Growth Solutions Principal, Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess emerging market opportunities to aid Workiva in expanding its addressable market, with an initial emphasis on banking regulatory reporting.

• Leverage financial services and banking expertise to evaluate solutions and validate business cases during initial market endeavors.

• Collaborate with Product, Consulting, Sales, Presales, Product Marketing, and Customer Success teams to build credibility and distinguish Workiva in the market.

• Provide hands-on guidance to early adopter customers through the data mapping and workflow processes necessary for filings.

• Manage ambiguity while exploring new markets and assessing solution feasibility.

• Create preliminary solutions for banking regulatory reporting, encompassing forms, data-mapping strategies, and workflow design.

• Address customer onboarding and technical integration challenges to evaluate potential investments in market opportunities.

• Impact early customer filing success and influence long-term investment and growth strategies.

• Utilize implementation insights and domain expertise to inform product and delivery roadmaps.

• Act as a trusted domain expert during presales, providing hands-on delivery support and contributing to product development.

• Establish Workiva in new markets independently, integrating tactical delivery guidance with strategic assessment.

⛳️ Requirements

• A minimum of 10 years of relevant experience with a Bachelor's degree; or 8 years with 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.

• Extensive domain knowledge of regulatory filing workflows and data mapping requirements.

• Comprehensive understanding of end-to-end regulatory filing processes.

• Familiarity with core banking products and data domains pertinent to regulatory reporting, such as loans, deposits, securities, derivatives, capital, liquidity, and general ledger or finance data.

• Experience in delivering customer-facing implementations, consulting projects, pilots, or solution-validation initiatives involving banking regulatory reporting technology.

• Proven ability to gather customer feedback and implementation insights, identify recurring market demands, and translate those insights into product, delivery, and go-to-market strategies.

• Strong consultative communication and stakeholder-management capabilities, with the ability to establish credibility with senior finance, regulatory reporting, risk, data, and technology leaders.

• Experience thriving in ambiguous, fast-paced environments where requirements, product functionalities, and go-to-market strategies are still evolving.

• Access to reliable high-speed internet for remote work.

🏝️ Benefits

• A discretionary bonus typically awarded annually.

• Restricted Stock Units granted at the time of hire.

• 401(k) matching program.

• Comprehensive employee benefits package.

• Remote work flexibility from any location within the country of employment.

• Up to 25% travel required.