Application Guide
How to Apply for CPX (Customer & Partner Experience) Coordinator
at Workiva
🏢 About Workiva
Workiva specializes in integrated ESG (Environmental, Social, and Governance) reporting, helping organizations achieve transparent climate impact disclosure and compliance. The company stands out by focusing on sustainability reporting technology, making it ideal for candidates passionate about environmental impact and corporate transparency. Working at Workiva means contributing to tools that help businesses measure and communicate their sustainability efforts effectively.
About This Role
As a CPX Coordinator, you'll manage customer and partner interactions using tools like JIRA, Zendesk, Gainsight, and Salesforce.com, while triaging feedback and collaborating with teams to resolve issues. This role is impactful because you'll directly shape the customer experience for ESG reporting solutions, ensuring clients can successfully navigate compliance and transparency challenges. You'll also support strategic initiatives, such as building content or facilitating meetings, to enhance overall partner engagement.
💡 A Day in the Life
A typical day might start by checking Zendesk or JIRA for customer feedback, triaging issues, and updating accounts in Salesforce.com. You could spend time moderating digital communications, collaborating with teams to address partner concerns, and assisting on CPX projects like building content or preparing for meetings. The day often involves balancing multiple tasks, from managing user accounts to supporting strategic initiatives, all while ensuring timely responses to customer needs.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- A detail-oriented team player with no prior professional experience required, but a bachelor's degree or equivalent work experience in a related field.
- Highly organized with proven ability to prioritize and multitask across multiple projects, such as managing customer accounts while assisting on CPX initiatives.
- Technically proficient in Microsoft Word, Excel, and PowerPoint, with a willingness to learn specialized tools like JIRA, Zendesk, Gainsight, and Salesforce.com.
- Strong communicator who can moderate digital customer communications and collaborate effectively with cross-functional teams to address feedback.
📝 Tips for Applying to Workiva
Highlight any academic or volunteer experience with customer service, project coordination, or using tools like JIRA or Salesforce, even if not professional.
Tailor your resume to emphasize multitasking examples, such as managing multiple deadlines in coursework or extracurricular activities, to match the role's prioritization needs.
Research Workiva's ESG reporting platform and mention how your interest in sustainability aligns with their mission in your cover letter or application.
Demonstrate technical aptitude by listing specific Microsoft Office skills (e.g., Excel formulas, PowerPoint presentations) and any familiarity with ticketing systems like Zendesk.
Showcase teamwork through examples of collaborative projects, as the role involves moderating communications and working with various teams.
✉️ What to Emphasize in Your Cover Letter
["Express enthusiasm for Workiva's focus on ESG reporting and how it aligns with your values or interest in sustainability and transparency.", 'Detail your organizational skills and ability to multitask, providing concrete examples from academic, volunteer, or personal projects.', 'Highlight any experience with customer-facing roles or tools like JIRA, Zendesk, or Salesforce, even if basic, to show technical readiness.', "Emphasize your teamwork orientation and how you've successfully collaborated in group settings to achieve common goals."]
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Explore Workiva's ESG reporting platform and case studies to understand how their tools help clients with climate impact and compliance.
- → Review the company's recent news or blog posts about customer and partner experience initiatives to grasp their CPX strategy.
- → Learn about key tools mentioned in the job description, such as JIRA, Zendesk, Gainsight, and Salesforce.com, including their basic functions in customer management.
- → Investigate Workiva's company culture and values, focusing on teamwork and sustainability, to align your application with their ethos.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Submitting a generic application without mentioning Workiva's ESG focus or how your skills relate to customer experience in a tech-driven environment.
- Overlooking the requirement for multitasking and organization—failing to provide specific examples of managing multiple projects in your resume or interview.
- Neglecting to highlight teamwork or technical aptitude, as the role relies heavily on collaboration and tools like Microsoft Office and customer management software.
📅 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!