Workiva

Operations

• Provide expert technical guidance and direction to an offshore contract team to ensure high-quality execution of platform operations, automation, and reliability projects.
• Own the operational health and performance of the data platform.
• Lead and drive incident response and management for platform-related production issues.
• Design and implement monitoring frameworks to govern service-oriented architecture (SOA) efficiently and intelligently.
• Reduce operational toil by building self-service workflows, "guardrails," and infrastructure-as-code (IaC) solutions.
• Managing the "traffic control" of data tasks (using tools like Airflow, Dagster, or Prefect) to ensure complex dependencies are handled efficiently.
• Ensuring the right people have access to the right data (RBAC - Role-Based Access Control) without slowing down the business.
• Building automated "circuit breakers" that stop data from reaching the warehouse if it doesn't meet quality standards.
• Partnering with Legal/Security teams to ensure data handling meets GDPR, CCPA, or industry-specific regulations (HIPAA, SOX).
• Managing the cloud budget (Snowflake/BigQuery/Databricks costs) and predicting how much compute power the company will need as data volume grows.
• Translating technical constraints into business impact.

Senior Lead, Data Operations

Analyst

• Lead pre-sales discovery sessions to uncover client business objectives, define the problem statement, and establish clear, feasible project requirements
• Architect comprehensive Statements of Work (SOWs) that translate client business needs into executable project plans
• Treat scoping as a strategic bridge between Sales and Delivery
• Act as the strategic liaison between Sales, Legal, and Delivery teams during contract negotiations
• Leverage your knowledge of the Workiva platform to validate technical solutions within the scoping process
• Validate and endorse technical solutions within proposals to ensure alignment with the initial implementation strategy
• Continuously improve Scoping techniques and tools to support increasingly complex global projects

Senior Scoping Analyst

Full-stack Engineer

• Design, build, and scale backend services in Java, integrated with OpenSearch
• Develop indexing strategies, schema mappings, and optimized query patterns for large datasets
• Support Workiva’s GenAI and RAG endpoints, enabling semantic and natural language search features
• Leverage AWS cloud infrastructure and Kafka event streaming for scalable systems
• Monitor, tune, and debug search infrastructure for performance, reliability, and accuracy
• Partner with cross-functional teams to deliver search-driven features that meet customer needs
• Provide mentorship through code reviews, technical guidance, and collaboration
• Lead well-scoped projects, define milestones, and improve team processes

Senior Software Engineer – Search

Consultant

• Execute enterprise 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 - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
• Partner with sales in territory planning 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 working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success
• Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition
• May begin to deliver cross-domain coaching, training, or mentoring peers
• Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals

Senior Solution Consultant – Corporate Commercial

Artificial Intelligence

• Architect and lead the implementation of automated control frameworks
• Develop and operationalize the governance framework for internal AI usage
• Transition fractured, manual ITGCs into the centralized Common Control Framework
• Serve as the technical lead for internal and external audits
• Define and report on key risk indicators (KRIs)

Principal, Enterprise Trust & AI Governance

Product Manager

• Lead the roadmap for product releases platform innovation, translating ambiguous customer input, market trends and emerging technologies into focused bets with clear success metrics (adoption, quality, and ROI)
• Lead the integration of AI-driven capabilities into 0→1 and 1→N features, focusing on document intelligence and assistive user experiences
• Meet with strategic customers to identify needs, validate features, and ensure development is on track
• Foster a culture of evidence-based decision-making through experimentation frameworks and human-in-the-loop feedback
• Research competitive solutions and the broader technology landscape to identify new solution opportunities, markets, and use cases
• Hire, coach, and develop a high-performing team of Product Managers
• Inform internal stakeholders of product strategy and goals, ensuring their input is considered in the broader ecosystem

