Workiva

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.) both individually and in concert with other subject matter experts to advance awareness, credibility, and progress Workiva prospects as an influencer
• Actively guide and influence the identification and development of marketing strategies and campaigns, and coach traditional marketing team members to demonstrate comprehension of relevant personas and the "status quo" pain points of their roles.
• Assist in conceiving, developing and producing marketing artifacts through strong professional expertise
• Driving customer persona training and understanding of how common technology is used
• Leveraging practitioner insights while Interfacing with and supporting product and product roadmap development
• Build and maintain strong relationships with industry influencers, partners, and customers to gather feedback, understand pain points, and drive product enhancements.
• Stay informed of industry trends, competitive landscapes, and regulatory changes to identify opportunities and threats and translate these insights into actionable marketing plans and opportunities for Workiva
• Support sales efforts as needed by joining sales meetings and lending perspectives on pricing and solution licensing, and identify trends and opportunities for broader sales enablement training or sales process adjustments.
• Share opinions and perspectives as needed within the Industry Principal’s relevant practitioner expertise and identify areas where organizational training is needed
• Consult with Workiva team members as needed to support understanding of Workiva customers and the technology they use while identifying potential Workiva solution gaps and expansion opportunities

Industry Principal – Governance, Risk & Compliance (GRC)

Chief Marketing Officer

• Define and evolve the GTM strategy for Workiva’s sustainability solutions, aligning customer needs, regulatory drivers, and business priorities
• Make informed tradeoffs and prioritization decisions to focus GTM efforts on the highest-impact opportunities
• Lead ongoing customer and field research to understand workflows, buying triggers, objections, and unmet needs across sustainability, finance, and assurance stakeholders
• Synthesize insights from customer interviews, win/loss analysis, field feedback, and regulatory developments into actionable GTM recommendations
• Develop differentiated solution positioning and messaging across sustainability, carbon, and adjacent platform capabilities
• Partner with Product to translate customer, field, and regulatory insights into roadmap influence, shaping feature prioritization and sequencing to maximize GTM impact
• Define launch narratives, messaging frameworks, and success criteria in partnership with Product, Revenue Marketing, and Sales Enablement
• Partner closely with Revenue Marketing, Demand, and Sales Enablement to ensure GTM strategy is translated into effective market activation
• Lead rapid experimentation to test messaging, value propositions, and GTM plays across sales and marketing channels
• Contribute to thought leadership through webinars, blogs, presentations, customer stories, and industry events
• Support analyst and customer engagements with strong narratives and market insight.

Product Marketing Director – Sustainability Solutions

Accounting Manager

• Oversee revenue accounting policy for continuous improvement under ASC 606 & ASC 340
• Lead strategic initiatives, drive implementation, and participate in cross-functional projects and system enhancements
• Reviews and concludes on complex transactions for appropriate accounting treatment
• Cross-functional collaboration with sales operations, product, marketing, legal, corporate accounting, and other business/operational groups to understand and resolve complex and ambiguous issues identified in reviews of business model and revenue arrangements
• Partner with IT and Finance Transformation teams and leverage AI-driven tools to deploy automations for high-volume, repeatable tasks such as contract data extraction, billing reconciliation, and data validation between the CRM and ERP
• Reviews Month/Quarter/Year-end accounting close for critical accounting matters, assist the disclosure analysis, and communicates results to management
• Identify and lead initiatives to automate routine revenue accounting tasks, reducing manual intervention and shortening the month-end close cycle for revenue recognition
• Evaluate existing manual revenue workflows and redesign them into automated models to support the increasing complexity of new SaaS business models
• Collaborate with Internal Audit and External Auditors around key control documentation and evidence compliance requirements
• Contributes to team effort by accomplishing other tasks as needed and other projects as assigned
• Demonstrates and applies strong accounting knowledge, acumen, and advanced technical expertise
• Build and maintain a positive environment to train and develop team members to foster an understanding of broad Revenue Accounting principles, policies, procedures, and systems, with a high level of customer service focus

Revenue Accounting Manager

Recruitment

• Own and execute complex, high-priority searches (including Executive Search Strategy development, candidate profiling, market mapping, and successful close).
• Utilize advanced Direct Sourcing methodologies, competitive intelligence, and networking to identify and engage passive, top-tier executive talent.
• Act as a strategic consultant to C-suite and Senior Executive Leadership, collaborating closely with People Business Partners, Compensation, and Finance to align resources and develop sophisticated, data-driven strategies necessary to secure top executive talent.
• Conduct thorough, competency-based interviews and assessments to evaluate a candidate's experience, potential, and cultural alignment with Workiva’s values.
• Lead the strategic negotiation and closure of executive offers, crafting compelling and intricate compensation and equity structures necessary to acquire top-tier leadership.
• Maintain deep, continuous knowledge of the executive talent landscape, Talent Mapping, competitor activity, and Executive Compensation trends.
• Deliver a world-class, confidential, and professional experience for every executive candidate, serving as a primary steward of the Workiva Employer Brand and Value Proposition.

