Product Development Consultant

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October 11

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Workiva

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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.

1001 - 5000 employees

Founded 2008

☁️ SaaS

🏢 Enterprise

💸 Finance

💰 $689.3k Venture Round on 2014-10

📋 Description

• Lead customer interviews, workshops, and data analysis to uncover unmet needs and product opportunities • Translate insights into clear problem statements, business requirements, user stories, and product hypotheses • Evaluate opportunities based on customer value, market potential, and technical feasibility • Define early product concepts, including workflows, data structures, and integration requirements, in partnership with engineering and design • Outline MVP scope, success criteria, and validation plans for new product initiatives • Build and test low- and high-fidelity prototypes to assess usability and business value • Define product requirements and user stories for AI-enabled features and automation • Translate business intent into functional AI use cases (e.g., copilots, document intelligence, decision-support tools) • Document model assumptions, governance requirements, and evaluation frameworks to support responsible AI development • Act as the product liaison in customer and stakeholder discussions, articulating value propositions and technical trade-offs • Partner with Product, Engineering, Design, and Marketing to test new product concepts through pilots and iterative experiments • Synthesize learnings to refine product positioning, roadmap priorities, and development strategies • Define and track KPIs for validation-stage product initiatives • Lead retrospective reviews to capture learnings from both successful and failed experiments • Provide recommendations that inform long-term roadmap and product portfolio decisions

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience in a related field • 5+ years of experience in product management, technical consulting, or SaaS pre-sales • Strong knowledge of data infrastructure (SQL, data modeling, ETL/ELT) and modern data stacks (e.g., Spark, dbt, Snowflake) with experience in cloud platforms (AWS, GCP, Azure) • Proficiency in Python or a similar language for prototyping or lightweight automation • Experience contributing to AI/ML-enabled products or features • Familiarity with regulated industries (e.g., finance, audit, compliance) and ability to translate complex business requirements into intuitive software experiences • Proven track record of driving SaaS product initiatives from concept to launch, ideally within innovation labs or new product development environments • Experience building prototypes using low-/no-code tools (e.g., Figma, Retool, Streamlit) and lightweight scripting • Strong communication and stakeholder management skills, with the ability to simplify technical concepts for both internal and client-facing audiences • Comfort working in fast-paced, ambiguous environments that require cross-functional leadership and decision-making.

🏖️ Benefits

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