Workiva

Accounting Manager

• Provide end-to-end oversight and coordination of annual statutory reporting across multiple international entities
• Coordinate US GAAP to local GAAP adjustments, financial statements, and filings
• Lead and develop a team of accountants, including full-time staff and contractors
• Review month-, quarter-, and year-end close deliverables for critical balance sheet areas
• Review account reconciliations, journal entries, and analytical results
• Deliver monthly management reporting, analytics, and executive review decks for Finance leadership
• Conclude on complex transactions under local GAAP and partner with Technical Accounting on US GAAP treatment
• Advise Strategic Sourcing and Procurement, Accounts Payable, FP&A, Tax, Treasury, Legal, and other business partners
• Drive close optimization and strengthen close governance through automation and AI-driven tools
• Communicate close results, critical accounting matters, and statutory reporting status to management
• Develop, maintain, and improve accounting policies and process documentation
• Lead and support ad hoc initiatives and cross-functional projects, including system enhancements and onboarding new entities
• Report to the Director of General Ledger Accounting

Senior Manager, Accounting

Solutions Engineer

• Partner with sales and internal stakeholders to drive the technical win across target opportunities
• Uncover technical requirements consultatively
• Develop example solutions, prototypes, and proofs of concept to validate requirements and demonstrate enterprise value
• Engage customers, prospects, and partners via phone, web, or onsite meetings and drive discovery
• Identify how Workiva solutions align with customer and prospect needs
• Work with Workiva Client Services for smooth onboarding and long-term customer success
• Develop working knowledge of industries, departments, and use cases where Workiva can have an impact
• Conduct generic and targeted solution demonstrations for Financial Reporting and Controls essentials
• Develop new use cases or use existing templates to demonstrate solution impact and value
• Conduct process assessments, build proofs of concept, 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 in developing account plans
• Own Opportunity Technical Evaluations and drive verified Technical Wins
• Guide customers in data connectivity, automated reporting workflows, and practical AI capabilities
• Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability

Solutions Consultant

Financial Planning and Analysis

• Evaluate emerging market opportunities and help Workiva expand its addressable market, initially focusing on banking regulatory reporting
• Contribute financial services and banking domain knowledge to evaluate solutions and validate business cases in early market efforts
• Partner with Product, Consulting, Sales, Presales, Product Marketing, and Customer Success to establish credibility and differentiate Workiva
• Guide early adopter customers hands-on through data mappings and workflows required for filings
• Navigate ambiguity while entering new markets and evaluating solution viability
• Develop early solutions for banking regulatory reporting, including forms, data-mapping approaches, and workflow design
• Solve customer onboarding and technical integration issues to assess further investment in the market opportunity
• Influence early customer filing success and long-term investment and expansion strategy
• Inform product and delivery roadmaps using implementation insights and domain knowledge
• Serve as a trusted domain expert during presales, hands-on delivery support, and product development
• Establish Workiva in new markets with autonomy, combining tactical delivery guidance with strategic evaluation

Growth Solutions Principal, Financial Services

Support Engineer

• Support customers by providing technical and functional expertise over the phone, via chat, and through ticket management
• Manage customer inquiries within required time frames in accordance with support SLAs
• Troubleshoot and resolve complex customer issues using the technology stack, prior experience, and self-guided research
• Maintain professionalism and establish positive rapport during customer interactions
• Link, author, and edit Workiva knowledge base content to improve self-service resources and ticket deflection
• Capture ticket notes, document activities, and manage tickets clearly and concisely
• Work with Customer Success, Professional Services, and subject-matter-expert groups to solve broader problems and identify proactive improvements
• Act as the point of contact for support where required
• Contribute to scoped team projects
• Assist with mentoring new hires, interns, or junior engineers

Product Support Engineer

Full-stack Engineer

• Own the hardest customer problems end-to-end, driving ambiguous, first-of-their-kind problems from prototype to stable production across multiple deployments
• Design, build, test, deploy, and operationalize AI-powered workflows for customer challenges
• Establish controls for human review, exception management, and governance in regulated environments
• Serve as a trusted technical advisor to customer regulatory, operations, and IT stakeholders
• Facilitate executive discussions, technical workshops, and solution reviews
• Help customers achieve measurable business outcomes and long-term adoption
• Turn recurring customer problems and real-world outcomes into evaluation criteria, patterns, and priorities for Product and Engineering
• Contribute customer discoveries, patterns, methods, and field learnings to the shared knowledge environment
• Provide peer mentoring and build institutional knowledge
• Collaborate with Sales, Product Management, Engineering, customer stakeholders, and external partners

