Presales Engagement Manager

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Summary

The Presales Engagement Manager 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 Services, Workiva implementation partners, and/or customer resources. This role is responsible for developing and presenting new content to customers to ensure the customer is informed with the appropriate implementation expectations.

Responsibilities

  • Drives 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 Services legal contract terms and rates, including consulting hours and fixed fee services.
  • Interfaces 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 tracks key deals and provides insight on forecast probability, stage, and completion with guidance from the leadership team.
  • Develops and maintains a strong understanding of the Workiva platform to know the resources and expertise needed for a successful implementation.
  • Conduct detailed discovery meetings, collect requirements and gain mutual understanding of customers needs followed by positioning ideal customer success 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
  • Provide the Professional Services team & customers with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful transformation.

What You'll Need

Education

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

Experience
  • 3+ years in a customer facing role preferably in consulting and/or professional services with responsibility for account management, program management and/or management consulting
  • Understanding of accounting and business systems including SAP, Oracle, Workday, Microsoft, and other ERP/GL platforms
  • Experience working with cross-functional and geographically dispersed team members and customers
  • Understanding of sales, services and statements of work/contracts

 

Skills
  • 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
  • Up to 50% travel

 

Working Conditions & Physical Requirements
  • Reliable internet access for any period of time working remotely, not in a Workiva office.

How You'll Be Rewarded

  • Base Pay Range in Colorado: $84,000 - $110,000
  • An incentive typically paid quarterly
  • Restricted Stock Units granted at time of hire

The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success: Always delight our customers.

  • Trust: Rely on each other. 

  • Integrity: Do the right thing, every time. 

  • Collaboration: Share resources and work together. 

  • Innovation: Keep creating solutions and finding better ways. 

  • Inclusion: Support a diverse community where we all belong. 

  • Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy: 

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.

  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.

  • Involvement: Ability to participate in Employee Resource Groups, (Women in Tech, Women in Sales, Ethnic Diversity, Veterans, Rainbow (LGBTQ), Remote Employees, Caregiving) Volunteering, Company wide celebrations, and more

  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.


Learn more about life at Workiva: www.linkedin.com/showcase/workiva-life-and-careers/

Learn more about the company: https://www.linkedin.com/company/workiva/

Learn more about benefits: https://www.workiva.com/careers/benefits


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.

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 supports employees in working where they work best - either from an office or remotely from any location within their country of employment. Effective October 18, 2021, proof of COVID-19 vaccination is required to visit any Workiva office, attend in-person meetings, or travel for business purposes.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • Google AppEngineLanguages
    • Open SourceLanguages
    • Dart Languages
    • ReactLibraries
    • CassandraDatabases
    • Graph DatabaseDatabases
    • Google AnalyticsAnalytics
    • JIRAManagement
    • DrupalCMS
    • SalesforceCRM
    • MarketoLead Gen

Location

Workiva is in an ideal location on the banks of the South Platte River surrounded by restaurants and retail shops!

An Insider's view of Workiva

What’s the vibe like in the office?

Workiva is a close-knit workplace where teamwork is highly valued—people encourage and truly appreciate the hard work of their fellow team members and treat each other with respect.

Molly Nitka

Corporate Programs Manager

What is your vision for the company?

Our mission at Workiva—to power transparent reporting for a better world—is supported by our company values: customer success, innovation, trust, integrity, inclusion, collaboration, and accountability. We are successful because we put our employees first, listen to their voices, and respond to their needs.

Marty Vanderploeg

CEO

What are Workiva Perks + Benefits

Workiva Benefits Overview

When you join Workiva, you get a world-class benefits package for you and your family. On day one, every full-time employee starts with stock options, vacation, and the opportunity to enroll in our discounted stock purchase plan.

We offer comprehensive health, dental, and vision care plans; life and disability insurance; and 12 weeks of paid parental leave. With a casual dress code, support for health and wellness, and flexible work hours, we’ve got you covered for whatever life brings.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
We have seven employee resource groups that are formed around a shared interest or common goal. These groups are designed to support their members and cultivate a more diverse & inclusive workspace.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
We provide up to 12 weeks of parental leave for the primary caretaker. Workiva also provides 12 weeks of leave for the secondary caretaker.
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Onsite gym
Professional Development Benefits
Job training & conferences
Workiva offers employees professional development opportunities like Onsite training courses, The ability to attend job related conferences and seminars.
Promote from within
Continuing education available during work hours

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