Senior Scoping Analyst

Workiva

Senior Scoping Analyst bridging Sales and Delivery by translating client objectives into executable SaaS plans. Focused on pre-sales discovery and commercial architecture for operational viability.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $99,000 - $159,000 per yearWebsite

About the role

Key responsibilities & impact

Lead pre-sales discovery sessions to uncover client business objectives, define the problem statement, and establish clear, feasible project requirements
Architect comprehensive Statements of Work (SOWs) that translate client business needs into executable project plans
Treat scoping as a strategic bridge between Sales and Delivery
Act as the strategic liaison between Sales, Legal, and Delivery teams during contract negotiations
Leverage your knowledge of the Workiva platform to validate technical solutions within the scoping process
Validate and endorse technical solutions within proposals to ensure alignment with the initial implementation strategy
Continuously improve Scoping techniques and tools to support increasingly complex global projects

Requirements

What you’ll need

Undergraduate Degree or equivalent combination of education and experience
4+ years of experience in professional services, pre-sales, scoping, implementation, or technical consulting within the SaaS industry
Strong background in Audit, GRC, ESG, or corporate financial reporting, with highly preferred experience in the Workiva platform
Experience in SaaS service solutions or process design consulting, with the proven ability to validate the technical components of a Statement of Work (SOW)
Proficiency in Salesforce, CPQ, or estimation tools, with a background in formal bid management, proposal writing, and contract negotiation
Deep understanding of how pre-sales scoping impacts delivery margins, project execution, and long-term customer success
An inquisitive mindset capable of independent data analysis to identify underlying issues and create scalable, multi-factor solutions
Adept at building internal networks and liaising with senior leadership across Sales, Legal, and Delivery to mitigate risk and resolve conflicts
A track record of high-accuracy project estimations that prevent scope creep and ensure seamless handoffs to PMO/Delivery teams
Proficiency in Spanish and/or Portuguese is a strong plus

Benefits

Comp & perks

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

pre-salesscopingimplementationtechnical consultingAuditGRCESGproject estimationproposal writingcontract negotiation

Soft Skills

strategic liaisoninquisitive mindsetindependent data analysisnetwork buildingconflict resolutioncustomer successrisk mitigationhigh-accuracy estimations

Certifications

Undergraduate Degree