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Workiva
Workiva
1,001 – 5,000 Employees
H1B Visa SponsorConsultingHealthcareLogistics
Workiva provides a cloud-based, AI-powered platform for connecting financial reporting, risk and compliance, and sustainability data in one collaborative workspace. Its tools help enterprise finance, legal, audit, and sustainability teams coordinate across systems, automate processes such as XBRL tagging, and preserve clear audit trails for regulated disclosures and assurance work. By bringing reporting data and workflows together, Workiva supports more consistent, traceable, and efficient decision-making.
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Client Relationship Manager, Workiva (U.S. Remote)

Guide Workiva Managed Services customers through onboarding, filings, and project delivery as their primary relationship contact. Help clients use Workiva’s AI-powered finance, risk, and sustainability platform effectively.

USUnited States
$57,000 – $95,000 / year
RemoteFull-timeJuniorMiddleEnglish RequiredAccount ManagerSales

Description

  • Provide high-quality service and support through each Managed Services project.
  • Act as the primary customer contact for Workiva products and services.
  • Support the Customer & Partner Experience Team with additional projects as needed.
  • Resolve moderate customer issues, escalate complex matters, and remain accountable for customer outcomes.
  • Manage an assigned book of business through regular checkpoints and build strong client relationships.
  • Gather client feedback and share insights with sales, marketing, and research and development teams.
  • Train customers on the Workiva platform, using shared best practices to support their technology goals.
  • Track customer communications, issues, and metrics in customer management tools.
  • Create and deliver onboarding project plans for Capital Markets customers.
  • Coordinate and review the filing process for Capital Markets customers.
  • Provide 24/7 support to the Working Group through project completion.
  • Understand project requirements and advise customers on Workiva platform capabilities.
  • Collaborate with Workiva teams on initiatives that address customer needs.
  • Analyze data and provide insights to support decision-making.
  • Manage multiple tasks and processes within a structured work environment.

Requirements

  • Bachelor’s degree or an equivalent combination of education and related experience.
  • At least two years of experience in customer service, account management, project management, or a comparable role emphasizing communication and influence.
  • Experience in the accounting or finance industry.
  • Familiarity with Capital Markets processes and filings.
  • Self-directed, action-oriented, results-focused, and committed to continuous improvement.
  • Ability to perform effectively in a high-energy, fast-paced, and rapidly changing environment.
  • Demonstrated ability to identify customer needs and provide timely, effective service responses.
  • Proficiency with the Workiva platform, Google Drive, Microsoft Word, Excel, PowerPoint, Salesforce, and Gainsight.
  • Project management and organizational skills sufficient to meet established timelines.
  • Strong communication, influence, and presentation skills, with confidence delivering consultative recommendations.
  • Reliable internet access during periods of remote work outside a Workiva office.
  • Authorization to work permanently in the United States.

Benefits

  • Discretionary bonus typically paid annually.
  • Restricted Stock Units granted upon hire.
  • 401(k) matching.
  • Comprehensive employee benefits package.
  • Limited travel for customer and internal meetings.
  • Remote work from any location within the country of employment.
  • Reasonable accommodations for applicants with disabilities.

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