Senior Executive Recruiter

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
• Skilfully 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

Customer Success Manager

• Customer Onboarding and Early Engagement: Collaborate closely with customers and partners to define key business outcomes (PBOs) and success metrics, facilitating quick wins and showcasing the value of Workiva from the start
• Customer Success Strategy: Develop and execute Customer Success Plans that ensure customers achieve key milestones early in the journey. Leverage playbooks to ensure consistency across customer engagements
• Strategic Guidance and Partner Collaboration: With partner-led implementations, build and maintain strong relationships with partners, ensuring alignment with customer success objectives and facilitating smooth coordination between internal teams
• Cross-Functional Collaboration: Advocate for customers internally by working with Workiva teams (Partner experience, Solution consulting, Customer Success, Professional Services) to enhance customer experiences
• Customer Graduation to CSM: Work closely with customers to assess their readiness to transition to a CSM, ensuring smooth handoffs and continuous engagement post-onboarding. Create structured documentation and transition materials for downstream CSMs, reducing friction and duplication of effort
• Customer Advocacy: Identify risks and proactively take appropriate actions to manage and/or escalate to an efficient resolution
• Record keeping and Data: Maintain accurate records in customer engagement tools (e.g., Salesforce, Gainsight) to ensure visibility and continuity across the customer journey

Customer Success Architect – Italian Speaker

General Counsel

• Draft, structure, review, negotiate, and manage a broad range of complex commercial agreements, including SaaS subscription contracts, strategic partnerships, NDAs, data protection agreements, AI addendums, content licenses, and vendor or supplier agreements
• Lead end-to-end negotiation processes independently, balancing legal risk with strategic business goals to successfully close high-impact deals
• Advise internal stakeholders on key legal and business issues related to cloud-based software agreements, including information security, IP ownership, data privacy, AI considerations, warranties, indemnities, and revenue recognition
• Translate complex legal and regulatory requirements into clear, business-ready guidance for executives and operational teams to support compliant and practical decision-making
• Collaborate cross-functionally with internal teams, demonstrating a collegial, solutions-oriented approach that promotes trust, inclusion, and partnership across all levels of the organization
• Support and enhance legal operations by improving contracting workflows, processes, and systems for greater efficiency, transparency, and scalability
• Communicate clearly and effectively in both written and verbal form, simplifying complex legal concepts for non-legal audiences and ensuring alignment across stakeholders
• Uphold the company’s ethical standards and demonstrate sound professional judgment in all legal and business matters.

Senior Legal Counsel

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 – DACH

Data Engineer

• Architect and build high-performance data solutions that directly power customer-facing features, utilizing the internal data platform (Snowflake, dbt, Kafka).
• Lead the design and delivery of complex data projects independently, from initial discovery with stakeholders to production deployment and monitoring.
• Partner with Product Managers and Business Leaders to translate customer needs into technical data requirements, ensuring "Data-as-a-Product" excellence.
• Work embedded with Application Engineering teams to advocate for upstream data quality and ensure application architectures support downstream data needs.
• Act as the "Lead Customer" for our internal Data Platform team—identifying gaps in the platform’s capabilities and contributing to its strategic roadmap based on product requirements.
• Establish and evangelize standards for data modeling, observability, and performance within the product domain.
• Design resilient, production-grade pipelines using DLT and Snowpipe that handle enterprise-scale workloads with low latency.
• Own the domain’s dbt layer, ensuring code is modular, tested, and optimized for high-performance serving in Snowflake.
• Guide and elevate Senior and Mid-level engineers on the team through code reviews, design docs, and technical coaching.

Staff Data Engineer – Platform

Operations

• Own and drive high-priority, cross-functional initiatives at an aggressive pace
• Ensure clear scope and ownership, and managing complex transformation across multiple Solutions and GTM teams
• Apply an adaptive approach to guide teams, remove obstacles, and ensure successful outcomes
• Strengthen the pace and alignment of execution across Sales, Marketing, Customer Success

