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Key skills for this role
Serve as a key member of the cross-functional sales team on each opportunity, including actively participating in account planning and strategy, driving the technical agenda from initial engagement through deal closure
Stay informed about emerging technologies and industry trends—such as advancements in cloud computing, data analytics, AI/ML, and cybersecurity—that may influence or enhance Workiva solutions
Execute the technical discovery process with customers to identify areas where Workiva solutions align to address customer needs
Prepare and deliver dynamic, tailored, value-driven technical demos and presentations of the Workiva platform including examples, solutions, prototypes, and proofs of concept to demonstrate viability and value of Workiva solutions
Work across various business lines at our customers including technical teams in IT, architecture, platform, and integration teams; and business functions in accounting, legal, finance, sustainability, audit, risk, FP&A, and financial reporting
Address regional architecture requirements, including EMEA data sovereignty, data residency, and GDPR compliance, ensuring customer technical security teams are confident in Workiva’s deployment model
Tailor technical messaging and solution demos to accommodate multi-currency and multi-entity consolidation
Collaborate with team members to share findings and observations, learn from team members’ experiences, and celebrate successes
Consistently and proactively share experiences and observations with Workiva’s product management, engineering, product marketing, sales leadership, and executive teams to foster cross-functional alignment and innovation
Engage with customers and partners alike to ensure success and satisfaction with Workiva
Demonstrate expertise across multiple domain areas, developing working knowledge of industries, departments, and use cases where Workiva can have an impact
Actively pursue innovation and creative problem-solving using the Workiva platform
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Minimum Qualifications
6 years of technical customer-facing experience, ideally in presales, implementation consulting, or training/enablement
Experience with data management, database design, and analysis, with expertise in SQL, data modeling, multidimensional concepts (e.g., Essbase, TM1), relational theory, data transformation (e.g., Alteryx), and advanced Excel
Experience in designing and understanding enterprise data architecture to be able to identify where Workiva can extend an organization’s data strategy
Hands-on experience with various AI tools and an understanding of concepts like MCP
Knowledge of cybersecurity concepts and IT security considerations, GDPR and data privacy regulations, and European cloud security standards.
Publicly traded software company providing an AI-powered cloud platform for finance, sustainability, risk, audit, and compliance teams.
Visit company websiteJobs and hiring trendsFull-time
Senior · 6+ years experience
Remote
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