• Serve as a customer contact for Workiva products and services, supporting clients via phone, email, and in-app communication • Execute onboarding project plans and coordinate the filing process for Capital Markets customers • Ensure the accuracy of documents through a review of work completed, and deliver high-quality service and support throughout the project lifecycle • Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers • Train customers on how to use the Workiva platform to achieve their goals and obtain feedback for relevant internal stakeholders, such as the sales, marketing, and product teams • 24/7 dedication to the Working Group (counsel, bankers, auditors, etc.) throughout the completion of the project, and partner with other Workiva teams on initiatives that address customer needs • Complete routine service requests, including importing documents supplied by Working Groups, applying correct formulas, formatting, and styles, and creating/linking source financial data in Workiva Spreadsheets