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Summary:
The Client Relationship Manager at Workiva is responsible for managing customer relationships throughout the onboarding process to project delivery. This role requires strong communication and project management skills to deliver high-quality service, resolve issues, and maintain customer satisfaction. The position is remote, and candidates should have experience in customer service, account management, or project management.
Responsibilities:
- 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.
- Work to a weekly horizon, recognizing and acting 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 clients through regular checkpoints and developing meaningful relationships.
- Obtain feedback from clients and provide it to internal departments, including sales, marketing, and research & development.
- Train customers on using 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.
- Dedicate 24/7 support to the Working Group throughout the completion of the project.
Requirements:
- Undergraduate degree or equivalent combination of education and experience in a related field.
- 2+ years of experience in customer service, account management, project management, or similar roles with a focus on communication and influencing others.
Benefits:
- 401(k) matching
- RSU (Restricted Stock Units)
- Salary range: $57,000.00 – $91,000.00 annually
- A discretionary bonus typically paid annually
- Comprehensive employee benefits package
