Implementation Consultant

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

How You’ll Be Rewarded

✅ 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 View email address on us.fitly.work .

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.