Workiva

Customer Success Manager

• Build trusted advisory relationships with C-suite IT and business executives, positioning Workiva as a strategic platform that modernizes and governs their end-to-end reporting, risk, sustainability, and assurance workflows.
• Lead strategic customer engagements, including executive business reviews, roadmap alignment sessions, and value storytelling at the enterprise level.
• Act as executive sponsor for top accounts, guiding strategy and value realization, championing long-term “art of the possible” platform vision, and actioning risk.
• Own renewal forecasting cadences and read-outs, account-level revenue health, and the portfolio-level pipeline for GRR/NRR outcomes.
• Establish a rigorous renewal governance model, including prediction frameworks, risk scoring, early warning signals, and monthly operational reviews.
• Partner with Sales to ensure alignment on renewal strategy, value proof points, and expansion pathways.
• Architect and scale an engagement framework grounded in proactive lifecycle plays that improve adoption, usage depth, and long-term value.
• Guide customers in building Centers of Excellence (COE), governance frameworks, resource models, and cross-functional operating rhythms that support platform expansion.
• Develop value-centered roadmaps that align Workiva’s platform capabilities to enterprise transformation initiatives and multi-year business outcomes.
• Lead a team of CSMs and Success Specialists with clarity, accountability, and rigorous, structured operating cadences.

VP of Customer Success

Engineering Manager

• Lead, mentor, and develop a team of machine learning and software engineers focused on building the intelligent backbone of the Workiva AI platform.
• Provide hands-on coaching, performance feedback, and growth opportunities for engineers at varying experience levels.
• Foster a collaborative, inclusive, and high-ownership team culture grounded in trust, accountability, and continuous improvement.
• Collaborate closely with Product, Program Management, UX and UXR to lead and develop engineers in owning development, maintaining AI & ML infrastructure, and seamlessly integrating Generative AI and Machine Learning features into products.
• Work with internal engineering teams and developers to understand integration needs and remove friction.
• Communicate complex technical issues to both technical and non-technical audiences effectively.
• Oversee the design, implementation, and maintenance of foundational AI/ML services.
• Guide architectural decisions to ensure platform scalability, reliability, and alignment with Workiva’s long-term technical vision.
• Ensure engineering best practices around security, testing, operational excellence, and documentation.
• Drive improvements in latency, service availability, developer experience, and integration usability across internal and external interfaces.
• Maintain high service availability and performance across various ML services.
• Champion observability, incident response readiness, operational improvements and managing team’s support rotations.
• Reduce complexity through simplification, automation, and thoughtful system design.

Engineering Manager – AI/ML

Financial Planning and Analysis

• Monitor, maintain, and enhance systems to ensure optimal performance
• Review system performance consistently, including alerts and notices, and taking appropriate action quickly to prevent downtime
• Install, configure, upgrade and maintain end user computing and telecommunication systems.
• Assist the Operations team through various activities, such as facilitating change management meetings, assembling knowledge documents and helping with operations projects

Finance Systems Intern

Manager

• Lead a team of Solution Consultants to support the Workiva sales groups to meet their solution needs
• Provide employees with coaching, feedback, and developmental opportunities to enhance their skills, motivation, and performance
• Match staff skills and talent to tasks to ensure optimal engagement and performance
• Ensure effective alignment of resources and skill sets within the assigned sales territory
• Establish and maintain relationships and effectively communicate with customers, business unit leaders and senior management to raise visibility and ensure collaboration
• Develop working knowledge of industries and use cases where the Workiva Platform can have an impact
• Provide support for all sales activities including needs analysis, discovery, product demonstrations and alignment to customer goals as a player/coach
• Participate in strategic projects that further the Solution Consulting organization and ensure successful delivery of proof of concepts and guided trials

Manager, Solution Consulting

Solutions Engineer

• Lead a team of expert Solution Consultants across the DACH region
• Translate the Workiva platform into compelling value for customers
• Guide the team on best practices in technical and business acumen
• Act as a strategic partner to sales & GTM organisation
• Develop and execute a strategic vision to align cross-functional teams
• Contribute to development of strategies, tools, and metrics for organizational growth
• Foster technical thought leadership in architecture, processes, and operationalization
• Maximize team potential to support Workiva's sales objectives
• Oversee recruitment and performance management
• Create and optimize processes, metrics, and infrastructure to enhance productivity
• Provide comprehensive presales support for all sales activities
• Collaborate with product engineering and product marketing teams

Senior Manager, Solution Engineering – German Speaker

Security Operations

• Lead and coordinate responses to security incidents, including ransomware, host compromise, credential and account compromise, phishing, insider threats, third-party risks, and data spillage while collaborating closely with information security leadership, business stakeholders, and the rest of the incident response team
• Produce clear, accurate incident documentation and post‑incident analysis focused on root cause and measurable improvement
• Participate in incident response tabletop exercises to identify gaps, enhance skills, and engage stakeholders; review technical reports from vulnerability and penetration testing assessments to identify potential exposure to future incidents
• Improve Security Operations practices by contributing to the development, refinement, and maintenance of SOC procedures, playbooks, policies, and guidelines
• Assess the effectiveness of security controls and technical risks across hosting environments, and communicate findings clearly to both technical and non-technical stakeholders
• Own and act as a subject matter expert for one or more core security tools or platforms, ensuring data quality, reliable operation, and effective use.

