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Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Manage customer process designs, execute data migration (mapping and transforming), and document processes for seamless handoffs.
- Directly train end users or coordinate comprehensive training plans with customer teams.
- Independently resolve complex challenges, escalating efficiently when needed, while adhering to contractual scopes and utilization targets.
- Evaluate peer and partner implementations to ensure adherence to Workiva best practices, exercising sound judgment on deviations and escalating significant issues.
- Identify trends in customer satisfaction and partner delivery, translating those experiences into structured feedback for product and professional services teams.
- Support joint delivery engagements by guiding partners on Workiva methodology and platform behavior.
- Lead technical enablement sessions to evaluate delivery readiness, and provide constructive feedback using solution rubrics.
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education and experience in a related field
- 3+ years of experience in service delivery, finance, accounting, audit, or a related role
- Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and related technology platforms
- Hands-on experience with the Workiva platform, other SaaS or cloud technologies, or data architectures
- Consultant-level experience at a services firm or public accounting preferred
- Clear, confident communication with customers and partners across technical and non-technical audiences
- Comfort with ambiguity; strong instinct for when to solve independently and when to escalate
- Self-motivated with a strong propensity for action, results, and continuous improvement
- Ability to present topics clearly and succinctly across stakeholder levels
- Familiarity with Microsoft Office Suite and Google Workspace applications
Benefits
Comp & perks- Reliable internet access for any period of time working remotely and not in a Workiva office
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data migrationprocess designcustomer satisfaction analysistechnical enablementsolution rubricsERPGRCGLFP&AAnalytics & Reporting
Soft Skills
clear communicationconfident communicationproblem-solvingself-motivatedresults-orientedcontinuous improvementability to presentcomfort with ambiguityindependent resolutionescalation management
Certifications
Bachelor’s degree
