
SaaS • Enterprise • Finance
Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.
October 2

SaaS • Enterprise • Finance
Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.
• Collaborate with customers to understand their business needs, data requirements, and desired outcomes with Workiva solutions • Partner with the pre-sales team to facilitate a seamless transition from the sales process to implementation services engagements and beyond • Engage with Solution Architects and Customer Success teams to ensure a cohesive and positive customer experience throughout onboarding and implementation • Analyze customer needs and recommend optimal use of Workiva's Data Management Suite to achieve accurate, efficient, and scalable solutions • Provide leadership to consulting project delivery stakeholders to define tasks, contribute to project plans, and monitor progress • Architect, oversee, and review data integration workflows between various customer systems and the Workiva platform • Architect, oversee, and review data queries and reporting solutions • Lead knowledge sharing sessions with customer and partner application owners to enable self-sufficiency and ongoing success. • Conduct in-depth technical assessments of customer data management architectures • Gather feedback from customer and partner interactions and share insights with Management, Leadership, Product Engineering, and Product Management • Drive customer and partner success by fostering product adoption, ensuring satisfaction, and contributing to overall customer health • Accurately document new and existing data management features and functionalities for internal and external reference • Proactively monitor customer and partner environments
• Bachelor’s Degree in a technical field of study such as Computer Science, Computer Engineering, Information Technology, or similar • 8+ years of experience in customer-facing roles, preferably Customer Success, Solution Architecture, or Consulting • 3 years of experience serving as a technical lead or fulfilling a team lead position • Able to obtain a Public Sector clearance • Experience integrating or managing Software-as-a-Service applications and enterprise systems, especially in Accounting & Finance, Audit, Risk & Compliance, or Sustainability • Expertise in various data structures and schemas from regulated industries with the ability to translate complex regulatory data requirements into intuitive, software-driven workflows • Experience integrating with or managing ERP systems such as Oracle, Workday, SAP, Sage, or similar; EPM systems such as Oracle, Planful, Anaplan, or similar; and EDA systems such as Oracle, Snowflake, Power BI, or similar • Familiarity with cloud platforms and modern data architectures (Snowflake, Databricks, BigQuery, Redshift, Azure Synapse) • Prior experience with integration technologies such as Informatica, Microsoft SSIS, Boomi, Mulesoft, Workato, or similar solutions • Knowledge of API design philosophy/patterns, communication protocols (SOAP, REST, JSON, XML), and encoding • Strong understanding of Data Engineering, Data Warehousing, and ETL techniques • Ability to create, review, and troubleshoot queries using SQL • Intermediate to advanced Python scripting skills, including Python certifications • Passionate about customer success and driving long-term customer value • Highly data-driven and detail-oriented • Excellent verbal and written communication skills, including presentation skills • Self-starter with the ability to manage time and prioritize demands • Strong problem-solving skills with technical diagnostic ability • General computer technology skills (Word/Google Docs, Excel/Google Sheets, PowerPoint/Google Slides) • Ability to build credibility and relationships with both business stakeholders and technical leaders at various levels • Ability to influence at all levels and in various departments
• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package
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