Associate Client Relationship Manager

• 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

This role helps customers effectively use Workiva's platform to achieve their goals, particularly in capital markets filings and financial reporting, by providing exceptional service and support throughout the project lifecycle.

• 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
• 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)

• Salary range in the US: $47,000.00 - $76,000.00
• A discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package
• Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment

Workiva provides a platform for financial reporting, compliance, and data management, helping organizations streamline their processes and improve accuracy in areas like capital markets filings.