Forward Deployed Engineer – Growth Solutions

Account Executive

• Obtain new business and customer expansion sales opportunities from Executive-level buyers and influencers at government customers
• Sell Workiva’s core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales
• Build relationships and identify Workiva products and solutions that meet customer needs to drive customer acquisition within an assigned territory
• Drive sales growth through new customer subscriptions, professional services, delivery, and training
• Seek sales opportunities in collaboration with Inside Sales, Solution Sales, and Partnerships to generate qualified opportunities
• Use needs-analysis information to deliver compelling demonstrations of the Workiva platform
• Address objections, remove obstacles, and find solutions to customer challenges
• Lead sales processes to closure by showcasing Workiva’s value proposition
• Update customer relationship management tools with customer contacts
• Conduct pipeline analysis and provide accurate forward-looking sales forecasts
• Develop and execute sales strategies to secure sales
• Rally internal support and optimize internal resources for accounts
• Prioritize selling activities and ensure timely follow-through
• Maintain product knowledge through ongoing training
• Share knowledge, successes, lessons learned, and best practices with peers

Senior Account Executive – Government

Consultant

• Execute the pre-sales framework through virtual and onsite meetings
• Engage customers, prospects, and partners and drive the discovery process
• Lead product demonstrations and identify how Workiva solutions address customer and prospect needs
• Develop expertise across Financial Reporting, GRC, and Sustainability Reporting domains
• Assist Sales with account plans supporting Workiva strategies and objectives
• Conduct process assessments and build Proofs of Concept to validate requirements
• Build and present partner-specific business cases
• Work with implementation partners and Workiva Client Services to support onboarding and long-term customer success
• Develop new use cases or apply existing templates to demonstrate solution impact and value
• Deliver cross-domain coaching, training, or mentoring to peers as needed
• Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success teams
• Serve as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities and guiding technical validation

Senior Solution Consultant – LATAM

Engineering Manager

• Build and lead the engineering team behind GRC Reporting
• Lead engineers, assigning roles and tasks based on team goals and individual growth areas
• Own the team delivery schedule and communicate risks to group leadership
• Own the reporting system, principles, and patterns across GRC solutions
• Drive development of the composition layer, including charts, narrative, tables, dynamic data, template import, and report generation
• Build and maintain lineage, versioning, and persistence infrastructure
• Define and execute product quality strategy
• Reinforce company values, product development standards, and agile practices
• Assess and document individual performance
• Run regular 1:1s and coach engineers through career development, technical growth, and obstacles
• Build team health, resolve conflict, and create growth opportunities
• Participate in recruiting, selection, and onboarding
• Serve as the engineering voice in the GRC Reporting triad with Product Management and UX
• Manage cross-team handoffs between controls management, audit management, risk management, and reporting
• Define GRC data structures required for reporting and hold outcome teams accountable
• Represent resourcing needs and priorities to leadership
• Partner with group leaders on team and group objectives
• Identify and communicate technical risk early
• Build AI-native reporting workflows while maintaining manual paths
• Ensure AI-generated outputs are explainable, auditable, and traceable to source data
• Maintain quality standards for AI-generated content
• Evaluate output based on judgment and outcomes
• Ensure code reviews and quality gates address AI-generated code risks
• Coach engineers to work effectively with AI while retaining independent reasoning

Engineering Manager – GRC Reporting

Account Manager

• Deliver high-quality service and support throughout the completion of the Managed Services project
• Serve as primary customer contact for Workiva products and services
• Assist the Customer & Partner Experience Team on ancillary projects as needed
• Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers
• Manage a book of business through regular checkpoints and develop meaningful client relationships
• Obtain client feedback and provide it to sales, marketing, and research and development departments
• Train customers to use the Workiva platform to achieve technology goals and objectives through shared best practices
• Use customer management tools to track customer communication, issues, and metrics
• Design and execute onboarding project plans for Capital Markets customers
• Coordinate and review the filing process for Capital Markets customers
• Provide 24/7 dedication to the Working Group throughout project completion
• Understand customer project requirements and act as a consultant on Workiva platform features
• Partner with other Workiva teams on initiatives addressing customer needs
• Analyze and provide data to inform decision-making
• Deliver multiple tasks or processes in a well-structured environment

Client Relationship Manager

Executive

• Build, manage, and grow the AWS relationship in the designated territory
• Manage day-to-day relationships with AWS account management and partner sales teams
• Map AWS contacts into CRM and support market wins
• Support the AWS Alliance Director in cultivating AWS cross-functional leadership relationships and optimizing partner performance
• Lead preparation and execution of quarterly business reviews
• Identify opportunities with SI/GSI advisors to expand into new markets and sellers
• Support development and execution of a revenue-generating joint GTM plan with AWS
• Drive demand generation and co-selling through joint campaigns, webinars, and events
• Manage the AWS ACE Pipeline Manager for co-sell opportunity submission, tracking, and reporting
• Assist with AWS Marketplace management, including private offer creation, deal registration, and listing updates
• Identify opportunities with Workiva Partner Directors to accelerate channel-related co-selling
• Serve as internal subject matter expert on AWS co-sell, AWS offerings, Partner Program benefits, and best practices
• Design external enablement for AWS sellers, including email newsletters, win wires, and videos
• Create documentation, run training, and provide hands-on sales support for AWS programs and funding
• Support cross-functional Partner Marketing and Enablement programs
• Collaborate on co/tri-build products between Workiva, AWS, and SI/GSIs

