Remote Client Success & Onboarding Lead

Workiva Inc.; Northern (KY); Hybrid; USD 57,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Restricted Stock Units (RSUs)

401(k) match

Comprehensive benefits package

Job summary

Workiva Inc. seeks a Client Relationship Manager to be the primary liaison for Workiva Managed Services, guiding customers from onboarding through project delivery.

The role requires 2+ years in customer-focused roles, strong communication, and the ability to manage multiple tasks in a fast-paced environment. Remote work within the U.S. is supported, with minimal travel and a comprehensive benefits package.

Qualifications

• Undergraduate degree or equivalent combination of education and experience.
• 2+ years in Customer Service, Account Management, or Project Management.
• Strong communication and influencing skills.

Responsibilities

• Serve as the primary customer contact for Workiva Managed Services.
• Design and execute onboarding project plans for Capital Markets customers.
• Coordinate filing processes for Capital Markets customers and manage a book of business.
• Train customers on the Workiva platform to meet objectives and goals.

Skills

Customer service

Account management

Project management

Communication

Cross-functional collaboration

Data-driven decisions

Education

Undergraduate degree or equivalent

Tools

Workiva platform

Google Drive

Microsoft Word

Excel

PowerPoint

Salesforce

Gainsight

Job description

Workiva Inc. seeks a Client Relationship Manager to be the primary liaison for Workiva Managed Services, guiding customers from onboarding through project delivery.

The role requires 2+ years in customer-focused roles, strong communication, and the ability to manage multiple tasks in a fast-paced environment. Remote work within the U.S. is supported, with minimal travel and a comprehensive benefits package.