Job details

Client Services Manager

Summary

The Client Services Manager has demonstrated experience in a services delivery role and is primarily responsible for the day to day management of services team members. This role focuses on assessing quality of work, resourcing needs for contracted services, continuously developing employees at various levels of experience, as well as daily operational activities. The Client Services Manager provides feedback from the field to identify areas of improvement and continued learning opportunities.

Responsibilities

Provides oversight on team's performance and assists in measuring quality of work
Guides and supports their team with their services delivery to customers and partners
Drives accountability within their team on administrative and operational activities
Directly and indirectly interfaces with customers and partners to manage relationships, mitigate risks, and resolve issues
Maintains and enhances knowledge of financial, risk, or operational reporting using the Workiva platform through a commitment to ongoing training
Successfully provides coaching and mentoring to their team, assists onboarding of new associates, and leads on-going training efforts
Ensures that documentation of Workiva platform best practices is maintained and leads to implementation standardization
Collaborates cross functionally to participate in organizational improvement initiatives

What You'll Need

Education

Undergraduate Degree or equivalent combination of education and experience in a related field.

Experience

5+ years of experience in service delivery role, finance, accounting, audit, or a related field with demonstrable leadership skills
Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and their related technology platforms.
Hands on technical experience with the Workiva platform, other SaaS and cloud technologies.
Familiarity with data architecture schemas preferred
Management experience or elevated individual contributor skills at a services company or public accounting firm preferred

Skills

Excellent verbal, written and interpersonal communication skills
Ability to present topics clearly and succinctly
Self-motivated with strong propensity for action, results and continuous improvement
Capable of developing, training, and mentoring others within the organization.
Ability to influence and drive change in business processes
A leader with intellectual curiosity to positively impact the organization through their ability to delegate, leverage and develop talent.
Enhanced technology knowledge of the Microsoft Office suite and Google Workspace applications. Familiarity with any of the following: SQL, JSON, REST, or Python is a plus
Demonstrated ability to curate and maintain customer-first relationships

Travel

Up to 25% travel

Working Conditions & Physical Requirements

Reliable internet access for any period of time working remotely, not in a Workiva office

How You’ll Be Rewarded:

Salary range in the US:

$86,000.00 - $146,000.00

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.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

Customer Success: Always delight our customers.
Trust: Rely on each other.
Integrity: Do the right thing, every time.
Collaboration: Share resources and work together.
Innovation: Keep creating solutions and finding better ways.
Inclusion: Support a diverse community where we all belong.
Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy:

Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
Involvement: Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), Volunteering, Company wide celebrations, and more
Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

Learn more about life at Workiva:

https://www.linkedin.com/company/workiva/

Learn more about benefits:

https://www.workiva.com/careers/benefits

Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. 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. We strongly encourage and welcome people from historically marginalized groups to apply.

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 supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

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By Workiva

Workiva (NYSE: WK) is a global SaaS and a leading provider of a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance and accounting, risk, and compliance.

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