Implementation Consultant

About the role

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.

Responsibilities

• 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.

Qualifications

• 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, Familiarity with Microsoft Office Suite and Google Workspace applications, Reliable internet access for any period of time working remotely and not in a Workiva office.

Pay

$74,000.00 - $118,000.00 USD salary range in the US.

Schedule

Up to 25% travel for customer and internal meetings.

Benefits

A discretionary bonus typically paid annually, Restricted Stock Units granted at time of hire, 401(k) match and comprehensive employee benefits package.