Workiva

Learning and Development

• Serve as the day-to-day owner of the management learning program portfolio, managing end-to-end operational execution, program and content design, content maintenance, logistics, and delivery
• Manage promotional messaging, communication schedules, and learning transfer activities (such as pre- and post-session communications) to drive enrollment and awareness
• Deliver and facilitate in-person and virtual learning programs for managers up to Senior Directors, primarily in the US and Canada, with the possibility of delivering in EMEA and APAC occasionally
• Flexibly adjust content and pacing in real-time based on learner comprehension and live insights
• Provide personalized guidance, support, and coaching to managers and directors to enhance effectiveness
• Curate and vet internal and external content, oversee regular content reviews with other Subject Matter Experts (SMEs), and maintain associated materials to ensure alignment with business changes
• Actively incorporate AI into the instructional design process—using it as an analytical and creative accelerator to ideate, analyze learner needs, and build instructional materials

Senior Learning and Development Partner

Operations

• Serve as the primary operational partner to regional sales leaders (AMER, EMEA, APAC)
• Enable leaders to run their business with discipline across pipeline, forecast, and performance management
• Drive accountability for execution standards and performance outcomes across regions
• Establish and enforce consistent pipeline inspection frameworks and deal progression standards
• Drive forecast accuracy through structured inspection, methodology adherence, and accountability
• Own execution of weekly, monthly, and quarterly field operating cadences
• Standardize pipeline reviews, forecast calls, and regional QBR inputs across all regions
• Ensure enterprise GTM initiatives are adopted consistently across regions and segments
• Surface execution risks including pipeline gaps, productivity issues, and forecast volatility
• Partner with Sales Planning & Performance to validate coverage models and capacity assumptions in real-world execution
• Collaborate with Deal Execution & Governance to escalate complex deal scenarios and improve commercial processes
• Provide actionable insights to sales leadership for proactive intervention

VP of Field Operations

Strategy

• Develop and execute go-to-market strategies tailored to highly regulated and multi-layered buying environments
• Navigate ambiguity and competing priorities to drive clarity, alignment, and execution across deals and initiatives
• Serve as a subject matter expert on U.S. public sector procurement (Federal, State & Local, Education)
• Guide teams through contracting vehicles (e.g., GSA, IDIQs, BPAs) and complex RFP/RFQ processes
• Support international public sector opportunities and help scale best practices globally
• Partner with distributors such as Carahsoft and other public sector resellers to streamline deal execution
• Advise on pricing, packaging, and contract structures for complex deals
• Act as a liaison across Sales, Legal, Finance, Product, and Operations
• Build scalable processes for sales request intake, prioritization, and execution
• Use data and insights to improve performance and inform strategy.

Commercial Strategy Manager – Public Sector, Regulated Markets

Financial Planning and Analysis

• Monitor and maintain finance systems to ensure they run smoothly and support daily business operations.
• Assist with the setup, configuration, and maintenance of end-user computing and telecommunication systems.
• Build and manage data flows from Snowflake into accounting dashboards, ensuring all reported figures are accurate and complete.
• Create and maintain Workato "recipes" to automate reporting controls within Sage Intacct and other finance tools.
• Develop Python scripts and automation solutions to reduce manual data entry for the Accounting team.
• Perform configurations and testing (UAT) across the finance stack, including Sage Intacct, Coupa, Blackline, SAP Concur, and Avalara.
• Help configure and test MCP (Model Context Protocol) servers to connect our internal AI/LLMs with Finance workflows.
• Set up SFTP connections and manage REST API calls to ensure different finance applications share data correctly.
• Provide technical troubleshooting during month-end close to help the team resolve system issues and meet deadlines.

Finance Systems Intern

Manager

• Own the sustainability reporting process, including data collection, validation, reconciliation, and collaboration on our annual sustainability report
• Manage and continuously improve operational processes and controls supporting sustainability data across environmental, social, and governance metrics
• Lead internal control design, documentation, and testing over sustainability data and reporting processes
• Serve as the primary point of contact for our external assurance providers, coordinating audit readiness and supporting the advancement of our assurance program from limited toward reasonable assurance
• Ensure compliance with applicable sustainability reporting frameworks and regulations, including California SB 253 and SB 261, GHG Protocol, and relevant voluntary frameworks
• Oversee and coordinate seasonal support resources during our peak reporting period
• Design, implement, and monitor internal controls over sustainability reporting, including documentation of control procedures and evidence standards
• Support readiness for expanded assurance engagements, including developing an understanding of ISSA 5000 and applying its principles to our reporting environment
• Identify control gaps and drive remediation efforts in partnership with internal stakeholders
• Partner with our cross-functional sustainability strategy team to ensure alignment between operational sustainability initiatives and disclosed metrics
• Work closely with Accounting and Sustainability leadership on complex technical matters, including environmental metrics and assurance strategy
• Flex to support financial reporting and technical accounting activities, including SEC reporting preparation and technical accounting research, particularly outside of peak sustainability reporting cycles
• Collaborate with our product team to provide subject matter expertise and feedback on sustainability reporting product features and roadmap development

