Collaborate with customers to understand their business needs, data requirements, and desired outcomes with Workiva solutions.
Partner with the pre-sales team to facilitate a seamless transition from the sales process to implementation services engagements and beyond
Engage with Solution Architects and Customer Success teams to ensure a cohesive and positive customer experience throughout onboarding and implementation
Analyze customer needs and recommend optimal use of Workiva's Data Management Suite to achieve accurate, efficient, and scalable solutions
Work closely with consulting project delivery stakeholders to define tasks, contribute to project plans, and monitor progress
Review and establish data integration workflows between various customer systems and the Workiva platform
Review and develop data queries and reporting solutions that meet customer analytical and reporting requirements, including mentoring internal and external stakeholders on leading practices
Conduct knowledge sharing sessions with customer and partner application owners to enable self-sufficiency and ongoing success.
Review and create documentation for deployed customer and partner solutions, configurations, and best practices
Gather feedback from customer and partner interactions and share insights with Product Development and Product Management.
Drive customer and partner success by fostering product adoption, ensuring satisfaction, and contributing to overall customer health
Collaborate with Customer Success and Partner Experience teams to define expected outcomes and demonstrate the value realized by customers and partners
Accurately document new and existing data management features and functionalities for internal and external reference.
Proactively monitor customer and partner environments, staying informed about the Workiva product roadmap to provide effective support and guidance
Requirements
Bilingual in Spanish (Native/Executive level)
Bachelor’s Degree in a technical field of study, preferably Computer Science, Computer Engineering, Information Technology, or similar
6+ years related career experience in customer-facing roles, preferably Technical Customer Success, Solution Architecture, or Consulting
Experience with Python for scripting and automation
Experience integrating or managing SaaS applications and enterprise systems, particularly within Accounting, Finance, Audit, Risk & Compliance, or Sustainability
Expertise working with complex, regulated data structures and translating regulatory requirements into scalable, software-driven workflows
Experience integrating with or managing ERP (e.g., Oracle, Workday, SAP, Sage), EPM (e.g., Oracle, Planful, Anaplan), and enterprise data/analytics platforms (e.g., Snowflake, Power BI)
Foundational knowledge of cloud platforms and modern data architectures (e.g., Snowflake, Databricks, BigQuery, Redshift, Azure Synapse)
Experience with integration technologies such as Informatica, SSIS, Boomi, MuleSoft, or Workato
Strong understanding of APIs, including REST and SOAP protocols, JSON/XML formats, and hands-on API execution through scripting.
Solid knowledge of data engineering, data warehousing, ETL processes, and SQL query development
Strong problem-solving and technical diagnostic skills.
Data-driven and detail-oriented with the ability to manage priorities independently
Excellent written and verbal communication skills, including executive-level presentations
Proven ability to build credibility, influence stakeholders, and drive cross-functional alignment
Demonstrated commitment to customer success and long-term value creation
Tech Stack
Amazon Redshift
Azure
BigQuery
Cloud
ERP
ETL
Informatica
Oracle
Python
SOAP
SQL
SSIS
Benefits
A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package