[Remote] Associate Client Relationship Manager

Note: The job is a remote job and is open to candidates in USA. Workiva is a company that provides managed services, and they are seeking an Associate Client Relationship Manager to serve as a customer contact. This role involves managing customer activities from onboarding to support and project delivery, ensuring high-quality service and customer satisfaction throughout the project lifecycle. Responsibilities 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 Skills 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) Experience in the accounting/finance industry and familiarity with Capital Markets processes and filings Competency in using the Workiva platform, Google Drive (G Suite), and Microsoft Office (Word, Excel, PowerPoint) Proven professionalism in verbal and written communication, with the ability to influence others and deliver consultative recommendations Self-motivated with a strong propensity for action and results, capable of working in a high-energy, rapidly changing environment Strong organizational skills to meet established timelines, manage multiple processes simultaneously, and work under pressure with keen attention to detail Benefits A discretionary bonus typically paid annually Restricted Stock Units granted at time of hire 401(k) match and comprehensive employee benefits package Company Overview Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time. It was founded in 2008, and is headquartered in Ames, Iowa, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Workiva has a track record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 1 in 2023, 3 in 2022, 1 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.