Associate Strategic Alliance Executive

Machine Learning Engineer

• Contribute to the development, testing, and deployment of AI and ML solutions
• Build, evaluate, and iterate on machine learning models, experiments, prototypes, and data-driven features
• Assist with data preparation, feature development, model training, model evaluation, error analysis, and experiment documentation
• Write clean, efficient, testable, and maintainable code for ML and AI applications
• Partner with applied scientists, engineers, product managers, and stakeholders to translate requirements into technical tasks
• Participate in experimentation and measurement, including defining hypotheses, selecting evaluation metrics, and interpreting results
• Develop and maintain reusable tools, libraries, datasets, and workflows supporting the ML development lifecycle
• Support integration of models and AI capabilities into scalable product and platform solutions
• Learn and apply MLOps, cloud, observability, testing, and operational practices
• Assist with monitoring and improving ML systems for quality, performance, reliability, and efficiency
• Document technical approaches, experiment results, model limitations, and implementation decisions
• Participate in code reviews, design discussions, team planning, and knowledge-sharing activities
• Stay current with machine learning, generative AI, LLMs, statistical modeling, and applied AI techniques
• Contribute ideas improving experimentation culture, engineering practices, and product outcomes

Applied Machine Learning Scientist

• Support delivery of contracted services to customers
• Review discovery sessions to understand business needs and requirements
• Replicate standardized solution designs on the Workiva Platform
• Interact with customers and contribute to standardized solution delivery
• Develop knowledge of financial, risk, or operational reporting using the Workiva platform
• Set up and install technical systems, applications, or process designs
• Manage initial access, map and transfer data, create process documentation, and train or coordinate training for client users
• Test and troubleshoot installed systems
• Identify and document technical issues for escalation to product and system integration teams
• Provide client-experience feedback to product and professional services teams
• Collaborate across teams and build internal working relationships

Associate Solutions Architect – 12 Month Fixed Term Contract

• Lead the strategic delivery of contracted services to customers and partners
• Conduct discovery sessions to understand business needs and requirements
• Architect tailored solution designs integrating with the Workiva Platform
• Interact directly with clients and partners to execute standardized solutions
• Maintain mastery of financial, risk, and operational reporting on the Workiva Platform through training
• Demonstrate best practices and mentor peers and Associates
• Set up and install technical systems, applications, and process designs
• Manage client access, map and transfer data, create process documentation, and train or coordinate training for client users
• Test and troubleshoot installed systems and document technical issues for escalation
• Provide feedback to product and professional services teams for product and process improvements
• Support clients on-site or remotely

Solutions Architect

Business Development Rep

• Research target accounts to identify key contacts and critical account information through people mapping and value pyramids
• Prospect into Fortune 1000 accounts through strategic networking, email, e-marketing, campaigns, and social outreach
• Qualify leads and contacts to transition meaningful sales leads into the pipeline through outbound hunting
• Learn and articulate the Workiva platform’s capabilities and advantages to decision makers and influencers
• Understand global personas across Financial Transformation, Accounting, Finance, IT, and Sustainability Reporting
• Drive attendance to webinars, roadshows, Amplify, conferences, and other events; provide follow-up and create unique territory events
• Maintain knowledge of Workiva product offerings and competitive product and market information
• Partner with Account Executives on engagement strategies for customer and prospect accounts to drive revenue goals
• Meet or exceed quarterly targets for opportunity targets, revenue, and activity indicators
• Engage existing customers and non-customers to identify additional Workiva platform use cases, initiatives, and pain points
• Support sales-cycle functions including forecasting, reporting, CRM maintenance, correspondence, and communications
• Collaborate with Account Executives, Solution Executives, Marketing, and Demand Generation teams

Account Development Representative

• Research target accounts to identify key contacts and critical account information through people mapping and value pyramids
• Prospect into Fortune 1000 accounts through strategic networking, email, e-marketing, campaigns, and social outreach
• Qualify leads and contacts to transition meaningful sales leads into the pipeline through outbound prospecting
• Learn and articulate the Workiva platform’s capabilities and advantages to decision makers and influencers
• Understand global personas across Financial Transformation, Accounting, Finance, IT, and Sustainability Reporting
• Drive attendance to webinars, roadshows, Amplify, conferences, and territory events, with post-event follow-up
• Maintain knowledge of Workiva product offerings and competitive market knowledge
• Partner with Account Executives to develop engagement strategies and drive revenue goals
• Meet or exceed quarterly targets for opportunity targets, revenue, and activity indicators
• Engage existing customers and non-customers to increase interest in additional Workiva platform uses
• Support sales-cycle functions including forecasting, reporting, CRM maintenance, correspondence, and communications