The Implementation Consultant directly interfaces with customers and partners to deliver sustainable, scalable Workiva solutions that achieve desired business outcomes. This hands-on, customer-facing role involves configuring solutions, building process documentation, and training users across multiple concurrent engagements.
In this team-first role, you will apply established best practices, perform quality reviews of peer and partner work, and actively enable implementation partners to deliver to Workiva standards. The Workiva platform evolves constantly, so we are looking for someone who proactively adopts new product knowledge and shares insights to strengthen the team’s collective expertise.
What You’ll Do
Customer Delivery & Training
Solution Implementation: Manage customer process designs, execute data migration (mapping and transforming), and document processes for seamless handoffs.
User Enablement: Directly train end users or coordinate comprehensive training plans with customer teams.
Problem Solving & Scope Management: Independently resolve complex challenges, escalating efficiently when needed, while adhering to contractual scopes and utilization targets.
Quality Assurance & Best Practices
Quality Reviews: Evaluate peer and partner implementations to ensure adherence to Workiva best practices, exercising sound judgment on deviations and escalating significant issues.
Insights & Feedback: Identify trends in customer satisfaction and partner delivery, translating those experiences into structured feedback for product and professional services teams.
Partner Support
Partner Implementation: Support joint delivery engagements by guiding partners on Workiva methodology and platform behavior.
Partner Enablement: Lead technical enablement sessions to evaluate delivery readiness, and provide constructive feedback using solution rubrics.
What You’ll Need
Minimum qualifications
Bachelor’s degree or equivalent combination of education and experience in a related field
3+ years of experience in service delivery, finance, accounting, audit, or a related role
Preferred qualifications
Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and related technology platforms
Hands-on experience with the Workiva platform, other SaaS or cloud technologies, or data architectures
Consultant-level experience at a services firm or public accounting preferred
Clear, confident communication with customers and partners across technical and non-technical audiences
Comfort with ambiguity; strong instinct for when to solve independently and when to escalate
Self-motivated with a strong propensity for action, results, and continuous improvement
Ability to present topics clearly and succinctly across stakeholder levels
Familiarity with Microsoft Office Suite and Google Workspace applications
Travel Requirements and Working Conditions
Up to 25% travel for customer and internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Workiva is an Equal Opportunity 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, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
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