• 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 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