24 jobs found

Job Description Summary/Function: The Business Tools Analyst, Trainer and CRM Associate for Wealth Management is part of the Desktop Solutions Group, and will be responsible for product implementation of tools, and other Financial Advisor desktop tools. The Desktop Solutions Group supports Wealth Management branches in ongoing training through branch visits, webinars, recorded videos, remote access to individual user’s desktops, phone calls with individual users and assistance via email. Experience and Skills Qualifications: * Minimum of a Bachelor’s degree in business or related field, or 5 years related experience * Industry experience in retail investments, estate planning, financial planning, audit, accounting, or insurance preferred * 5-8 years of experience as a successful trainer * Excellent written and verbal communication skills * Experience with the Thomson Reuters / BETA, Trade Web, CRM, Envestnet, Hearsay and/or other Wealth...

Summary The Strategic Account Manager is a hunter at heart, and often Workiva's first contact into a F1000 prospect organization. This person possess the ability to navigate and network in extremely large multi-national accounts that result in Qualified Pipeline and Bookings. This individual consistently utilizes their ability to engage, listen, challenge, and ask the right questions in a manner that creates a superior prospect/customer experience, and sets the stage for future Workiva product sales. As a rapidly growing SaaS company with high-performance teams and a collaborative culture where employee innovation and ideas are encouraged, this position is vital to Workiva's success. The Strategic Account Manager partners closely with a team of Regional Sales Directors to drive pipeline for existing customers and net new logos. Strategic Account Managers accomplish this objective through a variety of strategies such as: social selling tactics, referral mining, people mapping,...

Summary The Senior Solution Engineer leads technical and solution mapping of a customer's needs to our application across one or more complex domain areas. This role will guide, direct and lead technical discussions on sales calls with customers and provide support for marketing through trade show attendance, presentations, product channel trainings, and webinar presentations and hosting. The Senior Solution Engineer is seen as a leader among their peers and proactively finds opportunities to have a cross-organizational impact and may help develop and mentor others. Leads self and provides expertise and guidance to other Solution Engineers.  What You’ll Do  Coach to pre-sales framework to engage customers and prospects via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs.  Develop best practices for customer success by working with Workiva...

Position Overview: The Solution Engineer - Quote to Cash (Q2C) is dedicated to driving revenue for ATG through accurate and in-depth review of a customer's organization, business and technology environment, and key business needs encompassed within the Monetization Ecosystem. The team has scaled to meet organizational demand domestically and internationally and constantly works to become more operationally sound, risk mitigated, and accurate in estimation on offerings to our customers. Key Responsibilities: ·        Scope new opportunities : o   Engage in pre-sales process in conjunction with the ATG sales and account delivery team to qualify and scope new opportunities for ATG o   Experience varies daily: Engage is a strategic and fast paced environment with shifting demands o   Build rapid trust through knowledgeable contributions to prospects...

Company Overview: Advanced Technology Group (ATG), a Cognizant Company, is a global leader in Quote to Cash advisory, implementation, and managed services to both mid-market and large enterprise brands seeking increased agility in the “everything as-a-service” economy. Implementing CRM, Quoting, and Billing systems are the core of what we do and we are the #1 implementation partner for three leading providers of cloud or platform-based CPQ and Billing Solutions.  We provide unique and differentiated value to our clients, our ISV partners, and our GSI partners, using years of domain expertise, a set of proprietary tools and intellectual property, and a refined set of delivery accelerators.  Position Overview: The Solution Architect is a senior project leadership role that is critical to the success of our implementations.  Solution Architects are often the most senior technical resource on a project team....

Company Overview: Advanced Technology Group (ATG), a Cognizant Company, is a global leader in Quote to Cash advisory, implementation, and managed services to both mid-market and large enterprise brands seeking increased agility in the “everything as-a-service” economy. Implementing CRM, Quoting, and Billing systems are the core of what we do and we are the #1 implementation partner for three leading providers of cloud or platform-based CPQ and Billing Solutions.  We provide unique and differentiated value to our clients, our ISV partners, and our GSI partners, using years of domain expertise, a set of proprietary tools and intellectual property, and a refined set of delivery accelerators.  Position Overview: The mission of the Enterprise Architect is to provide strategic technical leadership that enables business success as impacted by technology and its application to business systems (integrated technology,...

