Application Guide

How to Apply for Associate Client Relationship Manager

at Workiva

🏢 About Workiva

Workiva specializes in integrated ESG reporting, helping organizations achieve transparent climate impact reporting and compliance. The company stands out by focusing specifically on streamlining complex financial and sustainability reporting through their platform. This makes it an ideal workplace for those passionate about combining finance, technology, and environmental impact.

About This Role

As an Associate Client Relationship Manager at Workiva, you'll serve as the primary contact for Capital Markets customers, managing their onboarding, filing processes, and ongoing support. This role is impactful because you'll ensure the accuracy of critical financial documents while helping clients navigate ESG compliance requirements through Workiva's platform.

💡 A Day in the Life

A typical day involves coordinating with Capital Markets clients on their filing timelines, reviewing financial documents for accuracy within the Workiva platform, and providing support via phone, email, or in-app communication. You might execute onboarding project plans for new clients while troubleshooting moderate platform issues and escalating complex cases to specialized teams.

🚀 Application Tools

Generate Cover Letter

AI-powered, tailored for Workiva

Interview Prep

Practice questions for this role

🎯 Who Workiva Is Looking For

  • Has 1+ years in customer service, account management, or project management with specific experience in accounting/finance or Capital Markets processes
  • Is already proficient with the Workiva platform or can demonstrate quick adaptability to similar SaaS tools
  • Understands financial filings (like SEC reports) and can coordinate multi-step document review processes
  • Can balance technical platform support with relationship management for Capital Markets clients

📝 Tips for Applying to Workiva

1

Explicitly mention any experience with ESG reporting, climate disclosures, or sustainability compliance in your resume

2

Highlight specific examples where you've coordinated financial filing processes or managed Capital Markets clients

3

Demonstrate your Workiva platform knowledge - if you don't have direct experience, show proficiency with similar SaaS tools for financial reporting

4

Quantify your customer service impact (e.g., 'managed 15+ client accounts with 95% satisfaction rating')

5

Tailor your application to show understanding of Workiva's specific focus on integrated ESG reporting rather than generic financial software

✉️ What to Emphasize in Your Cover Letter

['Your experience with Capital Markets processes and financial filings (specifically mention SEC filings if applicable)', 'Examples of managing client onboarding projects in financial services or accounting contexts', "How your skills align with Workiva's mission of transparent ESG reporting and climate impact", "Specific instances where you've resolved moderate customer issues while maintaining accountability"]

Generate Cover Letter →

🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting solutions and their recent climate impact initiatives
  • → The Capital Markets filing process (particularly SEC filings) that Workiva's platform supports
  • → Recent Workiva customer case studies in financial services or sustainability reporting
  • → How integrated reporting differs from traditional financial reporting

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through your experience with Capital Markets filing processes and document review
2 How would you handle a client struggling with ESG compliance reporting on our platform?
3 Describe a time you had to escalate a complex customer issue while maintaining the relationship
4 What experience do you have with integrated reporting platforms like Workiva?
5 How do you ensure accuracy when reviewing financial documents under tight deadlines?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Applying with generic customer service experience without highlighting finance/accounting or Capital Markets knowledge
  • Failing to demonstrate understanding of Workiva's specific ESG reporting focus versus general financial software
  • Not showing familiarity with document review processes for financial compliance filings

📅 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

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!

← Back to Job Listing Apply Now →