Summary

The Presales Implementation Consultant directly interfaces with current and potential Workiva customers to determine and recommend platform implementation strategies during the sales process. These strategies may include a combination of Workiva Professional Services, Workiva implementation partners, and/or customer resources. This role is responsible for developing and presenting up to date content to customers to ensure the customer is informed with the appropriate implementation expectations.

What You’ll Do

• Drive the communication with the customer regarding implementation expectations, which includes developing and presenting delivery strategies to assist customers with implementation planning to meet their goals

• Collaborate with sales and other cross-functional Workiva teams to advise on implementation discussions to help customers ensure their success with Workiva

• Learn, apply and improve internal frameworks to prepare customized presentations to discuss implementation planning with prospective customers

• Develop strong understanding of Workiva Solutions and Services, including consulting hours and fixed fee services

• Interface directly with strategic implementation partners, offers insights to help teams prepare, and provides input on implementation expectations to develop joint go-to-market proposals for prospective customers

• Actively track key deals and provide insight on forecast probability, stage, and completion with guidance from the leadership team

• Develop and maintain a strong understanding of the Workiva platform to know the resources and expertise needed for a successful implementation

• Conduct detailed planning meetings, collect requirements and gain mutual understanding of customers needs followed by positioning ideal customer solutions to resolve these needs

• Facilitate contracting and negotiation activities for paid success solutions including proposals, contracts and/or statement of work (SOWs) in close collaboration with our cross-functional Workiva teams

• Responsibly focus on workflows between pre-sales and resourcing/delivery team kick-off activities and maintain stakeholder relationships

• Provide the Professional Services team & customers with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful implementation

What You'll Need

Minimum Qualifications

• 4+ years of experience in a customer facing role in consulting, professional services, software implementation, presales or equivalent 

• Undergraduate Degree or equivalent combination of education and experience in a related field

Preferred Qualifications

• Understanding of complex finance and business platforms such as SAP, Oracle, Workday, Microsoft or equivalent software platforms 

• Experience working with cross-functional and geographically dispersed team members and customers

• Understanding of sales, services and statements of work (SOWs) and contracts

• Strong understanding of technology principles and services, including infrastructure, business applications, data management, and application platforms, preferably in a SaaS environment

• Ability to be at ease when engaging, communicating, consulting and presenting straightforward information and/or strategic value propositions to all levels of an organization

• Ability to integrate, motivate and build relationships with local and remote cross-functional team members and other key stakeholders, involved with the implementation planning during the sales process

• Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines

• Developing skills in mediating and negotiating to find common ground with internal and external stakeholders

• Flexibility in a constantly changing and fast-paced environment, and maintain quality service by establishing and enforcing organization standards

• Proven problem-solving skills, process improvement and business acumen

Travel Requirements and Working Conditions

• Willingness to travel up to 40% for team and corporate meetings, fostering relationships and representing company interests  

• Reliable internet access for any period of time working remotely, not in a Workiva office

How You’ll Be Rewarded

✅ Eligible for commission based on sales performance

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Workiva is an Equal Employment Opportunity and Affirmative Action Employer.  We believe that great minds think differently.  We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.  We strongly encourage and welcome people from historically marginalized groups to apply.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.