Workiva

Customer Success Manager

• Drive Strategic Solution Alignment & Governance
• Act as a key internal advisor to navigate complex customer challenges and opportunities to accelerate time to value and sustained solution health.
• Translate functional solution mastery into tangible business outcomes, ensuring customers connect platform execution to their business strategy.
• Help evolve and refine our internal Solution Success operating model by continuously utilising, refining, and providing feedback on standard artefacts, playbooks, and engagement methodologies.
• Lead Scalability & Digital Transformation
• Design and deliver one-to-many enablement programs—such as expert-led office hours, specialised webinars, and targeted content—to address customer needs at scale.
• Partner with Product and Engineering to identify friction points, advocate for platform improvements, and champion self-service features.
• Collaborate across Customer & Partner Experience and Product to advise on scalable expertise, tools, and best practices to be operationalised by CSMs and embedded in digital channels.
• Influence the Product Roadmap & Enablement
• Serve as a primary voice of the customer, synthesising high-value solution feedback to help influence product priorities.
• Collaborate directly with Product Management to influence the roadmap, driving platform enhancements that deliver better user experiences and faster adoption.
• Develop internal training and enablement content to empower the broader team, reducing dependence on ad-hoc 1:1 support.

Lead Solution Success Manager – Platform & Emerging

Sales Development Rep

• Partner closely with Account Executives to develop ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals
• Provide baseline research and intelligence within target accounts to identify key contacts and critical account information
• Prospect into target accounts via high-volume cold-calling (60-80 calls/day), outbound prospecting, networking, email, e-marketing, campaigns, and social outreach
• Qualify leads/contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline
• Learn and demonstrate a fundamental understanding of Workiva’s Platform, and clearly articulate its capabilities and advantages to decision makers
• Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications)
• Drive attendance to various events (webinars, roadshows, Amplify, conferences, etc.), and provide post-event follow-up
• Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/ market knowledge

Sales Development Representative – State, Local & Education

Consultant

• Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures
• Educates customers on AI capabilities, security and risk considerations, and practical application
• Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases
• Independently builds and nurtures deep, trusted relationships with technical champions
• Deliver world-class demo experiences that showcase the platform
• Mentor SCs across the organization, providing coaching on discovery and demo strategy

Lead Solution Consultant – Major Accounts

Data Scientist

• Define and Own the Data Product Roadmap
• Partner with Finance and P&C leaders to identify data gaps, prioritize opportunities, and build a roadmap that delivers measurable value
• Design data products that support multiple consumption patterns, including BI tools, AI-enabled experiences, and business applications
• Use data usage patterns — dashboard activity, query volume, and recurring reporting requests — to proactively identify unmet needs
• Translate business objectives into clear requirements, challenging assumptions early to ensure teams are solving the right problems
• Serve as a strategic data partner across business stakeholders, Analytics, and Data Engineering teams
• Facilitate collaboration across functions while identifying shared data needs and reducing siloed solutions
• Build prioritization frameworks that balance competing needs and provide transparency around trade-offs
• Communicate effectively with technical teams, business leaders, and executives
• Own the full product lifecycle across multiple Finance and P&C initiatives, from discovery through Alpha, Beta, and GA releases
• Design user-focused data experiences that balance technical requirements with stakeholder needs
• Define and maintain semantic contracts, including field definitions, metric logic, and data grain specifications
• Identify reusable data assets and scalable models that support multiple downstream use cases
• Maintain a high bar for accuracy, freshness, and reliability while proactively resolving issues before they impact users or AI workflows
• Use AI tooling to improve product workflows, including requirements synthesis, AI-assisted SQL validation, catalog generation, and data pattern analysis
• Define success metrics for each data product and measure adoption and business impact over time
• Develop a deep understanding of end-user workflows and leverage personas to create solutions that address real business needs
• Gather stakeholder feedback after launch and continuously improve products based on usage and outcomes
• Ensure data products are structured and documented to support trusted AI-enabled experiences
• Serve as the product counterpart to Data and Analytics Engineering — owning the what and why while partnering on the how
• Collaborate on semantic layer design and dbt transformations to create consistent metric definitions across BI tools, LLMs, reverse ETL pipelines, and applications
• Identify opportunities to improve ingestion, transformation, and delivery processes while advocating for investments that increase reliability and scalability
• Lead Agile delivery cycles by translating roadmap priorities into Initiatives and Epics with clear acceptance criteria
• Lead data catalog efforts for your product area, including discoverability, lineage tracking, and documentation
• Champion data quality frameworks and governance standards around access controls, retention, and responsible data usage
• Partner across teams to solve systemic data challenges rather than shifting complexity downstream
• Present compelling data stories that help technical and non-technical stakeholders make informed decisions
• Develop enablement resources, including workshops, documentation, and training, to increase adoption of data products
• Build AI literacy across stakeholder communities by helping teams understand how to effectively use AI tools grounded in trusted data
• Contribute reusable components, patterns, and best practices that help the broader Data & Analytics organization accelerate delivery

