Workiva

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 – LATAM

Solutions Engineer

• Lead the strategic delivery of contracted services to customers and partners
• Lead & Develop partnership portfolios to grow the ecosystem of elite delivery partners in the region
• Conduct comprehensive discovery sessions to understand business needs and requirements
• Architect solution designs tailored to seamlessly integrate within the Workiva Platform, resulting in the fulfillment of impactful outcomes
• Forge direct and positive interactions with clients and partners, executing standardized solutions that align with their distinctive requirements
• Foster continuous professional growth through dedicated training, ensuring a sustained mastery of financial, risk, and operational reporting on the Workiva Platform
• Assume a leadership role, exemplifying best practices, and mentor peers and Associates, thereby facilitating seamless onboarding and contributing positively to our continuous development endeavors

Solutions Architect

• Lead the strategic delivery of contracted services to customers and partners
• Conduct comprehensive discovery sessions to understand business needs and requirements
• Architect solution designs tailored to seamlessly integrate within the Workiva Platform, resulting in the fulfillment of impactful outcomes
• Forge direct and positive interactions with clients and partners, executing standardized solutions that align with their distinctive requirements
• Foster continuous professional growth through dedicated training, ensuring a sustained mastery of financial, risk, and operational reporting on the Workiva Platform
• Assume a leadership role, exemplifying best practices, and mentor peers and Associates, thereby facilitating seamless onboarding and contributing positively to our continuous development endeavors

Engineering Manager

• Lead one or more engineering teams to deliver meaningful business results and customer value
• Drive clarity, focus, and accountability across complex and parallel projects
• Drive continuous process improvement initiatives to enhance team productivity, predictability, and velocity
• Build strong partnerships with Product, UX, and cross-functional teams to align priorities and deliver outcomes
• Mentor, coach, and grow engineers and managers, supporting their long-term success
• Foster a culture of inclusion, respect, empathy, and trust—ensuring everyone feels they belong
• Translate team feedback and engagement insights into meaningful action that strengthens team culture
• Promote best practices in quality, observability, reliability, and code health across teams
• Guide teams to build solutions grounded in a deep understanding of customer and end-user needs

Senior Engineering Manager

Director

• Define and own the multi-year Data Science and BI strategy and roadmap, ensuring direct alignment with enterprise priorities and quantifiable business outcomes (e.g., revenue growth, operational efficiency)
• Recruit, mentor, and manage a high-performing, multi-disciplinary team of Data Scientists, BI Analysts, and BI Engineers, establishing a culture of innovation, operational excellence, and continuous professional development
• Act as the primary analytic partner to business unit leaders (Sales, Product, CS, Marketing, etc.) to define and deliver high-impact, decision-support data products, including predictive models and AI-powered self-service insights
• Translate complex, ambiguous business challenges into structured analytical strategies, guiding teams to deliver high-quality, decision-ready solutions
• Drive an agile, iterative delivery process and oversee end-to-end predictive model lifecycle management, from ideation and validation through scalable deployment, monitoring, and optimization
• Communicate clear, actionable, and data-driven recommendations to all audiences, including senior and executive leadership, shaping strategy through compelling, tailored narratives
• Collaborate closely with Data Engineering and Analytics Engineering to design and scale enterprise data assets, features, and metrics that meet evolving analytical needs
• Establish and enforce best practices for metrics design, experimentation, and data governance. Champion data ethics, compliance, and responsible AI standards to promote transparency and trust
• Partner with leaders across Data Platform, Data Product Management, and Data Governance to develop and execute the overarching Enterprise Data Strategy

Director, Decision Science

Account Executive

• Actively prospect for sales opportunities while working strategically with Inside Sales, Solution Specialists and Partnerships to generate qualified opportunities
• Use 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 probe for objections and removes obstacles or eliminates barriers to gain commitment; solves different client challenges, and can pull forward the best possible solution
• Naturally lead the sales process to a close by demonstrating Workiva’s value proposition
• Update customer relationship management tools regularly and timely
• Provide consistent and accurate forward-looking information though pipeline analysis
• Plan and execute sales strategy with purposeful action to complete the sale
• Gather internal support to pursue an account
• Prioritize selling activities and follows through in a timely fashion
• Maintain a strong knowledge of Workiva solutions through a commitment to ongoing training

Senior Account Executive – LATAM, Spanish/English

• 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

Account Executive – Corporate Commercial Expansions

Business Intelligence Developer

• Extract, transform, and analyze large datasets to generate actionable insights.
• Perform in depth analyses, understanding key operational metrics and drivers of those metrics.
• Collaborate across different business stakeholders to enable data driven insights.
• Build the next version of our self-service data products, delivering insights at scale.
• Tell meaningful stories with data and translate complex data into clear, actionable recommendations for business stakeholders.
• Assist data consumers and stakeholders, across very diverse business groups and geographies to understand what is possible with our data.
• Partner with cross-functional teams, including Sales, Customer Success, Finance, Marketing and Executive Leadership Team.
• Ensure data accuracy, consistency, integrity, and security in the data products delivered.

Senior Business Intelligence Analyst

• 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, in partnerships with the Solutions Consulting Team, 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

Workiva

Senior Solution Consultant – LATAM

Solutions Architect

Solutions Architect

Senior Engineering Manager

Director, Decision Science

Senior Account Executive – LATAM, Spanish/English

Account Executive – Corporate Commercial Expansions

Senior Business Intelligence Analyst

Strategic Account Executive

Strategic Account Executive

Senior Business Intelligence Analyst

Account Executive – Corporate Commercial Expansions