Client Relationship Manager
Core
Primary customer contact for Workiva Managed Services, acting as a consultant to determine how platform features meet client needs from onboarding to project delivery.
Role type
Client Relationship Manager (Account Management)
Builds
Managed Services projects for Capital Markets customers
Domain
Financial Technology / Capital Markets
Deliverable
client delivery
Required skills
Customer service, Account management, Project management, Data analysis, Customer training, Issue resolution, Relationship management, Feedback collection, Onboarding planning, Filing coordination
Preferred skills
Accounting/finance industry experience, Capital Markets processes knowledge, Self-motivation, Platform competency (Workiva, Salesforce, Gainsight, Excel, PowerPoint), Project management
Responsibilities
Deliver high-quality service and support throughout Managed Services projects, Resolve moderate customer issues and escalate complex ones, Manage a book of business and develop client relationships, Train customers on Workiva platform usage, Design and execute onboarding project plans for Capital Markets customers, Coordinate and review the filing process for Capital Markets customers, Obtain and relay client feedback to internal departments
Seniority
Mid-level, hands-on IC