Lead Data Product Manager

Product Manager

• Lead qualitative user interviews, observational workflow walk-throughs, and technical discovery sessions to analyze how enterprise finance, compliance, and audit teams manage complex operational data.
• Diagram enterprise dependency structures, human-to-system handoffs, multi-stakeholder approval gates, and historical operational failure points
• Synthesize messy, fragmented user signals into structured, reusable problem definitions rather than one-off custom feature requests.
• Translate field observations into precise product-market hypotheses, defining the explicit customer value, repeatability, and expected business impact of your proposed AI workflow interventions
• Collaborate closely with design and engineering partners to develop, script, and launch low- and high-fidelity validation concepts (utilizing tools like SQL, Python, Retool, or Streamlit).

Senior Product Manager, Emerging Products – AI

• 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

• Own and implement the front-end architecture for AI-native product surfaces, including real-time streaming interfaces, agentic workflows, and model-assisted UIs
• Apply scalable patterns for integrating LLM APIs, WebSockets, and Server-Sent Events (SSE) into high-performance production front-end systems
• Contribute high-quality, production-ready code to complex feature blocks and help establish robust technical patterns for the immediate team
• Balance client-side performance, application latency, and user experience considerations during feature design
• Partner closely with Product, Design, and ML Platform teams to scope, design, and deliver advanced AI-driven user experiences
• Collaborate with internal frontend engineering guilds to align with broader corporate engineering standards and share localized AI implementation strategies
• Communicate technical trade-offs, scope constraints, and UI architecture choices clearly to both technical and non-technical stakeholders
• Monitor and optimize system performance and user experience metrics across our front-end surface area
• Troubleshoot, debug, and resolve complex client-side performance bottlenecks in our distributed frontend and service ecosystem

Senior Software Engineer

Manager

• Lead a team of expert Solution Consultants across the Strategic Commercial - Expansions Team
• Develop and execute a strategic vision to align cross-functional teams and enable consulting teams to drive essential sales initiatives
• Contribute to the development of strategies, tools, and metrics to drive overall organizational growth and lead strategic projects aligned with the organization's mission
• Serve as a trusted advisor to leadership, providing insights on account planning and presales strategies
• Foster technical thought leadership in areas like architecture, processes, and operationalization to encourage adoption by technical stakeholders during the sales process
• Oversee the complete employee lifecycle, from recruitment to performance management
• Maintain the Solution Consulting team's training and motivation to ensure goal attainment
• Define opportunities for coaching and skill development for Solution Consulting team members
• Establish best practices, offer guidance in technical expertise, customer understanding, and organizational goals
• Create and optimize processes, metrics, and infrastructure to enhance team productivity and achieve team goals
• Collaborate with product engineering and product marketing teams to develop and launch industry-specific and business solutions, offering technical guidance as required

Senior Manager, Solution Consulting

• Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs.
• Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting.
• Assist sales in developing account plans in support of Workiva strategies and objectives.
• Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases.
• Ensure customer success by collaborating with implementation partners and Workiva Client Services team.
• Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals.

Senior Solution Consultant

Financial Planning and Analysis

• Deeply understand the needs of our business and customers to build clarity on the requirements to build a resilient, reliable product
• Influence stakeholders and engineers with the right data points by driving clarity and alignment
• Create and drive alignment to execute faster, communicate often and highlight risk early
• Collaborate extensively with cross functional teams, including Engineering, User Experience, Customer Success, and Go-to-market teams to drive the vision, roadmap and delivery of the product
• As an expert, you will partner with others to collect performance metrics and form hypotheses for complex technical needs in order to improve product development in multiple areas
• Use your insights and knowledge from enterprise customers, as well as broad technical subject matter expertise, to train and enable a scalable product

