Workiva

Research Scientist

• Lead end-to-end research across the Financial Reporting product portfolio, from discovery through evaluative studies
• Design and execute qualitative, quantitative, and experimental research strategies that inform product direction, roadmap decisions, and customer value
• Partner with Product Management, Design, Engineering, and executive stakeholders to identify opportunities, reduce product risk, and translate findings into actionable recommendations
• Develop research methods for AI-powered experiences, including approaches for evaluating trust, usability, adoption, and human-AI interaction
• Help define evidence-based best practices for measuring AI feature effectiveness and advancing Workiva’s research practice
• Serve as the primary research partner for the Financial Reporting solution area and maintain continuity across ongoing and future initiatives
• Mentor teammates, share research best practices, and contribute to team rituals, readouts, and knowledge sharing
• Communicate findings clearly to technical and non-technical audiences and support research operations as needed

Senior UX Researcher

Solutions Engineer

• Execute a pre-sales framework to engage customers, prospects, and partners; drive the discovery process; and identify areas where Workiva solutions align to address customer/prospect needs
• 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, and present customer-specific business cases
• Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition
• Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
• Deliver cross-domain coaching, training, or mentoring to peers
• Demonstrate knowledge across multiple domains, industries, and departments

Solutions Consultant – Financial Services

Account Executive

• Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
• Partner with the Solutions Consulting Team to 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 Account Executive – Corporate Financial Services

Financial Planning and Analysis

• 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 Workiva’s Financial Reporting solutions - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
• Translate the specific needs of the Financial Services industry into Workiva solutions
• 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 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 – Financial Services

• Actively prospects 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
• Prioritizes selling activities and follows through in a timely fashion
• Maintains a strong knowledge of Workiva solutions through a commitment to ongoing training

Account Executive – State, Local & Education

Manager

• Lead and manage a team of climate consultants, ensuring high-quality service delivery and adherence to best practices in carbon accounting and sustainability consulting
• Oversee team performance, providing mentorship, training, and professional development to enhance technical expertise and consulting skills
• Drive accountability within the team for administrative, operational, and project-related activities
• Work closely with customers and partners to build strong relationships, mitigate risks, and resolve issues related to carbon accounting, climate strategy, and compliance
• Provide oversight and guidance on sustainability reporting frameworks, such as the Corporate Sustainability Reporting Directive (CSRD), Science-Based Targets Initiative (SBTi), and the Greenhouse Gas Protocol (GHGP)
• Ensure proper resource allocation to meet contracted service commitments and optimize team utilization
• Collaborate with internal teams, including product, sales, and customer success, to drive alignment on sustainability initiatives and services
• Support the continuous development and documentation of carbon accounting methodologies and best practices to standardize service delivery
• Contribute to thought leadership in carbon accounting and climate strategy through external engagements and internal knowledge-sharing initiatives

Manager, Climate Consulting

Product Marketing

• Shape and Execute the Market Narrative
• Develop differentiated positioning and messaging that clearly communicates the value of Workiva’s Sustainability Management solutions
• Shape how we engage sustainability, finance, risk, legal, and compliance buyers, translating complex regulatory, data, and reporting challenges into clear business value
• Translate platform capabilities, including AI-enabled innovation, into compelling narratives that resonate across campaigns, content, events, and sales conversations
• Bring Workiva’s point of view on sustainability management, connected reporting, ESG data governance, and regulatory disclosure readiness to life across marketing channels
• Partner with Product Management to understand roadmap priorities and translate capabilities into market-ready messaging, launch plans, and enablement
• Lead high-priority launches, campaigns, enablement, and market insights that strengthen Workiva’s sustainability position
• Enable Sales with tools, narratives, and insights that help accelerate pipeline, improve buyer engagement, and increase win rate
• Measure the effectiveness of go-to-market activities, using insights to optimize future launches, campaigns, and enablement

Senior Product Marketing 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

Associate Renewals Manager

Paralegal

• Support the preparation, drafting, review, and filing of the Company’s SEC filings, including Forms 10-K, 10-Q, 8-K, DEF 14A, annual report materials, registration statements, and related disclosure documents
• Support the end-to-end SEC filing process, including document compilation, preparation of support files, exhibit coordination, signature packets, internal review workflows, and final filing logistics
• Assist with preparation and coordination of annual meeting materials, director and officer questionnaires, proxy-related materials, and related governance and disclosure processes
• Coordinate, prepare, and file Section 16 reports, including Forms 3, 4, and 5, powers of attorney, beneficial ownership tracking, and related filing support
• Maintain the Company’s and Section 16 filers’ EDGAR Next accounts and related credentials, permissions, records, and processes
• Maintain compliance calendars, checklists, and internal procedures for periodic, annual, and event-driven reporting deadlines
• Maintain the Company’s governance policies, committee charters, corporate records, governance trackers, and related materials
• Prepare Board and Committee presentation templates and support the preparation, review, finalization, and distribution of Board and Committee materials
• Maintain calendars, trackers, and databases for Board and Committee meeting materials, approvals, action items, and related governance processes
• Support onboarding processes for directors and officers, including Forms ID, questionnaires, certifications, and onboarding materials
• Support the annual Board and Committee self-evaluation process
• Assist with internal and external audit requests, including preparation of audit response materials, production of meeting minutes, and coordination of supporting documentation
• Support subsidiary governance, corporate recordkeeping, and entity management matters, as needed
• Support administration of the Company’s securities trading policies, including trading preclearance requests, restricted trading lists, blackout communications, and employee questions
• Help maintain insider lists, training materials, FAQs, templates, and other resources related to securities compliance and public company obligations
• Respond to FINRA, broker, transfer agent, and other stockholder-related requests, as appropriate
• Support equity, stockholder, and beneficial ownership-related processes, including internal tracking, recordkeeping, and coordination with relevant stakeholders
• Draft, prepare, and coordinate correspondence, certifications, resolutions, consents, notices, and other legal and governance documents
• Maintain organized legal files, records, workflows, templates, and process documentation
• Identify opportunities to improve efficiency, quality, consistency, and scalability across securities, governance, compliance, and legal operations processes.
• Support other Legal Department projects and responsibilities, as assigned

