Growth Solutions Principal, Financial Services
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Job Description
Growth Solutions Principal shaping Workiva’s banking regulatory reporting platform. Guiding early customers, product strategy, and market expansion for financial institutions.
Responsibilities:
- Evaluate emerging market opportunities and help Workiva expand its addressable market, initially focusing on banking regulatory reporting
- Contribute financial services and banking domain knowledge to evaluate solutions and validate business cases in early market efforts
- Partner with Product, Consulting, Sales, Presales, Product Marketing, and Customer Success to establish credibility and differentiate Workiva
- Guide early adopter customers hands-on through data mappings and workflows required for filings
- Navigate ambiguity while entering new markets and evaluating solution viability
- Develop early solutions for banking regulatory reporting, including forms, data-mapping approaches, and workflow design
- Solve customer onboarding and technical integration issues to assess further investment in the market opportunity
- Influence early customer filing success and long-term investment and expansion strategy
- Inform product and delivery roadmaps using implementation insights and domain knowledge
- Serve as a trusted domain expert during presales, hands-on delivery support, and product development
- Establish Workiva in new markets with autonomy, combining tactical delivery guidance with strategic evaluation
Requirements:
- 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
- Recognized as a subject matter expert in financial services and banking regulatory reporting
- 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
- Reliable high-speed internet for remote work
Benefits:
- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match
- Comprehensive employee benefits package
- Remote work from any location within the country of employment
- Up to 25% travel
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