Field Operations Director - AMER
Workiva
Workiva is standing up its first dedicated Global Field Operations organization, and the Americas Field Operations Director is a founding member of it. You will be the operating partner to the Americas sales leaders and report into the VP of Global Field Operations, giving you deep regional partnership and an independent, comparable view of the business. Your first priority is to stand up the basics of a predictable sales organization (weekly forecast, pipeline inspection, deal reviews, and quarterly business review inputs), landing Workiva's global operating framework across the Americas' segments, subregions, and leaders and tailoring how it runs to the local realities that matter. This is an individual contributor role that leads through influence, mechanisms, and the quality of insight. Success is measured by a reduction in end-of-quarter heroics (quarter over quarter improvement in forecast accuracy, conversion rate, deal progression on buyer evidence rather than optimism, early risk identification, and successful interventions), strong, trusted relationships with the field leadership team, and an effective, lightweight operating rhythm involving the right stakeholder and surfacing the right business signals timely. Operate as a trusted operating partner to Americas field team, preparing them for forecast calls, pipeline reviews, and QBRs with a clear view of what changed, why, and what to do about it Design and run the region's pipeline, forecast, deal review, and performance operating rhythms Improve forecast predictability through consistent adoption of sales process and methodology, evidence-based deal inspection, and management accountability Identify emerging performance risks and opportunities before they materially affect outcomes Translate commercial data into clear business diagnosis and recommend interventions. Work closely with Insights and Analytics to design, test, and land automation and AI-enabled tools with the field Drive consistent opportunity progression and management standards while challenging processes that create unnecessary field friction fix what you can with the right owners, and escalate systemic execution risks with evidence and recommendations Land global GTM initiatives, including our new sales stages, across diverse segments, verticals, and subregions, and spot adoption gaps early Separate legitimate local-market requirements from unnecessary process variation Create structured feedback loops from Americas into Global Field Operations, Strategy, Planning, Enablement, Systems, Deal Operations, Analytics, and other cross-functional organizations Validate planning assumptions against actual field performance Work with Partner Field Operations so partner-sourced and co-sell deals sit in a single pipeline and forecast 10+ years of related career experience in Sales Strategy & Operations, Field Operations, Business Operations, or Revenue Operations
- Experience building or significantly rebuilding forecasting, pipeline management, and rhythm-of-business cadences for a high-growth enterprise sales organization, ideally across multiple countries
- A track record of measurable improvement in forecast accuracy, pipeline discipline, or sales productivity in a SaaS environment, working as a trusted operating partner to senior sales leaders
- Advanced proficiency in Salesforce (or comparable CRM) and in spreadsheet and presentation tools (Google Workspace a plus)
- Working knowledge of sales process and qualification methodology (e.g., MEDDICC) and of forecasting and revenue intelligence platforms (e.g., Undergraduate degree or equivalent combination of relevant experience and expertise
- Restricted Stock Units granted at time of hire
- 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.
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