Client Relationship Manager

. Deliver high-quality service and support throughout the completion of the Managed Services project .

Posted 9/25/2026full-timeRemote • United StatesJuniorMid-Level💰 $57,000 - $95,000 per yearWebsite

Key responsibilities & impact

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 the Customer & Partner Experience Team on ancillary projects as needed
Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
Manage a book of business through regular checkpoints and develop meaningful client relationships
Obtain client feedback and provide it to sales, marketing, and research and development departments
Train customers to use the Workiva platform to achieve 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
Provide 24/7 dedication to the Working Group throughout project completion
Understand customer project requirements and act as a consultant on Workiva platform features
Partner with other Workiva teams on initiatives addressing customer needs
Analyze and provide data to inform decision-making
Deliver multiple tasks or processes in a well-structured environment

What you’ll need

Undergraduate Degree or equivalent combination of education and experience in a related field
2+ years of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others
Experience in the accounting/finance industry
Familiarity with Capital Markets processes and filings
Self-motivated with a strong propensity for action, results, and continuous improvement
Ability to work successfully in a high-energy, fast-paced, rapidly changing environment
Proven ability to identify customers’ needs and expectations with a timely and effective customer service response
Competency in using the Workiva platform, Google Drive, Microsoft Word, Excel, PowerPoint, Salesforce, and Gainsight
Project management and organizational skills to meet established timelines
Communication, influence, and presentation skills with a high level of comfort in delivering consultative recommendations
Reliable internet access for any period of time working remotely and not in a Workiva office
Must be authorized to work in the U.S. on a permanent basis

Comp & perks