Workiva

Account Executive

• Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
• Utilize information gathered during the needs analysis phase to partner with Solutions Consulting Team to deliver a compelling demonstration of the Workiva platform
• Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges
• Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition
• Regularly and promptly update customer relationship management tools to report customer contacts
• Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales
• Develop and execute a sales strategy with purposeful action to secure the sale
• Rally internal support to pursue an account and optimize internal resources
• Prioritize selling activities and ensure timely follow-through
• Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset

Account Executive – Corporate Banking

Data Scientist

• Lead the end-to-end design of sophisticated analytical frameworks
• Act as a "data scout," identifying latent patterns and business risks before they reach the executive radar
• Lead the design and evolution of our next-generation self-service data products
• Craft and deliver compelling narratives to the Executive Leadership Team (ELT)
• Serve as a trusted advisor to senior leaders
• Bridge the gap between disparate business units to create a "single source of truth"
• Set the gold standard for data integrity, security, and documentation
• Pioneer the adoption of new BI tools, ML integrations, and analytical methodologies

Strategy & Analytics Lead – Enterprise Insights

Compliance

• Execute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings
• Ensure customer success by working with Workiva Client Services team for smooth on-boarding and long term success
• Demonstrate knowledge across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impact
• Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition
• Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present customer specific business cases

Solution Consultant – Governance, Risk, and Compliance

Financial Planning and Analysis

• Help define how AI transforms financial and regulatory reporting for the modern CFO
• Own GTM strategy for Workiva’s largest product portfolio with direct influence on revenue and market share
• Partner closely with senior leaders across Product, Sales, and Marketing to shape company-wide strategy
• Build and inspire a world-class global product marketing team
• Own the end-to-end GTM strategy, from market insight to launch to revenue impact
• Enable Sales with best-in-class tools, narratives, and insights that accelerate pipeline and win rates
• Bring deep customer, buyer, and competitive insights into the business to inform strategy and product direction
• Anticipate market shifts, driven by AI and regulatory change, and position Workiva to lead

Senior Director of Product Marketing, Finance Solutions

Manager

• Lead a team of Solution Consultants to support the Workiva sales groups to meet their solution needs
• Provide employees with coaching, feedback, and developmental opportunities to enhance their skills, motivation, and performance
• Maintain an atmosphere of respect, mutual support, flexibility, continuous learning, and fun
• Match staff skills and talent to tasks to ensure optimal engagement and performance
• Ensure effective alignment of resources and skill sets within the assigned sales territory
• Establish and maintain relationships and effectively communicate with customers, business unit leaders and senior management to raise visibility and ensure collaboration
• Develop working knowledge of industries and use cases where the Workiva Platform can have an impact
• Provide support for all sales activities including needs analysis, discovery, product demonstrations and alignment to customer goals as a player/coach
• Participate in strategic projects that further the SE organization and ensure successful delivery of proof of concepts and guided trials

Solution Consulting Manager

Accounting Manager

• Lead strategic initiatives while ensuring compliance and continuous improvement of the revenue accounting policy under ASC 606 & ASC 340
• Drive implementation and participation in cross-functional projects and system enhancements
• Reviews and concludes on complex transactions for appropriate accounting treatment
• Cross-functional collaboration with sales operations, product, marketing, legal, corporate accounting, and other business/operational groups to understand and resolve complex and ambiguous issues identified in reviews of business model and revenue arrangements
• Partner with IT and Finance Transformation teams and leverage AI-driven tools to deploy automations for high-volume, repeatable tasks such as contract data extraction, billing reconciliation, and data validation between the CRM and ERP
• Reviews the Month/Quarter/Year-end accounting close for critical accounting matters, assists with the disclosure analysis, and communicates results to management
• Identify and lead initiatives to automate routine revenue accounting tasks, reducing manual intervention and shortening the month-end close cycle for revenue recognition
• Evaluate existing manual revenue workflows and redesign them into automated models to support the increasing complexity of new SaaS business models
• Collaborate with Internal Audit and External Auditors around key control documentation and evidence compliance requirements
• Contributes to team effort by accomplishing other tasks as needed and other projects as assigned
• Demonstrates and applies strong accounting knowledge, acumen, and advanced technical expertise
• Build and maintain a positive environment to train and develop team members to foster an understanding of broad Revenue Accounting principles, policies, procedures, and systems, with a high level of customer service focus.

