The Senior Data Management Consultant, is a key technical advisor within Workiva’s Data Management Practice. This role supports customers and partners through onboarding, implementation, and adoption of Workiva solutions, applying expertise in data management, integration, and automation to drive long-term value. Acting as a bridge between Sales, Engineering, and Customer & Partner Experience teams, the Architect helps organizations realize the full potential of the Workiva platform while staying aligned with broader technology solutions.
What You’ll Do
Collaborate with customers and pre-sales to understand business needs, data requirements, and facilitate seamless onboarding and implementation of Workiva solutions.
Engage with Solution Architects and Customer Success teams to ensure a cohesive customer experience.
Analyze customer needs and recommend optimal use of Workiva's Data Management Suite to achieve accurate, efficient, and scalable solutions.
Work closely with consulting project delivery stakeholders to define tasks, contribute to project plans, and monitor progress.
Review and establish data integration workflows between customer systems and the Workiva platform.
Review and develop data queries and reporting solutions, mentoring internal and external stakeholders on leading practices.
Conduct knowledge sharing sessions and create documentation for deployed solutions, configurations, and best practices to enable customer and partner self-sufficiency.
Gather feedback from customer and partner interactions and share insights with Product Development and Product Management.
Drive customer and partner success by fostering product adoption, ensuring satisfaction, and contributing to overall customer health, collaborating with Customer Success and Partner Experience teams to define expected outcomes and demonstrate value.
Accurately document new and existing data management features and functionalities.
Proactively monitor customer and partner environments, staying informed about the Workiva product roadmap to provide effective support and guidance
What You’ll Need
Minimum Qualifications
Bachelor’s Degree in a technical field of study, preferably Computer Science, Computer Engineering, Information Technology or equivalent working experience and knowledge in lieu of degree
6+ years related career experience in customer-facing roles - preferably Customer Success, Solution Architecture, or Consulting
Experience with Python for scripting and automation
Preferred Qualifications
Experience integrating or managing Software-as-a-Service (SaaS) applications and enterprise systems (ERP, EPM, Data & Analytics like Oracle, Workday, SAP, Snowflake, Power BI)
Expertise in various data structures, schemas, and modern data architectures (Snowflake, Databricks, BigQuery, Redshift, Azure Synapse), with the ability to translate complex regulatory data requirements into intuitive, software-driven workflows.
Prior experience with integration technologies (Informatica, Microsoft SSIS, Boomi, Mulesoft, Workato) and proficiency in Python for scripting, automation, and data manipulation to build scalable workflows
Knowledge of API design principles, patterns (SOAP, REST), data formats (JSON, XML), and hands-on experience executing APIs through scripting.
Strong understanding of Data Engineering, Data Warehousing, ETL techniques, and the ability to create, review, and troubleshoot queries using SQL.
Basic to Intermediate Python scripting skills; Python certification (PCAP or equivalent desired).
Excellent verbal and written communication and presentation skills.
Self-starter with strong problem-solving and technical diagnostic abilities, capable of managing time and prioritizing demands
General computer technology skills (Word/Google Docs, Excel/Google Sheets, PowerPoint/Google Slides)
Ability to build credibility and relationships with, and influence, business stakeholders and technical leaders at various levels
Travel Requirements and Working Conditions
Up to 15% travel for customer and internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office
Workiva is an Equal Opportunity 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, gender identity, race, religion, disability status, sexual orientation, 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 employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Top Skills
What We Do
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.
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