Principal Product Advisor, Spend Management

About the role

The Principal Product Advisor, Financials leads complex, cross-functional initiatives with high autonomy. They drive the end-to-end deployment approach and content for their pillar, which includes Core Financial Management, Spend Management, or Revenue Management. They also ensure seamless integration across all financial workstreams, solve for complex reporting needs, and identify patterns in implementation challenges to build AI-driven tools that reduce deployment effort and improve quality.

Responsibilities

• Define deployment workflows, configurations, automation, and AI tooling that significantly reduce customer and consulting effort to deploy Workday products and increase customer satisfaction.
• Optimize pre-configured content and translate delivery learnings, escalations, and patterns into concrete improvements.
• Partner with engineering to build AI-driven tools that reduce deployment effort and improve quality.
• Drive domain strategy for Core Financials, Spend Management, or Revenue Management.
• Ensure excellence in Banking and Settlement and seamless integration across all financial workstreams.
• Solve for complex reporting needs, including statutory, management, and operational reporting, by building scalable, tool-based solutions.
• Lead cross-functional teams toward shared goals without direct authority, fostering collaboration and driving alignment on complex initiatives.

Requirements

• Experience: 10+ years of experience in enterprise software deployment, financial systems consulting, or a related advisory role within Workday Financials across at least one major pillar.
• Implementation & Technical Leadership: Proven track record of leading complex, global workstreams and strong hands-on proficiency with the Workday Financials product.
• AI Fluency: Comfortable using AI tools and generative AI assistants to design or enhance implementation workflows, documentation, and training content.
• Strategic Impact: Experience translating deployment challenges and performance data into actionable, automated solutions for an enterprise software implementer.
• Enterprise Software Deployment: Deep experience planning, configuring, and optimizing enterprise financial software deployments, including managing updates, troubleshooting issues, and ensuring alignment with existing infrastructure.
• Stakeholder Management: Skilled at building and managing relationships with senior leaders across Product, Services, and Sales, ensuring alignment on deployment strategy and facilitating clear communication across groups with diverse needs and priorities.
• Solutions Development: Experienced in designing and implementing strategies or systems that solve specific deployment challenges and improve operational efficiency, from optimizing pre-configured content to creating new automation workflows.
• Consulting: Demonstrated ability to provide expert advice and solutions in Workday Financials or comparable ERP domains, including analyzing deployment issues, developing strategies, and implementing improvements that enhance delivery outcomes.
• Business Acumen: Ability to understand and interpret business situations—such as customer financial reporting requirements and deployment patterns—to make informed decisions that improve deployment quality and efficiency.
• Customer Centric Focus: A strong orientation toward understanding and prioritizing the needs of delivery teams and end customers, using their feedback and experience to drive meaningful improvements in the deployment approach.
• Content Development: Experience planning, creating, and managing deployment content, guidance materials, and tooling documentation for use by delivery teams and partners.
• Communication: Ability to clearly and effectively share complex financial and technical information across diverse audiences, from delivery consultants to senior leadership, adapting your style to the situation.
• Problem Solving: Skilled at identifying, anticipating, and addressing deployment challenges, translating patterns in escalations and feedback into scalable solutions.

Qualifications

• Deep experience planning, configuring, and optimizing enterprise financial software deployments, including managing updates, troubleshooting issues, and ensuring alignment with existing infrastructure.
• Proven track record of leading complex, global workstreams and strong hands-on proficiency with the Workday Financials product.
• Comfortable using AI tools and generative AI assistants to design or enhance implementation workflows, documentation, and training content.
• Experience translating deployment challenges and performance data into actionable, automated solutions for an enterprise software implementer.
• Experienced in designing and implementing strategies or systems that solve specific deployment challenges and improve operational efficiency, from optimizing pre-configured content to creating new automation workflows.
• Demonstrated ability to provide expert advice and solutions in Workday Financials or comparable ERP domains, including analyzing deployment issues, developing strategies, and implementing improvements that enhance delivery outcomes.
• Ability to understand and interpret business situations—such as customer financial reporting requirements and deployment patterns—to make informed decisions that improve deployment quality and efficiency.
• Strong orientation toward understanding and prioritizing the needs of delivery teams and end customers, using their feedback and experience to drive meaningful improvements in the deployment approach.
• Experience planning, creating, and managing deployment content, guidance materials, and tooling documentation for use by delivery teams and partners.
• Ability to clearly and effectively share complex financial and technical information across diverse audiences, from delivery consultants to senior leadership, adapting your style to the situation.
• Skilled at identifying, anticipating, and addressing deployment challenges, translating patterns in escalations and feedback into scalable solutions.

Skills

• Enterprise Software Deployment
• Financial Systems Consulting
• AI Tools and Generative AI Assistants
• Deployment Strategies
• Stakeholder Management
• Solutions Development
• Business Acumen
• Customer Centric Focus
• Content Development
• Communication
• Problem Solving

Benefits

Our benefits package includes:

• Flexible Work
• Comprehensive Benefits
• Equal Opportunity Employer

Pay

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants.

Schedule

We combine the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants.

Recruitment Process

If you are being referred to one of our roles, ask your connection at Workday about our Employee Referral process!

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