Senior Revenue Accounting Manager

Product Marketing

• Define and communicate Workiva’s differentiated value proposition across our platform, products, and solutions
• Lead the storytelling around how Workiva AI is transforming how finance, sustainability, and GRC leaders operate
• Craft compelling positioning and messaging that resonates with enterprise buyers and clearly differentiates Workiva in competitive markets
• Lead, inspire, and develop a global team of 20–25 product marketing professionals
• Build a culture of strategic thinking, collaboration, and high performance
• Arm the global sales organization with the insights, messaging, and tools needed to build pipeline and close deals
• Collaborate with demand generation, brand, content, and field marketing to ensure Workiva’s product story reaches and resonates with the right audiences

Vice President of Product Marketing

Business Intelligence Developer

• Conduct advanced exploratory data analysis to uncover hidden patterns, correlations, and causal drivers within large datasets
• Lead deep-dive research into complex business problems to provide stakeholders with a comprehensive understanding of underlying implications
• Proactively identify and surface emerging business trends or performance risks to leadership beyond the scope of initial requests
• Translate intricate analytical findings into clear, narrative-driven recommendations that influence executive-level strategy
• Partner with Go-To-Market (GTM), Sales, Customer Success, Finance, and Marketing teams to define the right metrics and analytical frameworks for measuring success
• Design and execute statistical methodologies, including hypothesis testing and attribution modeling, to validate business assumptions
• Oversee the integrity and logic of data models used for analysis, ensuring high confidence in all reported insights
• Mentor the broader analytics community on advanced analytical techniques and evidence-based decision-making
• Maintain high-quality documentation of analytical methodologies, assumptions, and data definitions
• Support the development of curated data layers by providing requirements that enable deeper, more flexible analysis
• Evaluate and implement modern analytical tools and best practices to stay at the forefront of the BI field

Staff Business Intelligence Analyst

Vice President

• Member of the Global Partner Leadership team, contributing to overall direction and strategy of the alliances organization
• Complete oversight of the global partner ecosystem, including leveraged sales bookings (sourced + co-selling/influenced), executive level relationship management, co-marketing programs (with Partner Marketing), and all other aspects of partner account management in a “partner first” sales and delivery model.
• Refine, expand, and improve our existing channel strategy and define the types of channels/partnerships to build within specific market segments (i.e. reselling, distribution, outsourcing, etc.)
• Manage and report on targets/KPI’s, actively tracking joint sales pipeline to measure success of the partnership and meet/exceed quarterly and annual bookings targets.
• Develop and execute sales plans including strategy and tactical partner account management execution plans
• Close collaboration with Sales leadership to execute on all partner related company objectives
• Support the “sell-to” partner sales channel in collaboration with the outsourcing/MSP sales team
• Closely work with Partner leadership in other regions to share best practices, align on operating models and support global partner relationships and opportunities
• Collaboration with supporting stakeholders (Sales Operations and Partner Success) to develop and deliver partner enablement programs
• Collaboration with Partner Marketing and Partner Operations to drive all partner-related programs and initiatives
• Evangelize the partner strategy with key stakeholders throughout the organization.
• Take ownership of key partner related escalations and issues in cooperation with internal Workiva stakeholder teams
• Support a team of Senior Leaders to achieve overall channel revenue objectives and KPI’s.
• Build a strong, culture-focused organization with high levels of employee engagement by attracting and developing superior talent and rewarding superior performance of teams and individuals.
• Provide mentorship and professional growth opportunities to the alliance team.
• Maintain an atmosphere of respect, mutual support, collaboration, flexibility, continuous learning, good humor, and commitment to business goals and partner needs to fulfill the company vision
• Match employee skills and talent to tasks to ensure optimal engagement and performance
• Establish and maintain relationships and effectively communicate with Partners, business unit leaders and senior management to ensure visibility and collaboration with appropriate key stakeholders
• Responsible for the life-cycle of people management, including recruitment, management, professional development, performance evaluation, and disciplinary actions (as required).

