Workiva

Customer Success Manager

• Lead Customer Success for the Corporate (SMB) segment, spanning scaled programs and a pooled CSM team
• Design an insights-driven, proactive engagement model blending automation, 1:many programming, and targeted human touch
• Segment customers based on growth potential, lifecycle signals, product adoption, and risk to ensure the right-touch motion
• Establish scalable processes and playbooks that increase Customer Success Managers (CSM) productivity and operational consistency
• Design and implement structured lifecycle plays for onboarding, adoption, and value realization across a 1:many portfolio
• Lead the delivery of outcome-based engagements such as webinars, office hours, and product clinics to maximize customer reach
• Partner with Digital Success to deploy automated multi-channel campaigns and define triggers for proactive outreach
• Collaborate with Solution Success to integrate functional expertise into workflow accelerators and best-practice content
• Establish early-warning signals and automated risk identification to proactively improve retention outcomes
• Build mechanisms to uncover expansion potential and deliver customer success qualified referrals (CSQRs) in alignment with Sales
• Own and optimize dashboards, metrics, and KPIs related to scaled engagement, adoption, and segment health
• Manage and coach a team of CSMs and Team Managers operating in mid-touch, low-touch, and pooled engagement models
• Foster a culture of data-driven experimentation to continuously improve scaled success effectiveness
• Provide strategic insights on customer trends and product adoption to leadership and cross-functional partners

Director of Customer Success

Account Manager

• Serve as a customer contact for Workiva products and services, supporting clients via phone, email, and in-app communication
• Execute onboarding project plans and coordinate the filing process for Capital Markets customers
• Ensure the accuracy of documents through a review of work completed and deliver high-quality service and support throughout the project lifecycle
• Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
• Train customers on how to use the Workiva platform to achieve their goals and obtain feedback for relevant internal stakeholders, such as the sales, marketing, and product teams
• 24/7 dedication to the Working Group (counsel, bankers, auditors, etc.) throughout the completion of the project, and partner with other Workiva teams on initiatives that address customer needs
• Complete routine service requests, including importing documents supplied by Working Groups, applying correct formulas, formatting, and styles, and creating/linking source financial data in Workiva Spreadsheets

Associate Client Relationship Manager

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

Consultant

• 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 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
• 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 – Strategic Commercial Accounts

Compliance

• Develop personalized coach plans and provide regular coaching sessions with each team member to discuss performance and provide feedback on areas for improvement
• Mentor and encourage a growth mindset amongst the team
• Identify and recruit top-performing sales talent and manage performance and disciplinary challenges
• Assess and set account territory priorities for the team
• Develop and maintain accurate sales forecasts and regularly review and adjust sales plans and forecasts
• Use data to monitor performance and identify trends or areas for improvement
• Develop sales strategies and tactics that align with company goals and customer needs
• Observe, assess and monitor seller outreach, deal pipeline and deal quality
• Build strong relationships with internal peer teams and leadership to drive strong cross-organization success
• Build relationships with external customers, prospects and partners, to support the go-to-market strategy
• Encourage cross-functional collaboration to ensure the sales team has the support and resources they need to succeed
• Foster a culture of teamwork and collaboration within the sales team to promote knowledge sharing and best practices
• Encourage feedback and open communication to ensure all team members feel heard and valued, and to address any issues or concerns

Senior Sales Manager – GRC

Director

• Lead organizational assessments: Design and execute diagnostics (e.g., surveys, interviews, structural analysis)
• Develop and implement OD frameworks: Establish a consistent, scalable methodology for approaching organizational structure, role clarity, and operating model changes across the business
• Partner on workforce planning integration: Partner closely with HR Business Partners (HRBPs) and Finance to translate strategic business plans into concrete, future-state organizational and talent requirements (e.g., capability gaps, required headcount shifts)
• Establish change management protocols: Design and oversee the change management strategies necessary to ensure successful adoption of new organizational structures and talent initiatives
• Evaluate impact of structural changes: Develop metrics and tracking mechanisms to assess the effectiveness and return on investment (ROI) of organizational redesign efforts on key business outcomes (e.g., time-to-market, efficiency, employee engagement)
• Design and manage high-impact programs: Oversee to the strategic design and ongoing management of executive leadership development programs
• Curate and manage the executive development portfolio: Continuously evaluate, refresh, and secure internal or external resources (content, vendors, technology)
• Facilitate executive development sessions: Design and facilitate offsites and development sessions for the senior leadership team (VP+) focused on team effectiveness, strategic alignment, and complex problem-solving
• Embed coaching culture and best practices: Implement a scalable, high-impact coaching framework and manage the internal/external executive coaching pool to ensure leaders are receiving targeted, impactful support
• Measure executive development impact: Define key metrics for executive programs (e.g., 360-degree feedback improvement, retention of high-potentials, business outcome correlation) and report results to senior leadership
• Integrate talent processes: Ensure alignment between organizational design principles and other critical talent processes, such as performance management, talent reviews, succession planning, and more
• Act as an expert consultant to HRBPs: Serve as the in-house subject matter expert for HRBPs and VPs on complex issues related to organizational capability, team dynamics, and senior leadership effectiveness

