
1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
Consulting • Healthcare • Logistics
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.
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1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
Consulting • Healthcare • Logistics
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.
• Partner with sales and internal stakeholders to address and develop technical customer requirements for Workiva solutions • Uncover customer technical requirements consultatively and deliver solutions leveraging the Workiva platform • Provide feedback to internal teams for product improvements • Lead sales opportunities involving integration and data management within and outside the Workiva platform • Bridge technical expertise and customer needs throughout the sales process • Facilitate IT conversations about the Workiva platform’s fit within customer technology ecosystems • Partner with Regional Sales Directors and customer-facing teams to determine customer challenges and requirements • Provide cross-functional Workiva resources during customer-facing initiatives • Design customized solutions to reinvent customers’ finance processes • Create or adapt custom demo solutions • Manage projects and relationships for larger customers • Develop trusted relationships with senior customer teams • Identify finance transformation opportunities based on innovative use of the Workiva platform • Partner with Sales on territory and pipeline development, engagement plans, qualification gates, and account expansion opportunities • Build and present business cases and proposals articulating Workiva’s value and ROI • Serve as the primary technical partner for enterprise opportunities • Deliver joint customer initiatives with selected Workiva business partners • Guide enterprise IT, architecture, and line-of-business leaders on modern data management, automated workflows, and practical AI capabilities • Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions • Support smooth customer onboarding and long-term success with partner and customer support teams • Mentor and train other team members
• 6+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent) with a background in solution consulting, technical sales, or solution delivery • Bachelor’s degree in a related field preferred, or equivalent practical experience similar • Deep domain knowledge of sustainability and ESG reporting frameworks (CSRD/ESRS, GRI, ISSB, TCFD, EU Taxonomy) and carbon accounting practice across Scope 1, 2 and 3 under the GHG Protocol • Experience preparing and delivering software presentations/demos or implementing complex software platforms • Highly commercial mindset with the ability to influence customer decisions and contribute to sales strategies • Strong leadership skills and client-facing consulting experience • Ability and willingness to provide training on domain knowledge to different audiences, internal and external • Project and time management skills • Strong interpersonal, written and verbal communication skills • Experience in team settings • Excellent client-facing presentation skills, including the ability to distill complex technical topics into simple, business-value-focused explanations • Understanding of a company’s finance and accounting processes • Proven ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications within complex enterprise ecosystems • Up to 30% travel for customer and internal meetings • Reliable internet access for remote work outside a Workiva office
• Up to 30% travel for customer and internal meetings • Reliable internet access for any period of time working remotely and not in a Workiva office • Reasonable accommodations for applicants with disabilities • Comprehensive security and privacy training tailored to employees’ roles
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