Senior Business Programs – Operations Manager

• Lead CS strategy and execution for Enterprise (Majors) and Financial Services customers, ensuring consistent value delivery across highly complex, multi-stakeholder environments
• Guide customers through platform adoption, enterprise transformation, and long-term value roadmaps aligned to business and regulatory priorities
• In partnership with our VP of CS, serve as executive sponsor for top accounts, guiding strategy and value realization, championing long-term “art of the possible” platform vision, and actioning risk
• Drive the strategy and governance model for renewal and retention across Enterprise and Financial Services segments, ensuring forecast accuracy, visibility, and accountability at scale
• Design and institutionalize frameworks and processes for proactive risk detection, mitigation, and executive escalation, enabling early intervention and predictable outcomes
• Deliver on expansion performance through a scalable, value-based engagement strategy that aligns key stakeholders on measurable business outcomes
• Operationalize our CS vision for a standardized, proactive, outcome-driven engagement model across Enterprise and Financial Services, ensuring consistent execution of Premium and Signature Experiences
• Champion Signature Experience with our largest, most complex customers; working in partnership with Sales leadership to develop and execute a joint strategy to achieve revenue targets
• Leverage partnerships with Solution Success, Digital Success, and CX to identify opportunities to scale value delivery while preserving high-touch where it matters most
• Serve as a trusted partner to Sales leadership (CRO, SVP Sales, Sales VPs) across Enterprise and Financial Services segments
• Co-own strategic Account Planning with Sales, aligning customer value priorities, forecasting methodology, renewal strategy, and expansion opportunities
• Lead and participate in joint executive QBRs, ensuring a unified narrative across Customer Success and Sales
• Set the vision and lead a multi-layer Customer Success organization through strong people leadership, clear role accountability, and a culture of performance, growth, and customer impact
• Establish clear operating cadences for renewal forecast, customer health, adoption, and risk management that drive clarity, predictability, and scale
• Ensure consistent use of customer insights and tooling to drive proactive engagement, data-driven accountability, and consistent delivery of Premium and Signature engagements

Senior Director of Customer Success

• Lead, coach, and scale a sustainable Solution Consulting organisation with high levels of team engagement
• Provide team members with coaching, feedback, and developmental opportunities
• Shape overarching strategies and empower the team to execute sales initiatives effectively
• Act as a trusted advisor to Sales leadership, providing insights into account planning and pre-sales strategies
• Partner with executive stakeholders to align the Solution Consulting roadmap with global revenue targets
• Enable the successful structuring and delivery of the most complex, high-value platform deals

Senior Director, Solution Consulting

IT Support

• Act as a C-Suite Transformation Partner: Serve as a trusted advisor to C-level executives (especially CIOs), aligning their strategic goals with our technical strategy and guiding them through their cloud modernization journey.
• Define and Design Technical Strategy: Lead the overall architecture, data, and cloud strategy for key accounts, designing innovative solutions that leverage enterprise modernization, capability mapping, and emerging technologies like Agentic AI.
• Drive Value Realization and Adoption: Create enterprise-level success plans to monitor KPIs, mitigate technical risks, and use governance to ensure customers achieve their business goals through solution adoption.
• Enable Internal Teams and Partners: Coach consulting teams and partners on complex implementation (architecture, performance, integration) and develop reusable assets, technical designs, and thought leadership content.
• Support the Full Customer Lifecycle: Engage with customer architecture and security teams during pre-sales and post-sales phases, acting as the technical bridge between client teams and our internal Product and Engineering organizations.

Principal Enterprise Architect

Brand Designer

• Lead and evolve the Workiva Brand by serving as a primary steward
• Elevating our visual identity, advancing the design system, and ensuring consistency across global programs
• Translate brand strategies and positioning into compelling creative direction and visual storytelling
• Shape and contribute to brand strategy, brand architecture, identity evolution, and design system expansion
• Concept, design, and deliver high-impact creative work for integrated brand campaigns, global events, digital ads, product marketing initiatives, and high-visibility executive moments
• Lead the development of scalable brand systems, templates, and toolkits used globally across marketing and cross-functional teams
• Stays at the forefront of industry and creative trends across brand design, motion, experiential, AI-powered content, and digital storytelling. Identifying opportunities to modernize and scale the brand through new formats, technologies, and creative approaches
• Uphold exceptional craft across typography, color, layout and composition internally and externally; guiding agency partners to ensure creative outputs meet Workiva’s quality and strategic bar
• Translate briefs into strategic design solutions rooted in insights and business goals
• Work with Creative Operations, production partners, and external agencies to ensure fidelity from concept through delivery
• Provide creative direction, mentorship, and thoughtful critique while facilitating cross-team design reviews that elevate collective creative thinking, standards, and execution across internal and cross-functional partners
• Champion best practices in design, storytelling, accessibility, and global scalability
• Manage end-to-end production for high-visibility deliverables (ie: executive decks, global events, campaigns, illustration/visual system work)
• Analyze performance data in partnership with Marketing to refine creative for impact and continuous improvements

Lead Brand Designer

Systems Engineer

• Translate complex pricing and packaging strategies (bundles, subscription models, monetization levers) into clear business and functional requirements
• 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
• Partner with Finance and stakeholders to build financial models and solution prototypes that validate technical feasibility and business value
• 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
• 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, focusing on pricing and quoting logic