
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 drive technical wins across target opportunities • Connect platform capabilities, automated data workflows, and practical AI tools to measurable customer outcomes • Uncover technical requirements through collaborative discovery • Develop example solutions, prototypes, and proofs of concept • Engage customers, prospects, and partners via phone, web, or onsite meetings • Drive discovery and identify where Workiva solutions address customer needs • Work with Client Services to support onboarding and long-term customer success • Develop working knowledge of industries, departments, and relevant use cases • Conduct generic and targeted demonstrations for Financial Reporting and Controls solutions • Develop use cases and use templates to demonstrate solution impact and value • Conduct process assessments and build and present customer-specific business cases • Deliver cross-domain coaching, training, or mentoring to peers • Collaborate with Product Marketing, Client Services, Scoping, and Customer Success • Assist Sales with account plans supporting Workiva strategies and objectives • Own Opportunity Technical Evaluations and drive verified technical wins • Guide customers on data connectivity, automated reporting workflows, and practical AI capabilities • Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions
• 4+ years of related career experience in pre-sales/solution consulting or management consulting (e.g., Big 4 or equivalent) • Background in solution consulting, technical sales, or solution delivery • Bachelor’s degree in a related field strongly preferred, or equivalent practical experience • Experience engaging with and presenting to business or IT managers and executives • Excellent verbal, written, presentation, and interpersonal communication skills • Self-motivated with strong propensity for action, results and continuous improvement • Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred • Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions • Ability to present value-based, compelling software demonstrations • Working knowledge or practical experience with emerging AI capabilities • Familiarity with enterprise data structures, API integrations, or cross-domain platform solutions • Up to 30% travel for customer and internal meetings • Reliable internet access for periods working remotely • Required to undergo comprehensive security and privacy training
• Flexible work arrangements • Lunch and massage arrangement • Social gatherings • Opportunity for professional development • Dedicated colleagues who help each other • Informal and fun but focused work environment
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