Workiva

Product Designer

• Own the strategy, execution, and measurement of Workiva-wide Design Foundations initiatives.
• Lead the architecture and long-term evolution of Workiva’s enterprise design system, ensuring it remains inclusive and extensible.
• Partner deeply with Product Management and Engineering to prioritize initiatives, align roadmaps, and translate complex, cross-functional needs into actionable plans.
• Guide and support product designers in using design system assets effectively.
• Define the aspirational future-state vision for how Workiva products will mature.
• Establish success metrics for system adoption and use insights to guide prioritization.
• Mentor designers across teams, raising design maturity and systems fluency organization-wide while fostering a strong culture of systems thinking.

Senior Staff UX Designer – Design System

Marketing Analyst

• Serve as the primary analytics partner for assigned global GTM programs
• Use advanced analytics and AI-assisted techniques to surface insights and risks early
• Diagnose drivers of over- or under-performance and recommend clear, prioritized actions
• Evaluate spend versus outcomes to assess efficiency and expected return
• Identify leading indicators of success or risk and recommend mid-flight optimizations
• Translate campaign, channel, and regional performance into clear, compelling insights
• Deliver structured, decision-oriented readouts that categorize actions into doubling down on success, optimizing underperformance, and deprioritizing low-impact activities
• Recommend and drive improvements to how GTM performance is measured
• Design and deliver decision-ready dashboards and analyses

Lead Marketing Analyst, Program Insights

Account Executive

• Actively prospect for sales opportunities while working strategically with Inside Sales, Solution Specialists and Partnerships to generate qualified opportunities
• Uses the facts found in the needs analysis phase to present a compelling demonstration of the Workiva platform and create a customer belief that they must have Workiva solutions
• Skillfully probes for objections and removes obstacles or eliminates barriers to gain commitment; solves different client challenges, and can pull forward the best possible solution
• Naturally leads the sales process to a close by demonstrating Workiva's value proposition
• Updates customer relationship management tools regularly and timely
• Provides consistent and accurate forward-looking information though pipeline analysis
• Plans and executes sales strategy with purposeful action to complete the sale
• Gathers internal support to pursue an account
• Prioritize selling activities and follows through in a timely fashion
• Maintain a strong knowledge of Workiva solutions through a commitment to ongoing training

Senior Account Executive – Local Government

Compliance

• Develop personalized coach plans and provide regular coaching sessions with each team member to discuss performance and provide feedback on areas for improvement
• Mentor and encourage a growth mindset amongst the team
• Identify and recruit top-performing sales talent and manage performance and disciplinary challenges
• Assess and set account territory priorities for the team
• Develop and maintain accurate sales forecasts and regularly review and adjust sales plans and forecasts
• Use data to monitor performance and identify trends or areas for improvement
• Develop sales strategies and tactics that align with company goals and customer needs
• Observe, assess and monitor seller outreach, deal pipeline and deal quality
• Build strong relationships with internal peer teams and leadership to drive strong cross-organization success
• Build relationships with external customers, prospects and partners, to support the go-to-market strategy
• Encourage cross-functional collaboration to ensure the sales team has the support and resources they need to succeed
• Foster a culture of teamwork and collaboration within the sales team to promote knowledge sharing and best practices
• Encourage feedback and open communication to ensure all team members feel heard and valued, and to address any issues or concerns

Sales Manager – Governance Risk & Compliance

Customer Success Manager

• Build strong relationships with key customer business and IT stakeholders to help guide us through their organization and introduce us to different teams
• Generate leads (CSQL) for the Workiva sales team to pursue
• Evaluate organizational inefficiencies to help customers define appropriate business outcomes
• Identify opportunities for Workiva to consult with customers on setups
• Develop relationships with the Workiva Account teams to ensure everyone is working towards the same goal and to decrease task overlap
• Understand customer needs well enough to identify users that might not be seeing value in Workiva’s Platform and executing a plan to increase return on investment (ROI)
• Facilitate training (by self service or virtual mods) for new teams as needed to ensure users are active in Workiva’s Platform
• Conduct meetings to help customers understand the positive business outcomes they are achieving using Workiva’s Platform
• Understand customer expectations and service agreement terms of each contracts and ensure the work is completed and delivered to the customer on or before the deadline
• Learn the Workiva Platform and how it is used in each market where Workiva maintains a presence
• Ensure any customer inquiries are answered promptly and help identify the best person at Workiva to get involved when necessary
• Ensure customer awareness and issue resolution practices around ticket management when unable to resolve product issues in Workiva Platform
• Engage with onboarding team, solution architects, and any other team providing service to the customer to ensure customers expectations are being met

