
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.
🕒 5 days ago
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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.
• Provide pre-sales support in the development and presentation of Workiva’s platform for prospective clients and current customers • Serve as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities • Engage customers, prospects, and partners through virtual and onsite meetings • Drive discovery processes and lead product demonstrations • Identify where Workiva solutions align with customer and prospect needs • Demonstrate expertise across Financial Reporting, GRC, and Sustainability Reporting domains • Assist Sales in developing account plans aligned with Workiva strategies and objectives • Conduct customer process assessments • Build proofs of concept to validate requirements • Build and present partner-specific business cases • Support smooth onboarding and long-term customer success with implementation partners and Client Services • Develop new use cases or apply existing templates to demonstrate solution impact and value • Potentially deliver cross-domain coaching, training, or peer mentoring • Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success teams
• Minimum of 6 years of related experience • Undergraduate Degree or equivalent combination of knowledge and related career experience • Knowledge of Financial Reporting, GRC, or Sustainability Reporting, or strong aptitude and commitment to developing deep domain expertise • 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 • Experience building processes from the ground up, including design, proposal, and cross-functional alignment • Proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements • Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills • Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred • Experience with high-level technical aspects of connectivity and integration (API) • Capability to gather business needs and present a value-based, compelling software demonstration is preferred • Up to 40% travel • Must have reliable internet access when working remotely
• Workiva supports employees in working where they work best—either from an office or remotely from any location within their country of employment • Reliable internet access for any period of time working remotely, not in a Workiva office
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