Director, Organizational Design – Executive Development

• 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 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
• Translate the specific needs of the Public Sector 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
• Provide mentorship, cross-domain coaching, and training to peers to drive team-wide success.
• Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals

Senior Solution Consultant – Public Sector

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
• Work with partners: Engage and work with Workiva partner base for sourcing and influence of license opportunities within prospective clients and customers
• 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

Implementation Specialist

• Leads the delivery of contracted services to customers and partners
• Performs detailed discovery sessions to understand business needs and requirements
• Creates a solution design that achieves outcomes within the Workiva platform
• Directly interfaces with customers and partners to deliver standardized solutions
• Maintains and enhances knowledge of financial, risk, or operational reporting using the Workiva platform through a commitment to ongoing training
• Participates in leading and mentoring peers as well as Associates, assisting with onboarding as needed, and participates in ongoing training efforts.

Implementation Consultant, Spanish Speaking

• 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

Solution Sales Executive – Governance, Risk & Compliance

Business Operations

• Develop and execute a multi-year technology roadmap that supports Workiva's strategic priorities.
• Act as a strategic partner to executive leadership and key stakeholders, translating business objectives into actionable technology solutions and initiatives
• Collaborate closely with functional leaders to understand their business needs, identify opportunities for process improvement, and drive change through the effective use of technology and data
• Build, mentor, and empower a resilient and high-talent team that embodies Workiva's culture and values. Provide guidance, coaching, and professional development opportunities to cultivate a culture of excellence, accountability, and continuous learning
• Oversee the evaluation, implementation, and optimization of Workiva's enterprise application ecosystem.
• Champion the strategic use of AI and automation to enhance team productivity and the user experience
• Lead the data strategy and governance for our business systems, ensuring high-quality, reliable data
• Manage the intake, prioritization, and delivery of all business systems projects
• Plan and manage the budgets and expenditures specific to your systems domain.

Senior Director of Business Systems

Implementation Consultant

Product Manager

• Define and Deliver the Strategic Vision
• Set a bold, customer-centric vision for the Sustainability Management product line, aligning with Workiva’s broader platform strategy and market opportunity
• Anticipate evolving customer needs and industry trends to ensure Workiva remains at the forefront of sustainability innovation
• Strengthen Product-Market Fit and Growth
• Identify high-value problems and use cases across sustainability, finance, and operations teams
• Work closely with the Solution Owner team to drive clarity and focus across the product roadmap to ensure measurable customer and business impact
• Lead a High-Performing Team
• Build, mentor, and scale a talented global product organization that thrives on accountability, learning, and collaboration
• Develop the next generation of product leaders capable of operating at both strategic and executional levels
• Operate Decisively and Execute with Excellence
• Translate strategy into clear priorities, actionable plans, and measurable results
• Make informed, data-driven decisions with speed and conviction in a complex environment
• Collaborate and Influence Across the Business
• Partner closely with peers in Engineering, Design, Marketing, Sales, and Customer Success to align on strategic goals and drive cohesive execution
• Represent the Sustainability Management product externally with customers, partners, and industry stakeholders

Vice President of Product Management – Sustainability Management

Product Designer

• Lead design strategy and execution for large, multi-product or multi-system initiatives.
• Define long-term experience vision, frameworks, and standards that scale across teams.
• Partner with senior Product and Engineering leaders to shape strategy, roadmaps, and priorities.
• Drive alignment across teams through structured facilitation, storytelling, and clear rationale.
• Mentor and coach designers across levels, helping them grow their craft, influence, and strategic thinking.
• Improve design quality, consistency, and efficiency through systems, tools, and processes.
• Advocate for customer needs through evidence, insights, and thoughtful design decisions.
• Demonstrate measurable impact on user outcomes, customer experience, and business results.