Senior Customer Success Manager

Full-stack Engineer

• Lead the design and development of new systems and services—taking products from concept to launch
• Architect and develop scalable, event-driven distributed systems and APIs that power our GRC solutions, leveraging integrations and third-party services
• Learn and adapt to GRC principles and apply them effectively in software development
• Collaborate across product, design, and engineering to meet aggressive timelines without sacrificing quality.
• Write clean, efficient, and maintainable code that follows industry best practices and coding standards
• Mentor and influence engineers across teams, raising the bar on technical excellence
• Define success measures, establish KPIs and metrics to ensure solutions deliver meaningful business and customer value
• Develop and execute comprehensive test plans and automated tests (unit, integration, functional, etc.) with Workiva solutions in mind to ensure software quality and reliability
• Drive product discovery activities with customers and stakeholders to gain insights, validate hypotheses, and identify opportunities for innovation
• Communicate complex technical issues to both technical and non-technical audiences, using clear and concise language
• Participate in production on-call support rotation

Senior Staff Software Engineer

Solutions Engineer

• Support the delivery of contracted services to customers
• Review discovery sessions to ensure understanding of business needs and requirements; clarifies uncertainties as needed
• Replicate standardized solution design that achieves outcomes within the Workiva Platform
• Interact with our valued customers, contributing to the delivery of standardized solutions
• Develop knowledge of financial, risk, or operational reporting using the Workiva platform with a commitment to ongoing training
• Embrace the dynamic balance of working collaboratively under guidance while seizing the opportunity to shine independently when the moment calls for it

Associate Solutions Architect – 12 Month Fixed Term

• Actively prospect 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 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
• Share knowledge, successes, lessons learned and best practices with peers across teams

Senior Solution Sales Executive – Sustainability Reporting

Machine Learning Engineer

• Architect and deliver cutting-edge ML solutions using MLOps and best practices, fostering creativity in project execution
• Design systems to enable rapid ML development, high availability, and clear observability
• Develop tools, systems, and automation to support ML solutions, ensuring efficiency, scalability, and rapid development
• Collaborate closely with product teams to develop APIs, maintain ML infrastructure, and integrate machine learning features into products
• Mentor less experienced ML engineers and scientists, and define team best practices and processes
• Communicate complex technical issues to both technical and non-technical audiences effectively
• Collaborate with software, data architects, and product managers to design complete software products that meet a broad range of customer needs and requirements
• Deliver, update, and maintain machine learning infrastructure to meet evolving needs
• Host ML models to product teams, monitor performance, and provide necessary support
• Write automated tests (unit, integration, functional, etc.) with ML solutions in mind to ensure robustness and reliability
• Debug and troubleshoot components across multiple service and application contexts, engaging with support teams to triage and resolve production issues
• Participate in on-call rotations, providing 24x7 support for all of Workiva’s SaaS hosted environments
• Perform Code Reviews within your group’s products, components, and solutions, involving external stakeholders (e.g., Security, Architecture)

Senior Machine Learning Engineer

• Improve the systems (processes and tools) to drive efficiency by removing repetitive tasks for the CS team and streamlining processes, allowing them to focus on high-value customer interactions.
• Maximize the value of our tech stack (ideally Gainsight) and partner with the Business Technology team to build automation and AI-driven workflows that allow the organization to scale.
• Act as the technical lead on projects, gathering business requirements and implementing changes through a structured, scalable methodology.
• Work closely with the CS stakeholders and operations team to leverage and influence best practices across tools, data, and processes.
• Collaborate with global operations counterparts to ensure all teams are adopting and following standard global processes to maintain data integrity and a unified customer experience.
• Lead the regional rollout of global initiatives, ensuring that new processes are not just launched but fully adopted and mastered by the CS teams.
• Partner with CS stakeholders to assess operational capabilities and develop strategies that support growth and effectiveness
• Partner closely with the Director of CPX Operations to execute a roadmap that drives growth, efficiency, and effectiveness through streamlined processes and data.
• Partner with the Business Tech team to design tools and processes that support the CS team and provide insights and dashboards that help leaders make informed business decisions.