Securities and Compliance Paralegal

Director

• Design and execute key strategic initiatives accelerating the execution of strategic objectives and business outcomes at scale
• Partner with cross-functional leaders to develop compelling business cases for change
• Improve collaboration, execution and visibility of cross-functional strategic initiatives
• Ensure end-to-end alignment of functional efforts with strategic operational objectives
• Reduce delivery timelines and ensure success of all approved initiatives directly or indirectly: exemplary initiatives may include items related to digital transformation, market and/or geographic expansion, commercial offerings, significant compliance & regulatory changes impacting operations, white-glove operations, innovative adoption deal mechanisms, and partnership opportunities
• Lead the management, implementation, and reporting of large cross-functional programs/initiatives by working across functional leaders to develop roadmaps, plans/timelines, and helping to determine resourcing decisions based on current and future needs
• Ensure global operations projects and initiatives are delivered on time, within budget and scope, while meeting privacy/security and regulatory standards
• Inspire, mentor, and lead a high-performing PMO team
• Define, articulate, and execute a cohesive vision for strategic initiative delivery
• Develop an organizational capacity planning model to enable strategic decision-making and prioritizing
• Develop key operational tools (dashboards, roadmaps, resource planning) across operational initiatives to ensure resources are focused on efforts with highest impact and value
• Maintain a firm understanding of all programs at a high level—working with the PMO team to mitigate risks, triage issues, and generally problem-solve. Act as an escalation point for the PMO team
• Develop executive-level reporting regarding status and risks across programs

Senior Director, Enterprise PMO

Inside Sales

• Build a strong, sustainable organization with high levels of employee engagement by attracting and developing superior talent and rewarding superior performance of teams and individuals
• Develop a team of sales representatives through regular coaching and knowledge sharing, giving feedback and career development opportunities, and fostering a positive and collaborative team environment
• Help the team achieve quarterly pipeline targets, bookings targets, and sales accepted opportunities by driving the value of Workiva’s platform with current customers and new logos
• Ensure team members have specific direction on building a qualified pipeline within new customers and existing accounts
• Communicate and liaise with leaders and peers to win together in a matrix organization
• Identify knowledge gaps on the team and provide training when and where appropriate
• Maintain a high level of communication with Senior Directors of Sales Development to stay abreast of continually changing focus to meet the needs of the sales organization and Workiva
• Navigate internal departments and foster cross-functional relationships to drive alignment with global strategies and programs
• Establish strong relationships with sales managers and ensure TDRs on the team are having weekly 1:1’s with each Account Executive they support
• Develop and implement go-to-market strategies that align with market trends and customer needs
• Understand customers' needs to effectively help the team navigate complex sales cycles and provide actionable customer insights
• Establish and maintain strong working relationships with internal and external stakeholders and leadership
• Collaborate with product marketing, sales, and finance to leverage data and metrics to inform selling strategies and decision-making
• Identify and execute on areas of opportunity for process improvement within industry best practices
• Leverage data and metrics to perform sales forecasting and pipeline management

Manager, Inside Sales – Financial Services Preferred

• Actively seek sales opportunities in collaboration with peer Sales teams, Inside Sales and Partnerships to generate qualified opportunities
• Utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform, creating a customer belief in the necessity of Workiva solutions
• Skillfully address objections, removing obstacles to gain commitment, solving various client problems with the best possible solution
• Lead the sales process naturally - guiding it to closure 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

Senior Account Executive – Strategic Commercial Acquisitions

• Administers and maintains the company’s health, welfare, and retirement benefits programs across the Americas region, including group medical/dental/vision, life insurance, disability, retirement savings, and time-off policies
• Oversees the annual open enrollment process, wellness initiatives, ACA reporting, non-discrimination testing, and 401(k) plan administration for ~2,000 domestic employees
• Manages the end-to-end interactive process for ADA/accommodations, partnering closely with Legal, People Business Partners, and People Services Team to ensure compliant, compassionate outcomes
• Holds carriers and TPAs accountable to rigid SLAs

Benefits Manager

• Own the delivery of contracted services to customers and partners, ensuring projects move efficiently from concept to high-impact reality.
• Perform deep discovery sessions to understand business requirements and create solution designs that achieve clear outcomes within the platform.
• Directly interface with delivery partners, guiding them through complex architectural choices to protect solution quality and ecosystem readiness without taking over core partner ownership.
• Participate in leading and mentoring peers as well as Associates, actively assisting with onboarding and driving ongoing internal training efforts.
• Partner with cross-functional teams to validate scoping, showing the confidence to constructively challenge poor design choices from partners or customers to protect downstream stability.
• Maintain and enhance advanced knowledge of financial, risk, or operational reporting using the platform through a strong commitment to ongoing training.
• Integrate intelligent tools and AI-assisted workflows into your daily routine to minimise menial, repetitive admin tasks and focus on high-value advisory.

Solutions Architect – Sustainability

• 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