Application Guide
How to Apply for Associate Client Relationship Manager
at Workiva
🏢 About Workiva
Workiva is a leading provider of cloud-based integrated reporting platforms, uniquely positioned at the intersection of financial reporting and ESG sustainability. Their mission to streamline ESG reporting for transparent climate impact makes them a purpose-driven company where your work directly contributes to global sustainability goals. With a remote-first culture and a focus on innovation, Workiva offers a dynamic environment for professionals seeking meaningful impact.
About This Role
As an Associate Client Relationship Manager, you will be the frontline support for Workiva's Capital Markets customers, guiding them through onboarding and ensuring smooth document filing processes. This role is pivotal in delivering high-quality service and maintaining customer satisfaction, directly influencing client retention and the company's reputation. You'll be the trusted advisor who helps clients navigate complex regulatory requirements, making their compliance journey seamless.
💡 A Day in the Life
A typical day starts by checking emails and prioritizing client requests, then diving into onboarding calls or document reviews. You might spend the morning guiding a new customer through the filing process, ensuring their documents are accurate and compliant. Afternoons could involve resolving moderate issues, collaborating with internal teams on escalations, and updating project plans. It's a balanced mix of customer interaction and meticulous work, all from the comfort of your home office.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- A customer-centric professional with 1+ years in customer service, account management, or project management, who thrives on solving problems and building relationships.
- Someone with a foundational understanding of accounting/finance, particularly familiar with Capital Markets filings (like SEC filings), who can quickly grasp the technical aspects of the Workiva platform.
- A detail-oriented individual who can meticulously review documents for accuracy and manage multiple projects simultaneously without losing sight of deadlines.
- A proactive communicator who can effectively use Google Drive and Microsoft Office, and is eager to learn new software, with a preference for those already comfortable with the Workiva platform.
📝 Tips for Applying to Workiva
Tailor your resume to highlight any experience with financial filings, regulatory compliance, or project management, using keywords from the job description like 'onboarding', 'project lifecycle', and 'customer issues'.
In your cover letter, specifically mention your familiarity with Capital Markets processes or your eagerness to learn them, and provide a concrete example of how you've resolved a customer issue or managed a project successfully.
Since Workiva is a tech company, emphasize your adaptability to new software and include any experience with cloud-based platforms, even if not Workiva itself. Mention your proficiency with Google Drive and Microsoft Office.
Research Workiva's ESG reporting focus and incorporate that into your application to show alignment with their mission. Mention how your background could contribute to their clients' transparency goals.
If you have a portfolio or case study of a project you managed, include a link in your application to demonstrate your organizational skills and attention to detail.
✉️ What to Emphasize in Your Cover Letter
["Highlight your customer service experience and how you've successfully managed client relationships, especially in a remote or tech-enabled environment.", "Emphasize your understanding of accounting/finance and any exposure to Capital Markets, even if it's from coursework or internships, to show you're not starting from scratch.", 'Demonstrate your project management skills by providing an example of a complex project you coordinated from start to finish, focusing on your ability to meet deadlines and ensure accuracy.', "Express your enthusiasm for Workiva's mission in ESG reporting and how you're excited to contribute to their clients' compliance and transparency efforts."]
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Familiarize yourself with Workiva's core products, especially their ESG reporting solutions, by visiting their website and reading case studies.
- → Understand the basics of Capital Markets filings, such as SEC EDGAR submissions, to speak intelligently about the client's needs.
- → Look up recent news about Workiva, such as partnerships or product launches, to show you're up-to-date and engaged.
- → Check out employee reviews on Glassdoor to get a sense of the company culture and what it's like to work remotely.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Don't submit a generic cover letter that doesn't mention ESG or Capital Markets; it's clear you didn't research the company.
- Avoid downplaying your technical skills if you lack direct experience with financial software; instead, emphasize your ability to learn quickly and your proficiency with common tools.
- Don't overlook the importance of soft skills like communication and empathy in your application; this role is customer-facing, so showcase your interpersonal abilities.
📅 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:
Application Review
1-2 weeks
Initial Screening
Phone call or written assessment
Interviews
1-2 rounds, usually virtual
Offer
Congratulations!