As a Software Engineer on our Infrastructure team, you will be responsible for developing, managing, and optimizing the fundamental building blocks of our platform, including Kubernetes, networking, and surrounding infrastructure. You'll play a pivotal role in ensuring the stability, scalability, and security of our microservices-based architecture. At Workiva, we believe in the power of diverse perspectives. We value potential and enthusiasm over an exact skillset or expertise. We are open to candidates who are excited to work in this space and bring their unique experiences to our team. If you're passionate about infrastructure and eager to contribute to the success of a dynamic organization, we encourage you to apply. What You’ll Do Bootstrap Kubernetes clusters by setting up essential networking components, such as VPC, load balancers, and firewalls, to ensure secure and efficient cluster operation. Build and maintain container images using...

Summary The Commercial Strategy Manager is responsible for directly engaging with commercial customers on strategic, complex nonstandard opportunities that will drive growth while ensuring alignment with Workiva business objectives. This individual contributor will partner with internal cross-functional stakeholders to creatively address our customers’ challenges and empower our customers to rapidly grow through innovative solutions. This role leads the deal engagement by creating an actionable strategy and deal structure. Responsibilities Deal Strategy and Negotiation Acts as a trusted advisor and thought leader for Sales, Deal Desk, and the customer in the development of complex nonstandard deal strategy with a focus on the commercial aspects of the deal and associated contractual business terms Partners with the customer, Sales, and Value Management team to help set objectives, analyze priorities, and ensure customer executive alignment on...

Job Summary The Senior Director of Partner Sales will provide leadership in the establishment, growth, and GTM strategy for industries for Workiva. The Senior Director will leverage their prior industry experience to optimize existing partner relationships, develop offering and accelerators with partners, drive net-new growth, identify new partnership opportunities, and build out the Distribution model for specific industries. They will oversee and direct the development of multi-function plans specific to the Industry they cover, as well as drive future concepts, products, or technologies both Partner and Workiva-led specific to the markets they lead. This position works closely with the SVP of industries, their Area Vice Presidents, and the Industry Solution Owners. Cross organizational alignment with Alliance Directors, Marketing, Product Development, Customer Success, and Sales Operations is critical in ensuring program success. The Senior Director will be recognized as a...

Summary The Senior Machine Learning Engineer is responsible for delivering machine learning (ML) infrastructure solutions across Workiva with the goal of improving quality, reliability, and efficiency of ML services. The role develops tools, systems, and automation to help monitor, measure, manage, and make transparent Workiva’s machine learning models. The Senior ML Engineer analyzes issues that prevent availability or scaling and derives solutions that provide long-term stability. The role works across product lines to standardize tools and methodologies. They will also provide technical leadership to a team of Engineers to create a reliable and stable platform. What You'll Do Deliver, update, maintain machine learning model training infrastructure Design systems to enable rapid ML development, high availability, and clear observability Write automated tests (unit, integration, functional, etc) with ML solutions in mind Develop...

Job Summary The Intern - Solution Engineering will assist the Solution engineering team in project work surrounding software demonstrations and translation of technical scenarios. Responsibilities Assist in the translation of technical scenarios to a story understood by broader audience Assist in the creation and execution of software demonstrations showing different use-cases and contexts Collaborate cross-functionally to understand capabilities, impacts, and customer journey Support the Sales team as needed Assist Client Services and Customer Success teams to provide support for customer onboarding as needed What You'll Need Education Currently enrolled in degree seeking program, preferable Technology, Engineering, MIS, Finance, Accounting or a related field. Experience Exposure to SaaS and/or Cloud-based financial solutions and ecosystems Exposure to or experience in any/all of the following: Accounting and finance...