Senior Security Operations Engineer

Marketing

• Develop and execute global marketing strategies that engage target accounts.
• Manage and support the execution of multiple campaigns simultaneously by implementing tailored strategies and tactics across both customer acquisition and expansion efforts
• Lead the account qualification and selection process using intent data and propensity modeling.
• Collaborate with Product Marketing and cross-functional teams to create impactful content and messaging for target accounts across various channels, including email, digital platforms, field events, and more
• Work closely with sales teams to ensure alignment on target accounts, coordinate sales enablement materials, and facilitate a smooth handoff and successful progression of qualified accounts
• Report on each ABM campaign outcomes, tracking key performance indicators (KPIs) such as pipeline generation, bookings, revenue impact, engagement metrics, funnel progression, and deal velocity
• Utilize ABM platforms, marketing automation, CRM, and other relevant tools to monitor campaign performance, derive insights, and recommend campaign optimizations
• Stay current on industry trends, best practices, and emerging technologies in ABM to continuously innovate and improve strategies

Senior Account Based Marketing Manager

Sales Development Rep

• Partner closely with Account Executives to develop an 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 cold-calling, outbound prospecting, networking, email, e-marketing, campaigns, and social outreach
• Qualify leads and 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, Customer Relationship Management (CRM) maintenance, correspondence, and communications)
• Drive attendance to various events (webinar, 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
• Meets or exceeds quarterly, monthly, or quarterly goals and metrics

Sales Development Representative

• Drive product adoption and growth motions at Workiva
• Work directly with customers to enhance their experience and build successful reference accounts
• Collaborate with internal teams to monitor satisfaction, deliver programs, and act as a liaison for platform deployment
• Define success for our solutions in financial reporting and GRC
• Review customer accounts and collaborate across internal teams to address platform needs and technical troubleshooting
• Analyze customer renewal likelihood and help manage risks to mitigate churn
• Interpret customer satisfaction metrics and develop strategies to improve them
• Define new product insights and metrics that drive organizational decisions
• Represent Customer Success within Product Development to ensure new features add customer value
• Scale emerging solutions and challenge current operating methods to improve customer satisfaction
• Partner with leadership to drive decisions impacting the product and customer experience
• Align with global teams to ensure best-in-class product success processes
• Enable Customer Success teams to deliver meaningful value to customers
• Enable customers and internal teams on the benefits of new product releases

Product Success Manager, Financial Reporting – GRC

Director

• 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 deliver strategic account planning with purposeful action to secure sales success
• 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 - including serving as a mentor to peers

Enterprise Client Director

Account Executive

• 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

Program Manager

• Triage and follow-up on inbound requests
• Complete ad hoc reporting and analysis
• Execute Salesforce.com testing & coordinate with stakeholders
• Create and maintain documentation of current state and future state processes
• Create and maintain team and/or project pages in Wiki/Confluence
• Participate/Lead special projects as assigned

Summer 2026 Intern – Sales Program Management

Recruitment

• Leverage sourcing and recruitment tools to learn how to identify and recruit top talent
• Partner with recruiters to learn how to review resumes and credentials for appropriateness of skills, experience, and knowledge in relation to position requirements
• Create and foster relationships with colleges and diverse professional organizations to attract and engage students, alumni, and diversity candidates
• Partner to continue to enhance our Early Career and Internship programs through various project and research based work
• Manage and coordinate communication with candidates and team members

Talent Acquisition Intern

Operations

• Translate technical scenarios into clear, compelling stories for a broader audience
• Assist in the creation and execution of software demonstrations showing different use-cases and contexts
• Collaborate cross-functionally to understand capabilities, impacts, and customer journey
• Support the Sales team as needed
• Assist Client Services and Customer Success teams to provide support for customer onboarding as needed

Intern – Demo Operations

Account Manager

• Support the partnerships team in data collection and interpretation to drive efficiency
• Provide project management support during the launch of the redesigned Partner Program
• Ensure Salesforce CRM and Crossbeam data accuracy at the account and deal level
• Contribute to lifecycle and automation functions, order generation, and daily operations
• Collaborate with cross-functional teams, including EMEA and APAC, to coordinate partnership opportunities
• Build relationships across the organization and support the Alliance Director as needed