Client Relationship Manager

We need to output HTML fragment with sections: About the role? The posting includes Summary, What You’ll Do, What You'll Need (Minimum Qualifications, Preferred Qualifications), Travel Requirements And Working Conditions, How You’ll Be Rewarded (Salary, bonus, RSU, 401k, benefits), Why Join Workiva (company description). Also maybe "Responsibilities" corresponds to What You’ll Do. "Requirements" could be Minimum Qualifications. "Qualifications" maybe Preferred Qualifications. "Skills" maybe not separate. "Benefits" maybe part of How You’ll Be Rewarded. "Pay" is salary range. "Schedule" maybe not present (no schedule details). Travel Requirements And Working Conditions could be a section maybe "Travel Requirements" or "Working Conditions". We need to use headings exactly: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Avoid filler. We need to decide which sections to include. - About the role: Could be the Summary paragraph. That's a good fit. - Responsibilities: What You’ll Do bullet list. - Requirements: Minimum Qualifications. - Qualifications: Preferred Qualifications. - Skills: maybe not needed; we could combine skills elsewhere. But we could create Skills section if there is specific skill list: "Competency in using the Workiva platform, Google Drive, Microsoft Word, Excel, PowerPoint, Salesforce, and Gainsight" etc. That could be Skills. However we already have Requirements and Qualifications; maybe we can put skill list under Skills. But we need to avoid duplication. The posting includes skill list under Preferred Qualifications. Could split: Minimum Qualifications (education/experience) as Requirements; Preferred Qualifications as Qualifications; Skills as technical competencies. Let's see. - Benefits: How You’ll Be Rewarded includes bonus, RSU, 401k match, comprehensive employee benefits package. That's benefits. - Pay: Salary range. - Schedule: Not present; we should not include Schedule section. - Travel Requirements And Working Conditions: Could be a separate section maybe "Travel Requirements" but not in allowed headings. Allowed headings list does not include Travel. So we might need to incorporate that info into another section, maybe under Responsibilities or About the role? But we must preserve all substantive information. We could add a paragraph under About the role or Responsibilities? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples but we should use those headings. It doesn't forbid other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we need to map all content into those sections. Travel requirements and working conditions could go under About the role or Responsibilities? Probably under About the role as part of role description. Or we could add a short paragraph under About the role that includes travel and working conditions. We must not repeat job title as heading. No Job ID. We must remove boilerplate: EEO, legal, etc. Also remove application instructions (How You’ll Be Rewarded? that's not application instructions; it's compensation). The "How You’ll Be Rewarded" is fine. The "Why Join Workiva" is company description; could be part of About the role? Might be separate but we don't have a heading for company overview. Could put under About the role as extra paragraph. We need to preserve all substantive information: summary, responsibilities list, minimum qualifications, preferred qualifications, skills list, travel/working conditions, compensation details, company description. Let's craft sections:

About the role

Summary paragraph + travel/working conditions + company description maybe.

But we need to avoid too much mixing; still okay. Better: About the role includes summary and travel/working conditions. Responsibilities includes What You’ll Do list. Requirements includes Minimum Qualifications. Qualifications includes Preferred Qualifications. Skills includes technical competencies list. Benefits includes bonus, RSU, 401k, benefits package. Pay includes salary range. Schedule omitted. We must not create empty sections. Let's extract content. 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 processes" Travel Requirements And Working Conditions: "Minimal travel for customer and internal meetingsReliable internet access for any period of time working remotely and not in a Workiva office Workiva will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis." We need to keep that. Company description (Why Join Workiva): paragraphs about platform, AI-powered, etc. Also EEO statement etc which we should remove. Keep the descriptive part about platform and mission, but remove EEO and accommodation statements. Also remove "Workiva employees are required to undergo comprehensive security and privacy training..." maybe that's boilerplate? It's somewhat specific but could be considered boilerplate? It's about training; maybe keep? It's not about job specifics. Safer to remove generic training statement. Also remove "Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment." That's somewhat generic but could be considered part of working conditions; but we already have travel/working conditions. Might keep as part of About the role? It's about remote work; could be considered working conditions. But we already have travel/working conditions. Might include it. We need to be careful not to include EEO etc. Let's extract the Why Join Workiva substantive part: "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." We'll keep that. Now Responsibilities (What You’ll Do) list: - 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 We need to put these in

• . 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 Travel Requirements And Working Conditions: - Minimal travel for customer and internal meetings - Reliable internet access for any period of time working remotely and not in a Workiva office - Workiva will not provide visa sponsorship for this position. - Candidates must be authorized to work in the U.S. on a permanent basis. Compensation (How You’ll Be Rewarded): - 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. We could keep the explanatory sentence as part of Pay section. Benefits: Could be the bonus, RSU, 401k, benefits package. But we already have Pay includes salary range; Benefits could be bonus, RSU, 401k, benefits. However the instruction says prefer few substantive sections over many thin ones. We could combine Pay and Benefits into one section? But headings are separate; we need to decide. We have Pay heading for salary range. Benefits heading for bonus, RSU, 401k, benefits. That seems appropriate. Schedule: not present, omit. Now About the role: include summary, travel/working conditions, company description maybe. But we already used travel/working conditions in About the role; we could also include company description there. Let's craft About the role:

  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 processes.

  Travel requirements: Minimal travel for customer and internal meetings. Reliable internet access required for any period of time working remotely and not in a Workiva office. Workiva will not provide visa sponsorship; candidates must be authorized to work in the U.S. on a permanent basis.

  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