influence internal teams to improve processes.']

Generate Cover Letter โ†’

๐Ÿ” Research Before Applying

To stand out, make sure you've researched:

  • โ†’ Understand Workiva's core products (e.g., Wdesk, ESG solutions) and how they integrate with other systems.
  • โ†’ Familiarize yourself with key ESG reporting standards like GRI, SASB, TCFD, and the EU's CSRD.
  • โ†’ Read recent news about Workiva's partnerships or acquisitions in the ESG space.
  • โ†’ Review Workiva's company culture and remote work policies on their careers page or Glassdoor.

๐Ÿ’ฌ Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would handle a client who is struggling to use the Workiva platform for ESG data collection.
2 Describe a time you managed multiple client requests with tight deadlines. How did you prioritize?
3 How do you stay updated on ESG reporting regulations and trends?
4 This role requires evening hours. How do you plan to maintain work-life balance and productivity?
5 Tell me about a time you turned a dissatisfied client into a satisfied one.
Practice Interview Questions โ†’

โš ๏ธ Common Mistakes to Avoid

  • Not addressing the evening shift requirementโ€”failing to mention your availability can lead to immediate rejection.
  • Using generic language like 'I love helping people' without concrete examples of customer service achievements.
  • Overlooking the project management aspect; this role is not just support but also delivery, so highlight project coordination skills.

๐Ÿ“… Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

โœ“

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!