Job Summary The Business Intelligence Analyst Intern acts as an ad hoc Data Analyst, reviewing and answering questions regarding a variety of information. Assists with building visualization and research tooling and reporting. Responsibilities Work with existing metrics, reports, dashboards, and BI processes to support ongoing, customer success and improvements Research, and answer questions from internal team members regarding internal and public data Provides graphical, tabular, and textual reports to the end user Assists with building data infrastructure to supported automated reporting of disparate data sources Assists with building static and interactive dashboards to support reporting needs What You'll Need Skills Statistical knowledge with the ability to participate in data analysis Basic SQL queries skills Attention to detail R or Python, or related data analytic skills Ability to extract, analyze, summarize, and...

Job Summary The Intern - Creative Marketing contributes to a variety of creative and multimedia projects and initiatives. Responsibilities     Graphic Design Designs and develops various forms of media for use in print or digital format Executes projects, for both online and print products, that reflect Workiva brands and its creative components (ie: web design, marketing banners) Works with Creative Services on video and photo projects; assisting with photography, shoot set-up or other support as needed Works with other members of the Corporate Marketing team and provides creative input on projects Creates, defines and maintains Workiva brand style guidelines and iconography Maintains a library of approved iconography and style guidelines Refines media products and presentations to provide uniform identity for all materials What You'll Need Education Must be currently enrolled in a degree-seeking program, preferably in...

Summary The Enterprise Customer Success Manager at Workiva is a dynamic role focused on customer happiness and growth. By building strong relationships, understanding customers, and collaborating with internal teams, you'll help customers get the most from our solutions. You'll be a customer champion, driving adoption, and finding innovative ways our platform can solve challenges. Your positivity and project management skills will ensure smooth interactions, leading to satisfied customers, expanded usage, and business success. Join us in making a difference for our customers and Workiva!   What You’ll Do:   Build strong relationships with key customer stakeholders to help guide us through their organization and introduce us to different teams. As well as, generate leads for the Workiva sales team to pursue. Evaluate organizational inefficiencies to help customers define appropriate business outcomes to be achieved. Identify opportunities...

Summary Workiva Customer Success Managers (CSMs) are a critical part of our customer-facing team. The CSM serves as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes, and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers’ ROI in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva’s Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey. What You’ll Do: Drive customer adoption of Workiva solutions Continuously prove ROI to your customers Consult on best practices, workflows, and management...

Summary As a Senior Product Manager, you will define and drive the end-to-end product vision and strategy for your area. This role will be focused on enabling an integrated experience to connect, curate, and prepare data from disparate systems of record for analysis and reporting in the Workiva Platform. You will work closely with customers to understand their needs and pain points and prioritize and sequence feature development and releases leading to significant and tangible business value. You will develop your ideas into real products that our customers use and love every day. You will build strong working relationships across multiple engineering, design, project management, and business teams, and work closely with senior leaders within product development and across the company. You will be an advocate for your customers throughout the organization and hold a very high bar for building a high quality product What You’ll Do: Owns a significant...

Are you a passionate Senior Software Engineer looking for an exciting opportunity to contribute to the backbone of our Research and Development (R&D) efforts? If you have a knack for building robust CI/CD systems and are eager to stay ahead of the curve in the ever-evolving tech landscape, then this role is for you. As a Senior Software Engineer on our Infrastructure team, you'll be part of a dynamic group responsible for developing cutting-edge CI/CD systems that enable our internal product development teams to work seamlessly. Your expertise in full-stack development, combined with your drive for self-learning, will make you the go-to expert for our R&D teams. We're open to candidates without prior infrastructure experience, as long as they demonstrate eagerness to pick up these skills and a strong foundation in software engineering. What You’ll Do Design and Develop : Create high-quality software solutions that align with business and...

Job Summary The Business Intelligence Analyst Intern acts as an ad hoc Data Analyst, reviewing and answering questions regarding a variety of information. Assists with building visualization and research tooling and reporting. Responsibilities Work with existing metrics, reports, dashboards, and BI processes to support ongoing, customer success and improvements Research, and answer questions from internal team members regarding internal and public data Provides graphical, tabular, and textual reports to the end user Assists with building data infrastructure to supported automated reporting of disparate data sources Assists with building static and interactive dashboards and web apps to support research What You'll Need Skills Statistical knowledge with the ability to participate in data analysis Database skills including SQL queries Attention to detail R or Python programming language skills preferred Ability to extract, model...