Lead CPX Operations Manager, Customer Success

Product Manager

• Work with customers to deeply understand their pain and the job they need to do in order to be the voice of the customer within the product discovery and development process
• Partner closely with your Engineering and UX counterparts to discover the problem to be solved and then iterate on the solution through the use of rapid experimentation and right sized prototypes (build, measure, learn)
• Collaborate with AI/ML engineering and data science teams to translate complex AI models and algorithms into intuitive, scalable, and performant product experiences
• Engage deeply with engineering teams, understanding the technical complexities and trade-offs involved in building enterprise-grade AI solutions
• Serve as the bridge between business needs and technical execution, possessing a strong understanding of AI/ML concepts, data pipelines, and scalable system architectures
• Get your hands dirty – doing any job on the team necessary to build and ship a successful product
• Work with Engineering to plan and build your product, including identifying and planning to mitigate risks and creating an MVP hypothesis
• Work with QA, marketing, sales, support and research to ensure your product can be successfully tested, positioned, sold, supported and continually enhanced
• Managing stakeholder relationships, keeping them informed about all aspects of your product through direct conversations, roadmaps, feature briefs, slide decks, etc
• Measure and communicate your product outcomes
• Work with leadership to align your product vision and strategy to company objectives.

Senior Product Manager

Security Engineer

• Leads business and technical partners with expert knowledge of relevant security technologies.
• Applies innovative techniques to address emerging technologies, specifically focusing on AI integration and modern cloud security paradigms.
• Prepares and analyzes overall security architecture and detailed systems specifications for complex security systems
• Serves as InfoSec Ambassador and lead technical representative to Infrastructure and Reliability and R&D as a whole.
• Leads discussion with stakeholder teams regarding best practices in design and implementation of secure cloud systems
• Leads initiatives designed to share knowledge across InfoSec, R&D, and Technology teams.
• Identifies, recommends, coordinates, and delivers timely knowledge to support teams regarding technologies, processes or tools.
• Develops and executes strategies to increase Cloud Security knowledge throughout the enterprise.
• Represents Security Platform in development and implementation of the overall global enterprise cloud architecture
• Designs, develops, and implements cloud-native architectures that will allow requirements to be met with appropriate security controls present.

Principal Security Engineer

• 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 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

Chief Marketing Officer

• Develop the broader EMEA market growth strategy including country prioritization and segment focus
• Support global product marketing teams on platform and solution GTM strategies
• Partner with EMEA leadership on annual and multi-year strategic planning
• Identify new market opportunities and whitespace expansion plays across the region
• Define and track strategic metrics including market penetration and revenue growth
• Collaborate with sales leadership to shape territory strategy and coverage models
• Align regional GTM plans and messaging with local market needs
• Provide regional insights to support pricing and monetization decisions
• Act as a strategic advisor to regional leadership on investment tradeoffs
• Translate competitive and market intelligence into actionable recommendations for product teams
• Monitor macroeconomic and regulatory trends affecting SaaS adoption in EMEA
• Provide market input on product roadmaps and regional requirements
• Partner with finance on forecasting and ROI analysis for long term planning
• Drive alignment and decision-making at the executive level across global teams
• Own the cross-functional process for sizing regional markets and defining entry strategies
• Build robust models to inform capital allocation and portfolio decisions
• Evaluate data quality to support segmentation and sales targeting
• Coach regional strategy leaders to tailor global GTM strategies to local realities

Product Marketing Director – EMEA Market Strategy

Manager

• Support existing programs to maximize company revenue and resolve customer-related contract issues
• Be a point of contact with Account Managers to proactively coordinate subscription opportunities and/or resolve issues that may hinder them from maintaining a relationship with Workiva
• Uncover accounts that may be at risk and develop plans to mitigate and bring them to closure
• Use the facts found in the needs analysis phase to present a compelling demonstration of the Workiva suite of products and services to create a customer belief that they must have Workiva products
• Naturally lead the renewal sales process to a close by understanding the competitive landscape and demonstrating Workiva's superior value proposition
• Review and validate installed base reports
• Collaborate with internal teams to gather information to pursue accounts for renewal
• Maintain strong customer relationships to help grow the business
• Update customer relationship management tools regularly and timely manner
• Provide consistent and accurate forward-looking information through pipeline analysis
• Plan and execute sales strategy with purposeful action to complete the sale and optimize profits
• Prioritize selling activities and follow through in a timely fashion
• Communicate regularly with a base of accounts that have the potential to increase subscriptions or XBRL services