Senior Scoping Analyst

🕒 May 15

🇺🇸 United States – Remote

💵 $99k - $159k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

SaaS • Finance • Compliance

Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.

📋 Description

• Lead pre-sales discovery sessions to uncover client business objectives, define the problem statement, and establish clear, feasible project requirements • Architect comprehensive Statements of Work (SOWs) that translate client business needs into executable project plans. • Translate high-level client requirements into detailed Work Breakdown Structures (WBS) and utilize estimation tools/calculators to accurately forecast the level of effort, project duration, and resource requirements • Ensure that all proposed solutions are structurally sound, feasible, and ready for a seamless handoff to services organization • Act as the strategic liaison between Sales, Legal, and Delivery teams during contract negotiations • Leverage your knowledge of the Workiva platform to validate technical solutions within the scoping process • Act as the central point of contact for a matrixed team, including Sales executives, Legal counsel, Finance, and technical Subject Matter Experts (SMEs) • Validate and endorse technical solutions within proposals to ensure alignment with the initial implementation strategy.

🎯 Requirements

• Undergraduate Degree or equivalent combination of education and experience • 4+ years of experience in professional services, pre-sales, scoping, implementation, or technical consulting within the SaaS industry • Strong background in Audit, GRC, ESG, or corporate financial reporting, with highly preferred experience in the Workiva platform • Experience in SaaS service solutions or process design consulting, with the proven ability to validate the technical components of a Statement of Work (SOW) • Proficiency in Salesforce, CPQ, or estimation tools, with a background in formal bid management, proposal writing, and contract negotiation • Deep understanding of how pre-sales scoping impacts delivery margins, project execution, and long-term customer success • An inquisitive mindset capable of independent data analysis to identify underlying issues and create scalable, multi-factor solutions • Proficient in building internal networks and liaising with senior leadership across Sales, Legal, and Delivery to mitigate risk and resolve conflicts • A track record of high-accuracy project estimations that prevent scope creep and ensure seamless handoffs to PMO/Delivery teams • Proficiency in Spanish and/or Portuguese is a strong plus.

🏖️ Benefits

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package