VP of Global Channels – Alliances

Sales Development Rep

• Build a strong, sustainable organization with high levels of employee engagement by attracting and developing superior talent and rewarding superior performance of teams and individuals
• Develop a team of sales representatives through regular coaching and knowledge sharing, giving feedback and career development opportunities, and fostering a positive and collaborative team environment
• Help the team achieve quarterly pipeline targets, bookings targets, and sales accepted opportunities by driving the value of Workiva’s platform with current customers and new logos
• Ensure team members have specific direction on building a qualified pipeline within new customers and existing accounts
• Communicate and liaise with leaders and peers to win together in a matrix organization
• Identify knowledge gaps on the team and provide training when and where appropriate
• Maintain a high level of communication with Senior Directors of Sales Development to stay abreast of continually changing focus to meet the needs of the sales organization and Workiva
• Navigate internal departments and foster cross-functional relationships to drive alignment with global strategies and programs
• Establish strong relationships with sales managers and ensure TDRs on the team are having weekly 1:1’s with each Account Executive they support
• Develop and implement go-to-market strategies that align with market trends and customer needs
• Understand customers' needs to effectively help the team navigate complex sales cycles and provide actionable customer insights
• Establish and maintain strong working relationships with internal and external stakeholders and leadership
• Collaborate with product marketing, sales, and finance to leverage data and metrics to inform selling strategies and decision-making
• Identify and execute on areas of opportunity for process improvement within industry best practices
• Leverage data and metrics to perform sales forecasting and pipeline management

Sales Development Manager

• Lead the design and implementation of company benefits programs, including health, dental, retirement, disability, life insurance, flexible spending, and wellness offerings
• Oversee ongoing administration of benefits programs, including time off, sick pay, vendor management, and program maintenance
• Lead global benefits renewals and manage a multi-million-dollar benefits budget while partnering with Finance, Legal, and HR
• Evaluate and implement new benefits programs by assessing cost, risk, and legal considerations and aligning initiatives with company sustainability and financial goals
• Directly lead and mentor a specialized, multi-continent team, including the North America Benefits Manager, Europe Benefits Manager, and a Benefits Analyst
• Establish and continuously improve benefits policies and practices to support organizational needs
• Address complex, ambiguous challenges by identifying alternative procedures and developing solutions that impact both short- and long-term operational goals
• Collaborate with senior functional managers and cross-functional teams to influence recommendations and drive results
• Communicate program changes and details consistently to ensure employees stay informed
• Exercise independent judgment in methods, techniques, and evaluation criteria for obtaining sub-function results

Senior Manager – Global Benefits

Marketing

• Support program reporting through monthly updates, research, and new reporting opportunities
• Assist with website builds, including partner profile pages, marketplace listings, and information audits
• Contribute to partner communications by drafting content, preparing lists in Marketo/RightWave, managing the partner Google calendar, and gathering content for the partner newsletter
• Help coordinate virtual partner events, including monthly webinars, from planning through execution
• Support sponsorship sales and deliverables by assisting with communications, registration tracking, FAQs, and deliverable management

Partner Marketing Intern

Support Engineer

• Understand and clearly articulate customer needs and requirements
• Work with Software Engineers to design innovative components of back-end systems or solutions to meet internal customer needs
• Brainstorm and implement ways to streamline processes for fast and adaptable support structures
• Identify, verify, and reproduce difficult issues to solve customer problems from various sources.
• Manage relationships with Customer Support, Success, and Development teams to ensure required features are delivered for successful product delivery
• Act as a first line of support for Customer Success staff to diagnose and troubleshoot customer issues
• Collaborate with functional testers in Quality Assurance for testing and regression analysis.
• Facilitate resolution of complex issues involving multiple teams
• Interact as part of multiple development teams to find customer solutions
• Manage service disruptions within the organization while minimizing impact on business operations and ensuring timely resolution
• Take ownership of incidents, coordinating resources from engineering and customer facing teams for quick resolution and timely communication to customers and stakeholders
• Ensure accurate documentation of incidents, including summaries, post-incident reviews, and lessons learned for knowledge sharing and continuous improvement

Software Support Engineer

Account Manager

• 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

Client Relationship Manager

Systems Engineer

• Collaborate with Senior Stakeholders
• Strategic Problem Solving
• Advanced Process Optimization
• Technology Leadership
• Own the GTM Roadmap
• Influence at Scale
• Mentorship & Enablement
• Drive Innovation