Director of Product Management, Growth

Director

• Build & Scale Analytics Capabilities Across Workiva
• Grow and scale a world-class decision science function—defining the capability roadmap, tooling standards, and operating model that compound in value over time
• Introduce and embed state-of-the-art analytical capabilities, including Snowflake Cortex, LLM-assisted analysis, AI-powered self-service insights, and modern MLOps practices, into the team's everyday workflow
• Oversee the full model lifecycle—from development and validation through deployment, monitoring, and optimization—ensuring analytical products stay accurate and impactful over time
• Establish a culture of analytical excellence, curiosity, and continuous learning—where the team is always pushing the boundaries of what's possible with data
• Recruit, develop, and retain exceptional talent across data science and BI disciplines, building a team that is both technically elite and business-savvy
• Define and lead the Data Science and BI strategy and roadmap, ensuring alignment with company priorities and measurable business outcomes
• Drive Business Impact Through Insights
• Partner deeply with Sales, Product, Customer Success, Marketing, Finance and other business teams to influence functional strategies and operations through rigorous, data-backed recommendations
• Translate complex, ambiguous business problems into structured analytical approaches—guiding teams to deliver high-quality, decision-ready insights that move the needle
• Present data-driven recommendations to senior and executive leadership, shaping strategy through compelling narratives that connect analysis to outcomes
• Drive an agile, iterative delivery process, breaking complex initiatives into executable components and continuously improving based on stakeholder feedback
• Accelerate Workiva’s Enterprise Data Strategy
• Partner with leaders in Data Platform, Data Product Management, and Data Governance to co-develop and execute Workiva's Enterprise Data Strategy
• Champion the design and governance of a standardized, company-wide metrics framework—ensuring consistency, integrity, and alignment across all business functions
• Act as a thought leader and strategic advisor on AI/ML and advanced analytics, elevating data maturity across the organization and influencing how the company thinks about data as a strategic asset
• Collaborate with Data Engineering and Analytics Engineering to design scalable data assets, metrics, and features that meet evolving business and analytical needs
• Uphold data ethics, compliance, and responsible AI standards — promoting transparency, fairness, and trust in all analytical initiatives
• Elevate Self-Serve and BI Capabilities
• Drive the evolution of Workiva's BI and self-service capabilities—moving from static reporting to AI-powered, decision-ready intelligence accessible to all business users
• Establish and maintain best practices in metrics design, model reproducibility, experimentation, and data governance
• Communicate clear, actionable insights to both technical and non-technical audiences, tailoring messages for maximum impact at every level of the organization

Director of Decision Science

Machine Learning Engineer

• Architect and deliver cutting-edge ML solutions using MLOps and best practices
• 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
• Provide technical leadership, mentor less experienced ML engineers and scientists, and define team best practices and processes
• Lead in the ML space by introducing new technologies and techniques, and applying them to Workiva's strategic initiatives
• 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)

Staff Machine Learning Engineer

Business Development Rep

• Provide extensive research and intelligence within target accounts to identify key contacts and critical account information through people mapping exercises and developing value pyramids
• Prospect into target Fortune 1000 accounts via strategic networking, email, e-marketing, campaigns, and social outreach
• 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 and advantages to decision makers and influencers across multiple business disciplines, understanding negative consequences and positive business outcomes of strategic accounts.
• Understand global personas in the offices of: Financial Transformation, Accounting, Finance, IT, and Sustainability Reporting
• Drive attendance to various events (webinars, roadshows, Amplify, conferences, etc.), and provide post-event follow-up, as well as create unique events in territory that result in Qualified Pipeline
• Develops and maintains a current understanding of Workiva’s latest product offerings and competitive product/ market knowledge
• Partner closely with Account Executives to develop ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals
• Meet or exceed quarterly goal for number of opportunity targets, revenue, and weekly/monthly performance activity indicators
• Maintain active engagement with existing customers & non-customers to increase interest in additional uses for the Wdesk platform by understanding their key initiatives and pain points
• Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications)

Account Development Representative

Security Engineer

• Own and drive the end-to-end product strategy for a paid Platform Security offering.
• Define vision, roadmap, and success metrics for capabilities including BYOK, HYOK, audit logging, and related security features.
• Identify market opportunities and customer needs to shape a differentiated enterprise security product.
• Lead product development from ideation through launch and scale, partnering closely with engineering to deliver secure, scalable, and performant solutions.
• Make principled tradeoffs between speed, risk, and long-term platform integrity.
• Act as a thought leader across the platform organization, driving improvements in authentication, authorization, multi-tenant architecture, and organization management.
• Influence platform standards, patterns, and best practices.
• Work directly with enterprise customers to understand security requirements and validate solutions.
• Partner with internal solution/product teams to ensure platform capabilities meet downstream needs.
• Partner with Sales and Marketing to define packaging, pricing, and positioning for the security offering.
• Enable Sales through clear value propositions, messaging, and supporting materials.
• Drive successful product launches and adoption strategies.

Principal Product Manager – Platform Security

Financial Planning and Analysis

• 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
• Maintain an atmosphere of respect, mutual support, flexibility, continuous learning, and fun
• 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 SE organization and ensure successful delivery of proof of concepts and guided trials

Manager of Solution Consulting – Financial Services

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 partner with Solution Consulting Team 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

Senior Account Executive – Corporate Financial Services, New Customer Acquisitions

• 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 partner with Solutions Consulting Team 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

Account Executive – Corporate Banking

Data Scientist

• Lead the end-to-end design of sophisticated analytical frameworks
• Act as a "data scout," identifying latent patterns and business risks before they reach the executive radar
• Lead the design and evolution of our next-generation self-service data products
• Craft and deliver compelling narratives to the Executive Leadership Team (ELT)
• Serve as a trusted advisor to senior leaders
• Bridge the gap between disparate business units to create a "single source of truth"
• Set the gold standard for data integrity, security, and documentation
• Pioneer the adoption of new BI tools, ML integrations, and analytical methodologies