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 review and deliver high-quality service throughout the project lifecycle.
• Resolve moderate customer issues and escalate complex issues while remaining accountable to customers.

This role ensures that clients in the capital markets can efficiently and accurately file their financial documents, contributing to transparency and trust in financial reporting.

• 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 (preferred).
• Competency in using the Workiva platform, Google Drive, and Microsoft Office (preferred).

Salary range in the US: $47,000.00 - $76,000.00

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

Workiva is a platform that unifies finance, risk, and sustainability on a single, secure foundation, helping complex organizations ensure data is trusted, traceable, and ready to act on.