Collaborate with customers to understand their business needs, data requirements, and desired outcomes with Workiva solutions
Partner with the pre-sales team to facilitate a seamless transition from the sales process to implementation services engagements and beyond
Engage with Solution Architects and Customer Success teams to ensure a cohesive and positive customer experience throughout onboarding and implementation
Analyze customer needs and recommend optimal use of Workiva's Data Management Suite to achieve accurate, efficient, and scalable solutions
Provide leadership to consulting project delivery stakeholders to define tasks, contribute to project plans, and monitor progress
Architect, oversee, and review data integration workflows between various customer systems and the Workiva platform
Architect, oversee, and review data queries and reporting solutions
Lead knowledge sharing sessions with customer and partner application owners to enable self-sufficiency and ongoing success.
Conduct in-depth technical assessments of customer data management architectures
Gather feedback from customer and partner interactions and share insights with Management, Leadership, Product Engineering, and Product Management
Drive customer and partner success by fostering product adoption, ensuring satisfaction, and contributing to overall customer health
Accurately document new and existing data management features and functionalities for internal and external reference
Proactively monitor customer and partner environments
Requirements
Bachelor’s Degree in a technical field of study such as Computer Science, Computer Engineering, Information Technology, or similar
8+ years of experience in customer-facing roles, preferably Customer Success, Solution Architecture, or Consulting
3 years of experience serving as a technical lead or fulfilling a team lead position
Able to obtain a Public Sector clearance
Experience integrating or managing Software-as-a-Service applications and enterprise systems, especially in Accounting & Finance, Audit, Risk & Compliance, or Sustainability
Expertise in various data structures and schemas from regulated industries with the ability to translate complex regulatory data requirements into intuitive, software-driven workflows
Experience integrating with or managing ERP systems such as Oracle, Workday, SAP, Sage, or similar; EPM systems such as Oracle, Planful, Anaplan, or similar; and EDA systems such as Oracle, Snowflake, Power BI, or similar
Familiarity with cloud platforms and modern data architectures (Snowflake, Databricks, BigQuery, Redshift, Azure Synapse)
Prior experience with integration technologies such as Informatica, Microsoft SSIS, Boomi, Mulesoft, Workato, or similar solutions
Knowledge of API design philosophy/patterns, communication protocols (SOAP, REST, JSON, XML), and encoding
Strong understanding of Data Engineering, Data Warehousing, and ETL techniques
Ability to create, review, and troubleshoot queries using SQL
Intermediate to advanced Python scripting skills, including Python certifications
Passionate about customer success and driving long-term customer value
Highly data-driven and detail-oriented
Excellent verbal and written communication skills, including presentation skills
Self-starter with the ability to manage time and prioritize demands
Strong problem-solving skills with technical diagnostic ability
General computer technology skills (Word/Google Docs, Excel/Google Sheets, PowerPoint/Google Slides)
Ability to build credibility and relationships with both business stakeholders and technical leaders at various levels
Ability to influence at all levels and in various departments
Benefits
A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.