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Client Relationship Manager
Summary The Client Relationship Manager is the primary customer contact for Workiva Managed Services and is responsible for customer activities from the initial stages of onboarding to project delivery.
The Client Relationship
Manager will have an understanding of each customer's project requirements and act as a consultant to determine how the various features can meet their needs.The Client Relationship
Manager will partner with other Workiva teams on initiatives that address customer needs. Produce quality work with support to analyze and provide data to inform decision-making. Leads self in a well-structured environment: Delivers multiple tasks or processesWhat You’ll Do
- 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
- Works to a weekly horizon. Recognizes and acts 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 them through regular checkpoints and developing meaningful relationships representing Workiva platform offerings to our clients
- Obtain feedback from clients and provide it to necessary internal departments, including sales, marketing, and research & development
- Train customers on how to use 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
- 24/7 dedication to Working Group (issuer counsel, underwriter counsel, bankers, auditors, consultants, and customer) throughout the completion of the project
What You'll Need
Minimum Qualifications
- Undergraduate Degree or equivalent combination of education and experience in a related field.
- 2+ years (s) of Customer Service, Account Management, Project Management, or equivalent experience in roles with a strong focus on communication and influencing others.
Preferred Qualifications
- 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, & presentation skills with a high level of comfort in delivering consultative recommendations
- Minimal travel for customer and internal meetings
- Reliable internet access for any period of time working remotely and not in a Workiva office
✅ Salary range in the US: $57,000.00 - $95,000.00✅ A discretionary bonus typically paid annually
✅ Restricted Stock Units granted at time of hire
✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
