Client Relationship Manager, Workiva

• Undergraduate Degree or equivalent combination of education and experience in a related field
• 2+ years (s) of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others
• Reliable internet access for any period of time working remotely and not in a Workiva office

Desirable

• The Client Relationship Manager is the primary customer contact for Workiva Managed Services and is responsible for customer activities from the initial stages of onboarding to project delivery
• The Client Relationship Manager will have an understanding of each customer's project requirements and act as a consultant to determine how the various features can meet their needs
• The Client Relationship Manager will partner with other Workiva teams on initiatives that address customer needs
• Produce quality work with support to analyze and provide data to inform decision-making
• Leads self in a well-structured environment: Delivers multiple tasks or processes
• Deliver high-quality service and support throughout the completion of the Managed Services project
• Serve as primary customer contact for Workiva products and services
• Assist Customer & Partner Experience Team on ancillary projects, as needed
• Works to a weekly horizon. Recognizes and acts on inconsistencies in data or results
• Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
• Manage a book of business, supporting them through regular checkpoints and developing meaningful relationships representing Workiva platform offerings to our clients
• Obtain feedback from clients and provide it to necessary internal departments, including sales, marketing, and research & development
• Train customers how to use the Workiva platform to achieve customer technology goals and objectives through shared best practices
• Use customer management tools to track customer communication, issues, and metrics
• Design and execute onboarding project plans for Capital Markets customers
• Coordinate and review the filing process for Capital Markets customers
• 24/7 dedication to Working Group (issuer counsel, underwriter counsel, bankers, auditors, consultants, and customer) throughout the completion of the projec