Sustainability Reporting Manager

Recruitment

• Drive hiring execution for North America GTM teams, including Sales, Customer & Partner Experience, and Marketing, with flexibility to support other business areas as needed
• Build and maintain proactive talent pipelines for key business-critical roles and future hiring needs
• Leverage sourcing strategies, market research, and recruiting data to identify and engage top SaaS talent
• Partner closely with hiring leaders to align on talent strategy, hiring priorities, and market insights
• Support full-cycle recruiting activities including intake meetings, sourcing, screening, interview coordination, offer support, and candidate management
• Deliver a high-quality candidate experience through clear, timely, and transparent communication
• Use recruiting technology and tools effectively, including ATS and CRM platforms such as Workday and Gem
• Collaborate cross-functionally with People & Culture, Compensation, People Operations, and business leaders to drive hiring success
• Contribute to Talent Acquisition process improvements, operational excellence, and recruiting best practices
• Act as a brand ambassador for Workiva and help strengthen our employer brand across the North American talent market
• Foster an environment of integrity, inclusion, and fairness aligned with Workiva’s values

Sales & GTM Recruiter – 6 Month Fixed Term

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

Vice President

• Own and continuously mature the Technology and R&D planning and delivery operating model, spanning multi-year strategic planning, annual investment decisions, quarterly execution cycles, and release delivery
• Establish the PMO as a trusted strategic partner to Product, Engineering, and UX leadership, proactively shaping priorities and decisions rather than coordinating execution after the fact
• Drive prioritization and trade-off frameworks that balance customer value, business outcomes, capacity, and technical health
• Partner with business and GTM leaders on large, cross-company initiatives to ensure technology execution aligns with commercial objectives, regulatory commitments, and customer impact
• Elevate executive communication by translating complex delivery realities into clear, decision-oriented narratives for senior leadership
• Design, implement, and govern a lightweight, outcome-driven portfolio management approach spanning software engineering, platform, security, and infrastructure initiatives
• Lead portfolio-level planning, sequencing, and capacity alignment to ensure investments are clearly tied to strategic priorities and measurable outcomes
• Establish and maintain portfolio-level delivery confidence through clear sequencing, dependency management, and accountability for committed milestones across teams
• Provide executive-level visibility into progress, risks, dependencies, trade-offs, and resource allocation
• Oversee critical cross-functional programs such as major product launches, platform modernization efforts, enterprise transformations, and M&A integrations
• Build, coach, and scale a high-performing PMO organization with a culture of ownership, intellectual curiosity, and constructive challenge.

Vice President, Product and Technology PMO

Consultant

• Model the XBRL Mapping, utilizing the applicable Taxonomy, selecting the appropriate line item concepts, axis, and members
• Interpret guidance from the applicable taxonomy to determine accuracy of tag choice and ensure that extensions follow the relative intent of the taxonomy
• Tag the values in the companies’ Financial Statements and Notes, Financial Statement Schedules, and other information requiring tagging with the concepts identified
• Determine whether values are stated at a point in time (Balance Sheet), or over a period of time (P&L), and whether monetary values represent debits or credits
• Master the intricacies of financial reporting, spanning a range of vital components including stock-based compensation, fair value assessment, derivatives, pensions, income taxes, inventory valuation, investments, property, plant and equipment, comprehensive income, leases, revenue recognition, and the latest accounting standards
• Maintain knowledge of taxonomies, SEC regulations, emerging XBRL requirements, and accounting
• Map the Financial Statements and Notes, and Financial Statement Schedules to the appropriate XBRL taxonomy (GAAP, IFRS)
• Review the accounting policies, statements, notes, and schedules, and gain an understanding of the amounts presented to identify the related accounting standards concepts in the appropriate taxonomy
• Understand the industry accounting disclosures specific to company customers
• Maintain knowledge of taxonomies, regulations, and accounting standards' changes
• Stay current with industry trends, updates on accounting standards and regulatory requirements, identifying and apply new skills
• Collaborate with other internal teams, including Product Development, Sales, Marketing, and Learning & Development, to advance company training and standardize changes

