Associate Client Relationship Manager, Workiva

• 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 (blended requirement)

Desirable

• The Associate Client Relationship Manager serves as a customer contact for Workiva Managed Services and is responsible for customer activities from onboarding to support and project delivery
• This role identifies how Workiva features meet customer needs in project engagements, while actively managing document requests and product inquiries
• The Associate Client Relationship Manager is responsible for providing accurate, timely delivery of customer requests and delivering an exceptional customer service experience
• 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 a review of work completed and deliver high-quality service and support throughout the project lifecycle
• Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
• Train customers on how to use the Workiva platform to achieve their goals and obtain feedback for relevant internal stakeholders, such as the sales, marketing, and product teams
• 24/7 dedication to the Working Group (counsel, bankers, auditors, etc.) throughout the completion of the project, and partner with other Workiva teams on initiatives that address customer needs
• Complete routine service requests, including importing documents supplied by Working Groups, applying correct formulas, formatting, and styles, and creating/linking source financial data in Workiva Spreadsheets
• Reliable internet access for any period of time working remotely, not in a Workiva office