Lead Data Management Architect, Customer Success

October 29

Apply Now

Receive Emails with Similar Jobs

Workiva

WebsiteLinkedInAll Job Openings

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.

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

📋 Description

• Cultivate a strong, collaborative relationship between the Data Management Practice and the global Customer Success organization • Partner with Customer Success to define and execute adoption strategies at scale, identifying technology utilization patterns and expansion opportunities for Workiva's Data Management Suite • Drive customer and partner success by fostering product adoption, ensuring satisfaction, and demonstrating realized value through collaboration with Customer and Partner Experience teams • Serve as a technical leader in consulting engagements, collaborating with customers to understand their business needs, data requirements, and desired outcomes. • Analyze customer needs and recommend the optimal use of Workiva's Data Management Suite to achieve accurate, efficient, and scalable solutions. • Architect, oversee, and review data integration workflows between customer systems and the Workiva platform. • Architect, oversee, and review data queries and reporting solutions that meet customer analytical needs, including mentoring internal and external stakeholders on leading practices. • Conduct in-depth technical assessments of customer data management architectures, identifying gaps, risks, and opportunities for optimization. • Partner with pre-sales and post-sales teams to ensure a cohesive customer experience, facilitating a seamless transition from the sales process through implementation services and full product utilization. • Provide leadership and direction to project delivery stakeholders, defining tasks, contributing to project plans, and monitoring progress. • Gather feedback from customer and partner interactions, sharing insights with Management, Product Engineering, and Product Management to influence the product roadmap. • Drive thought leadership and create high-quality, reusable content focused on scalable customer adoption and platform literacy (e.g., webinars, white papers, blog posts) • Lead knowledge sharing sessions with customer and partner application owners to enable self-sufficiency and ongoing success. • Accurately document new and existing data management features for internal and external reference • Proactively monitor customer and partner environments, staying current on the Workiva product roadmap to provide effective support and guidance

🎯 Requirements

• 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 • Experience supporting Customer Success Managers or post-sales roles to drive software adoption, expansion, and renewals • Experience integrating or managing Software-as-a-Service applications and enterprise systems, especially in the fields of Accounting & Finance, Audit, Risk & Compliance, or Sustainability • Expertise in various data structures and schemas from regulated industries (e.g., finance, audit, compliance, sustainability, etc.) with the ability to translate complex regulatory data requirements into intuitive, software-driven workflows • Experience integrating with or managing Enterprise Resource Planning (ERP) systems such as Oracle, Workday, SAP, Sage, or similar; Enterprise Performance Management (EPM) systems such as Oracle, Planful, Anaplan, or similar; and Enterprise Data & Analytics 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. • Experience with Python for automation, with hands-on work and certifications preferred • Passionate about customer success and driving long-term customer value • 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. • 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.

🏖️ Benefits

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