SEC Reporting Consultant

Compliance

• Actively lead partnerships with traditional product marketers and cross-functional solution teams within the Industry Principal’s area of expertise
• Organize, coordinate, draft and execute thought leadership (in-person and virtual events, written content, internal trainings, social media, etc.)
• Actively guide and influence the identification and development of marketing strategies and campaigns
• Assist in conceiving, developing and producing marketing artifacts through strong professional expertise
• Build and maintain strong relationships with industry influencers, partners, and customers to gather feedback and understand pain points
• Stay informed of industry trends, competitive landscapes, and regulatory changes
• Support sales efforts as needed by joining sales meetings and lending perspectives

Industry Principal – GRC

• Oversee the tax staff while ensuring proper segregation of duties.
• Act as a dedicated mentor by providing employees with coaching, continuous feedback, and leadership development opportunities to elevate their skills and performance.
• Consult internally with business unit leaders and partner with cross-functional stakeholders, including Legal, SalesOps, Partnerships, Accounts Receivable, and FP&A.
• Exercise independent judgment and innovative thinking to develop long-term functional standards, policies, and procedures that shape the tax team's global approach and drive company success.
• Maintain ongoing vigilance over an expanding footprint of 90+ international markets and 15 entities.
• Direct and oversee the execution of all tax compliance and provision requirements.
• Perform detailed reviews of annual and interim global tax provisions, account reconciliations, and related financial statement disclosures.
• Partner closely with external tax advisors worldwide to ensure our tax positions maintain strict adherence to local regulations.
• Manage the review of tax guidance on critical growth initiatives, including expansion into new international markets.
• Execute SOX controls related to the tax areas, including preparation of supporting documentation and evidence of control operation.
• Actively pilot, evaluate, and embed AI tools into day-to-day tax workflows.

Senior Tax Manager

Systems Engineer

• Document detailed user stories, functional specifications, and acceptance criteria aligned with organizational data standards
• Collaborate with the GTM Systems delivery team to communicate requirements, validate solution architecture, and ensure alignment with stakeholder needs
• Lead the identification and resolution of highly complex, multi-faceted business challenges within the GTM ecosystem, architecting scalable solutions that support long-term growth
• Proactively determine the best methods and procedures for new projects, establishing standards for requirement gathering, documentation, and system configuration
• Conduct end-to-end impact assessments across the Lead-to-Cash process to identify downstream effects on Sales, Finance, Legal, and Customer and Partner Experience
• Maintain strong conceptual understanding of system configurations (product catalogs, pricing logic, data models, integrations) to bridge business and technical teams
• Define test cases and lead user acceptance testing

Lead Business Systems Analyst, GTM Systems

• Coordinate and schedule executive interviews, partnering closely with executive assistants and senior stakeholders to ensure alignment and a seamless experience
• Manage high-touch scheduling logistics across multiple time zones, balancing competing priorities and resolving conflicts with speed and discretion
• Serve as a primary point of contact for executive candidates, recruiters, and EAs, providing clear, proactive communication throughout the interview process
• Ensure a white-glove experience for executive candidates, anticipating needs and delivering a polished, detail-oriented process from start to finish
• Coordinate interview logistics, including agendas, materials, and stakeholder alignment to support effective and efficient interview days
• Arrange candidate travel as needed, including flights, accommodations, and itineraries
• Maintain accurate data and scheduling activity in Workday and Gem
• Identify opportunities to streamline executive scheduling processes and improve efficiency
• Support additional recruiting coordination and operational initiatives as needed

Executive Recruiting Coordinator – Contractor

Engineering Manager

• Lead and empower a squad of engineers
• Drive the evolution of our Service Platform, reducing cognitive load for hundreds of engineers
• Conduct cross-team outreach to proactively plan the team’s roadmap
• Interface with producing and consuming teams regarding asynchronous messaging
• Lead large-scale migration efforts aimed at reducing technical debt
• Collaborate to execute a product quality strategy and mitigate technical risks

Frontend Engineer

• Define and own the front-end architecture for AI-native product surfaces, including streaming interfaces, agentic workflows, and model-assisted UIs
• Collaborate with engineering, product, and platform teams to align on front-end standards and shared technical direction
• Mentor engineers and provide technical guidance to elevate front-end expertise across the organization