Growth Solutions Principal, Financial Services

October 3, 2026

Job Description:

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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