Workiva

Marketing

• Perform statistical modeling and analysis of structured and unstructured datasets
• Develop metrics, reports, and visualizations of trends and patterns
• Work with the technology organization and business end-users to understand data and analysis needs and develop technical requirements
• Partner with development and data management roles to identify and capture data from internal and external sources
• Create and maintain statistical models for ongoing and ad hoc data review and analysis
• Use data visualization programs, tools, and techniques to generate dashboards, reports, and presentations
• Aid data storytelling, understanding, and interpretation of business trends and patterns
• Contribute to the discipline by proposing new techniques and methods based on business context
• Evaluate ambiguous and complex situations or data and recommend sustainable solutions
• Lead cooperative efforts among members of different teams to deliver results
• Coordinate activities of other team members to ensure successful completion of assignments

Lead, Marketing Analytics

Customer Success Manager

• Own Workiva's most strategic and complex enterprise accounts
• Advise executives on connecting Workiva's platform to business outcomes
• Serve as the senior-most individual contributor on the Customer Success team
• Mentor colleagues and shape broader Customer Success practices
• Build account profiles and multi-year account plans aligned with customer goals and Workiva capabilities
• Cultivate relationships with business owners, finance leaders, IT contacts, and C-suite executives
• Identify platform adoption opportunities and lead enterprise-level Business Reviews
• Analyze product usage data and health signals to diagnose adoption gaps and design interventions
• Uncover workflow gaps and build enablement plans that drive lasting behavior change
• Develop frameworks for emerging use cases, changing customer expectations, and new platform capabilities
• Identify expansion opportunities through whitespace analysis and provide qualified signals to Account Executives
• Provide renewal forecasts, flag risks, and navigate complex commercial conversations
• Engage senior stakeholders using business-focused communication
• Prepare internal executive sponsors for high-stakes customer conversations
• Proactively identify risk themes and own escalations through resolution
• Coordinate across functions and keep customers informed
• Share account insights with CPX and AE partners and develop repeatable team practices
• Orchestrate specialists across Solution Success, Product Success, Data Management, Support, and other functions
• Partner with CS leadership on methodology, automation, efficiency, and best practices

Principal Customer Success Manager

Consultant

• Translate technical scenarios into clear, compelling stories for broader audiences
• Assist in creating and executing software demonstrations across use cases and contexts
• Collaborate cross-functionally to understand capabilities, impacts, and customer journeys
• Support the Sales team as needed
• Assist Client Services and Customer Success teams with customer onboarding support as needed

Spring 2027 Intern – Demo Consultant

• Serve as technical lead for sales opportunities involving integration and data management
• Bridge technical expertise and customer needs throughout the sales process
• Facilitate IT conversations about the Workiva platform within customer technology ecosystems
• Partner with sales directors and customer-facing teams to identify customer challenges and requirements
• Coordinate cross-functional Workiva resources during customer initiatives
• Design customized solutions and help reinvent finance processes
• Create or adapt custom demonstrations for customers and prospects
• Provide project and relationship management for larger customers
• Build trusted relationships with senior customer teams
• Identify finance-organization transformation opportunities using the Workiva platform
• Drive territory and pipeline development with Sales
• Build business cases and proposals articulating Workiva’s value and ROI
• Serve as primary technical partner for enterprise opportunities
• Deliver joint customer initiatives with Workiva business partners
• Guide enterprise IT, architecture, and line-of-business leaders on modern data management, automated workflows, and practical AI
• Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions
• Partner with Workiva partners and customer support teams on onboarding and long-term success
• Mentor and train team members

Senior Solution Consultant – Sustainability

• Partner with sales and internal stakeholders to drive technical wins across target opportunities
• Connect platform capabilities, automated data workflows, and practical AI tools to measurable customer outcomes
• Uncover technical requirements through collaborative discovery
• Develop example solutions, prototypes, and proofs of concept
• Engage customers, prospects, and partners via phone, web, or onsite meetings
• Drive discovery and identify where Workiva solutions address customer needs
• Work with Client Services to support onboarding and long-term customer success
• Develop working knowledge of industries, departments, and relevant use cases
• Conduct generic and targeted demonstrations for Financial Reporting and Controls solutions
• Develop use cases and use templates to demonstrate solution impact and value
• Conduct process assessments and build 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 with account plans supporting Workiva strategies and objectives
• Own Opportunity Technical Evaluations and drive verified technical wins
• Guide customers on data connectivity, automated reporting workflows, and practical AI capabilities
• Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions

Solution Consultant – Nordics

Full-stack Engineer

• Design, build, and scale backend services in Java, integrated with OpenSearch
• Develop indexing strategies, schema mappings, and optimized query patterns for large datasets
• Support Workiva’s GenAI and RAG endpoints, enabling semantic and natural language search features
• Leverage AWS cloud infrastructure and Kafka event streaming for scalable systems
• Monitor, tune, and debug search infrastructure for performance, reliability, and accuracy
• Partner with cross-functional teams to deliver search-driven features that meet customer needs
• Provide mentorship through code reviews, technical guidance, and collaboration
• Lead well-scoped projects, define milestones, and improve team processes

Lead, Marketing Analytics

Principal Customer Success Manager

Spring 2027 Intern – Demo Consultant

Senior Solution Consultant – Sustainability

Solution Consultant – Nordics

Senior Software Engineer – Search