Workiva

Learning and Development

• Provide support to the Creative Operations team on creative and enablement projects
• Assist with Highspot clean-up and audits of lessons, courses, and learning paths to ensure accuracy and consistency
• Produce effective sales training materials that meet audience goals and objectives
• Design and develop instructional content using a variety of creative tools with supervision as needed
• Edit video, audio, and visual content for use in training and sales enablement materials
• Consult with stakeholders from pre-production through post-production to align content with learning objectives
• Support content organization and updates within the LMS and Highspot, tracking progress and usability

Instructional Design Intern

Content Marketing Manager

• Optimize, refresh, and retire content as part of ongoing audit work
• Formalize, refine, and add to the team’s AI prompt library to improve efficiency
• Support monthly newsletter writing, compilation, and distribution
• Assist with podcast projects, including writing episode summaries and building resource/YouTube pages
• Take on day-to-day content tasks to free up team members for more strategic campaign work

Content Marketing Intern

Customer Success Manager

• Create and implement customer documents using industry-leading software
• Collaborate with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering, and Finance
• Apply XBRL tagging information to financial statements and statement footnotes
• Tie-out XBRL tagging information within financial statements and statement footnotes to ensure accuracy prior to filing deadline
• Provide exceptional customer service to internal and external customers

Summer Intern – Customer Success

Product Marketing

• Compile analyses and financial models on customer trends and historical data to support decision-making
• Lead the development and execution of ad-hoc analysis to support data-driven pricing initiatives
• Conduct periodic analysis on the performance of existing products (e.g., pricing, adoption trend, usage)
• Quantify and estimate market sizes, identifying key players and market trends
• Design new creative analytics and visualizations to help senior management gain deeper insights into performance
• Perform in-depth analysis of go-to-market performance (win / loss analysis, etc.) to identify areas for improvement
• Support the development and curation of marketing collateral by conducting research

Product Marketing Intern

Marketing

• Assist with managing digital paid media channels and campaign launches
• Support optimizations and bidding management in collaboration with the activation team
• Monitor performance metrics and maintain reporting dashboards
• Contribute to ongoing analysis to identify opportunities for improved ROI

Marketing Intern

Communications

• Support the organization of events such as quarterly sales meetings, new hire trainings, and certification trainings
• Assist in compiling usage reports, track course completions, and content usage
• Import, update, and track LMS learning modules
• Research new training techniques
• Assist with coordination of sales quarterly meetings
• Work closely with other teams in the company including legal, marketing, and sales operations to build relationships and learn industry standards

Sales Communications Intern

• Compile analyses and build financial models on customer trends and historical data to support product decision-making
• Lead and execute ad-hoc analyses to support data-driven initiatives and strategic projects
• Conduct performance analysis of existing products, including pricing, adoption, and usage trends
• Contribute to quarterly planning by helping define forward-looking product strategies
• Quantify and size markets, identifying competitors, key players, and market trends
• Design creative analytics and visualizations to provide deeper performance insights for senior management
• Perform go-to-market performance reviews, including win/loss analysis, to identify opportunities for improvement
• Develop templates, tools, and communications to drive consistency in GTM processes, deliverables, and stakeholder alignment
• Identify gaps in GTM deliverables or needs and propose practical solutions
• Support the creation and refinement of marketing collateral through research and content curation
• Build strong working relationships with sales, pre-sales, product management, enablement, services, customer success, and cross-marketing teams

Product Marketing Intern, MBA

Product Manager

• Learn and support how customer research is conducted to understand user needs and pain points
• Analyze customer usage data to make data-driven decisions under the supervision of senior product managers
• Build strong working relationships within the product development team and with other product managers
• Contribute ideas to product development
• Serve as an advocate for your customers and uphold a high standard for building a high-quality product

Product Management Intern

• Drive customer adoption of Workiva solutions
• Ensure continuous ROI to your customers
• Consult on best practices, workflows, and management business reviews
• Develop multi-purpose relationships throughout customer organizations
• Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution
• Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans
• Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams
• Work with Sales to understand the details of upcoming renewals
• Teach customers how to use the Workiva Platform
• Use customer management tools to track customer communication, issues, and metrics

Customer Success Manager, Spanish Speaker

Account Executive

• Actively seek out sales opportunities at within existing customer accounts 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 in partnership with our Solutions Consulting team
• 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 Solutions Sales Executive – Capital Markets

Machine Learning Engineer

• Contribute to Workiva's data scientists' efforts within the Data Management and Analytics organization
• Participate in discovery, requirements gathering, and prototyping of new tools and libraries
• Implement tooling and features to support machine learning model development and deployment under the direction of a full-time Machine Learning Engineer
• Participate in code reviews
• Implement and update tests (unit, integration)

Machine Learning Intern

Full-stack Engineer

• Implement developer tools or product features under the direction of a senior developer
• Track job assignments and complete status updates using internal tools
• Work in an Agile development methodology, attend standups, define user stories, and implement development tasks
• Complete code reviews and unit tests

Software Engineering Intern

Affiliate Manager

• Maintains a detailed knowledge of Workiva products and the impact they can have on our customers and partners
• Works cross-functionally within CPX and across Workiva
• Utilize JIRA, Zendesk, Gainsight and Salesforce.com for customer and partner account and user management
• Publish and moderate the digital customer communication experience
• Triage customer feedback and collaborate with teams to address issues
• Assist on various CPX strategic initiatives, projects, and tasks

CPX Coordinator – Customer & Partner Experience

Support Engineer

• Provide technical and functional expertise to customers through phone, chat, and ticket management
• Manage customer inquiries within expected time frames, escalating only when necessary
• Maintain professionalism and establish positive rapport with customers
• Troubleshoot customer issues using application knowledge, experience, and self-guided research
• Resolve complex customer issues independently or with minimal assistance
• Link, author, and edit content in Workiva’s knowledge base to enhance customer self-service resources
• Accurately capture ticket notes, document activities, and manage tickets for clarity and actionability

Associate Product Support Engineer

• Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
• Utilise 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