增长解决方案资深专家，金融服务
Growth Solutions Principal, Financial Services
帮助建立Workiva在银行监管报告领域的影响力。作为增长解决方案负责人，金融服务，你将带来深厚的银行业监管报告专业知识，推动Workiva在这一新兴增长机会中的发展。你将直接与早期客户合作，了解Workiva如何提供差异化的解决方案。
这不是一个传统的报告运营岗位或纯粹的战略市场研究岗位。你将结合实际的客户交付与产品和市场的塑造，与产品、解决方案开发咨询、销售、预销售、产品营销和客户成功团队合作，将早期客户的洞察转化为可扩展的解决方案。
你将成为一个新兴市场的基础领域领导者：帮助建立金融机构的信任，验证客户价值，影响产品方向，并制定使Workiva在银行监管报告领域增长的策略。
你将负责的工作
范围
· 作为增长解决方案负责人，评估新兴市场机会，帮助Workiva扩大可触及市场，初始重点是银行监管报告。
· 将深厚的金融服务业和银行业领域知识贡献给早期市场工作的解决方案评估和商业案例验证。
· 与跨职能团队（产品、咨询、销售、预销售、产品营销、客户成功）合作，建立信任并区分Workiva。
· 为早期采用者客户提供数据映射和申报所需工作流程的直接指导，利用交付经验来指导扩展策略。
解决问题
- 应对进入新市场固有的模糊问题，并评估解决方案的可行性。
- 应用创新方法开发银行监管报告的早期解决方案，包括表单、数据映射方法和尚未有内部成熟方案的工作流程设计
- 解决关键的客户上线和技术集成问题，以确定市场机会是否值得进一步投资。
自主权与影响
- 直接影响早期客户的申报成功，生成支持长期投资和扩展策略的证据。
- 根据直接实施的见解和领域知识，影响跨职能的产品和交付路线图。
协作与互动
- 广泛与产品、解决方案开发咨询、销售、预销售、产品营销和客户成功团队合作。
查看英文原文
Help build Workiva’s presence in banking regulatory reporting. As Principal, Growth Solution, Financial Services, you will bring deep banking regulatory-reporting expertise to a new growth opportunity for Workiva. You will work directly with early customers to understand how Workiva can deliver a differentiated solution.
This is not a traditional reporting-operations role or a purely strategic market-research role. You will combine hands-on customer delivery with product and market shaping, partnering with Product, Solutions Development Consulting, Sales, Presales, Product Marketing, and Customer Success to turn early customer insight into a scalable offering.
You will be a foundational domain leader in an emerging market: helping establish credibility with financial institutions, prove customer value, influence product direction, and create the playbook that enables Workiva to grow in banking regulatory reporting
What you’ll do
Scope
· Operate as a Growth Solutions Principal, evaluating emerging market opportunities and helps Workiva expand our addressable market with an initial focus on banking regulatory reporting.
· Contribute deep financial services and banking domain knowledge to evaluate solutions and validate business cases in early market efforts.
· Partner across cross-functional teams (Product, Consulting, Sales, Presales, Product Marketing, Customer Success) to establish credibility and differentiate Workiva.
· Provide hands-on guidance to early adopter customers on data mappings and workflows required for filings, using delivery experience to inform expansion strategy.
Problem Solving
- Navigate ambiguous problems inherent to entering new markets and evaluating solution viability.
- Apply innovative techniques to develop early solutions for banking regulatory reporting, including forms, data mapping approaches, and workflow design that don't yet have a proven playbook internally
- Solve critical customer onboarding and technical integration issues to determine whether the market opportunity warrants further investment.
Discretion and Impact
- Directly influence early customer filing success, generating evidence to support long-term investment and expansion strategy.
- Inform cross-functional product and delivery roadmaps based on direct implementation insights and domain knowledge.
Collaboration and Interaction
- Collaborate extensively across Product, Solutions Development Consulting, Sales, Presales, Product Marketing, and Customer Success teams.
- Serve as a trusted domain expert for early adopter customers during presales engagement , hands-on delivery support and to product development to ensure Workiva delivers a world class solution for regulatory reporting on our platform.
Autonomy
- Exercise high latitude and independence in establishing Workiva in new markets based on broad strategic objectives.
- Combine tactical delivery guidance with strategic evaluation to prove out early financial services solutions.
What You’ll need
Min Qualifications
· Requires a minimum of 10 years of related experience with a Bachelor’s degree; or 8 years and a Master’s degree; or a PhD with 6 years of experience
Preferred Qualifications
- Recognized as a subject matter expert in financial services and banking regulatory reporting.
- Possess deep domain knowledge of regulatory filing workflows and data mapping requirements.
- Deep understanding of end-to-end regulatory filing processes.
- Knowledge of core banking products and data domains relevant to regulatory reporting, including loans, deposits, securities, derivatives, capital, liquidity, and general ledger or finance data.
- Experience delivering customer-facing implementations, consulting engagements, pilots, or solution-validation efforts involving banking regulatory reporting technology.
- Experience gathering customer feedback and implementation insights, identifying recurring market needs, and translating findings into product, delivery, and go-to-market recommendations.
- Strong consultative communication and stakeholder-management skills, with the ability to build credibility with senior finance, regulatory reporting, risk, data, and technology leaders.
- Experience operating effectively in ambiguous, fast-moving environments where requirements, product capabilities, and go-to-market approaches are still evolving.
Travel & Work Environment
- Up to 25% travel.
- Remote work requires reliable high-speed internet.
How You’ll Be Rewarded
✅ Salary range in the US: $169,000.00 - $295,000.00✅ A discretionary bonus typically paid annually
✅ 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.
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.
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.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email .
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.
Originally posted on Himalayas