Senior Product Manager – Financial Reporting

Business Development Rep

• Provide extensive research and intelligence within target Federal agencies and sub-agencies to identify key decision-makers and critical program information through people mapping exercises.
• Prospect into target Federal accounts via strategic networking, email, campaigns, social outreach, and local events, tailored to public sector personas.
• Qualify leads/contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline through detailed outbound hunting efforts.
• Learn and demonstrate a fundamental understanding of the Workiva platform and clearly articulate its capabilities, security postures ( FedRAMP ), and advantages to government decision-makers and influencers
• Understand federal personas across multiple business disciplines, including the offices of: Financial Transformation, Chief Financial Officer (CFO), Chief Information Officer (CIO/IT), Sustainability/ESG Reporting, and Program Management
• Drive attendance and attend various public sector events (federal webinars, roadshows, Amplify, defense/civilian conferences), and provide post-event follow-up
• Develop and maintain a current understanding of Workiva’s latest product offerings, competitive market knowledge, and federal compliance standards
• Meet or exceed quarterly goals for number of opportunity targets, revenue, and weekly/monthly performance activity indicators
• Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications)

Account Development Representative – Federal Government

• Utilize core learning principles and dynamic presentation methods to create and deliver high-quality training
• Deliver materials and workshops across multiple platforms through in-person and virtual methods
• Support primarily multiple North American time zones, locations, and languages based on demand and skillset
• Lead full live training sessions and drive the coordination of all day-of delivery logistics
• Partner directly with cross-functional SMEs to gather content tailored to the audience's expected level of knowledge
• Actively participate in team and company meetings, maintaining regular communication with managers, team members, and stakeholders

Lead Product Enablement Instructor – Partner Enablement

Account Executive

• Develop, own, and execute a strategic territory plan designed to expand Workiva’s footprint across large Financial Services institutions within an assigned patch.
• Build and maintain a healthy pipeline of qualified opportunities by working closely with Workiva’s matrix team, including Solution Sales overlays, Inside Sales, Solution Engineering, Partnerships, Customer Success, and Marketing.
• Identify expansion opportunities across existing customer relationships by understanding each account’s business priorities, organizational structure, buying process, current platform usage, and long-term strategic initiatives.
• Engage and align with executive-level stakeholders, including C-suite leaders and senior business owners, to understand key initiatives, uncover business challenges, and position Workiva as a strategic platform partner.
• Manage complex enterprise sales cycles from initial discovery through close, applying a strong understanding of MEDDICC/MEDDPICC principles to qualify opportunities, identify decision criteria, build consensus, and drive predictable outcomes.
• Partner with Solution Consulting (Solutions Engineering) and Solution Sales Executives to translate customer needs into compelling Workiva platform demonstrations, business cases, and value-based recommendations.
• Anticipate and address customer objections by understanding the underlying business, technical, commercial, and organizational challenges that may impact deal progression.
• Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership to support account strategy and advance priority opportunities.
• Maintain disciplined pipeline management, accurate CRM hygiene, and reliable forecasting by providing timely updates, clear next steps, and thoughtful forward-looking deal analysis.
• Prioritize high-impact selling activities, consistently follow through on customer and internal commitments, and maintain a strong command of Workiva’s platform, solutions, market position, and Financial Services use cases.

Strategic Account Executive – Financial Services

• Provide pre-sales support in the development and presentation of our Carbon solution for prospective clients and current customers
• Partner with sales teams early in the cycle to deeply understand a prospect’s current ESG/Carbon tech stack, data maturity, and reporting pain points
• Execute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings
• Conduct process assessments with customers
• Build and deliver compelling, tailored, value-based product demonstrations that prove Workiva Carbon can achieve technical requirements and desired outcomes
• Demonstrate knowledge of Carbon Accounting & GHG Management
• Build Proof of Concepts and customize demonstrations to validate requirements, build and present customer-specific business cases
• Partner with Product & Climate Consulting Team to provide feedback loop and influence Carbon strategy

Solution Consultant – Carbon

Chief Marketing Officer

• Define and Own the Market Narrative
• Build clear, differentiated messaging and positioning that shows how Workiva solves real problems for buyers within GRC
• Turn complex product capabilities into simple, compelling stories for senior executives and practitioners
• Guide consistent messaging across campaigns, events, and executive communications
• Own the GTM strategy end to end, from launch planning through revenue impact
• Partner with Competitive Intelligence to build battlecards and sales tools that help reps win deals
• Create and maintain sales assets and enablement materials—including first-call decks, solution content decks, data sheets, and sales plays
• Author and review content for campaigns, webinars, events, and demand generation programs
• Equip field teams with the training, content, and insights they need to shorten deal cycles
• Bring customer and competitive insights back into the business to shape strategy and global product direction
• Understand why we’re winning and losing; work across Product, Sales, and Marketing to address gaps
• Engage directly with customers, prospects, and industry leaders through events, webinars, and thought leadership
• Spot regulatory and market shifts early and position the organization ahead of them