Workiva Inc.

Drive operational efficiency and workflow improvements across Customer Success, managing complex projects, optimizing systems, and maintaining data integrity through standardized processes. | Requires at least four years of Customer Success or Customer Experience operations experience, preferably in SaaS, a bachelor’s degree, and proficiency with Gainsight, Salesforce, and Snowflake. | The Senior CPX Operations Manager, Customer Success is an experienced core contributor responsible for driving operational efficiency, workflow optimization, and technical execution across the Customer Success (CS) organization. This role manages standard-to-moderately complex projects, executing workflows, and supporting day-to-day continuous improvement. What You’ll Do Systems (Tools & Process) Execution Efficiency Driver: Improve the systems (processes and tools) to drive efficiency by removing repetitive tasks for the CS team and streamlining processes, allowing them to focus on high-value customer interactions Tool Optimization: Maximize the value of our tech stack (ideally Gainsight) and partner with the Business Technology team to build automation and AI-driven workflows that allow the organization to scale Requirements & Implementation: Gather detailed business requirements from CS stakeholders and translate them into technical configurations using structured implementation methodologies Global Alignment & Change Management Process Standardization: Support regional rollouts of global operational initiatives, ensuring teams adhere to standardized processes and best practices Data Integrity: Drive local adoption of standard workflows to safeguard data accuracy and consistency across systems Cross-Functional Collaboration: Partner with cross-functional teams (e.g., Business Technology, Product, Sales) to align CS tools and workflows with broader company objectives Enablement: Develop and maintain enablement resources, including playbooks, process documentation, and field communications, to support the adoption of operational initiatives. Identify and cultivate regional change champions to reinforce best practices, facilitate knowledge sharing, and drive consistent adoption across the organization Data Analysis & Insights Customer Data Management: Design and maintain systems for collecting, consolidating, and analyzing customer interaction data and CS performance metrics Reporting & Dashboards: Build operational dashboards that provide actionable insights to CS managers and individual contributors to support informed decision-making What You’ll Need Minimum Qualifications 4+ years in Operations for Customer Success or Customer Experience, preferably within a SaaS environment Undergraduate degree in a related field or equivalent practical experience Preferred Qualifications Experience working in geographically dispersed teams Experience in leveraging technology (ideally Gainsight or similar, Salesforce, Snowflake) to automate and enhance our customer management Experience re-engineering processes (through automation and AI) to drive efficiency and enable scale/growth in CS teams Experience in gathering business requirements and implementing build/change through structure methodology Exceptional problem-solving, critical thinking, and analytical skills Solid verbal and written communication skills to translate both business needs and data insights in a clear, concise, and effective manner Ability to effectively interact with business partners at varying levels of organization Well-organized with superb project management, time management skills and attention to detail Ability to synthesize data into consumable insights and deliver them to stakeholders Personable, agile, adaptable and flexible mindset Travel Requirements and Working Conditions Willingness to travel up to 15% for team and corporate meetings, fostering relationships and representing company interests Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements How You’ll Be Rewarded ✅ Salary range in the US: $74,000.00 - $125,000.00 ✅ A discretionary bonus typically paid annually ✅ Restricted Stock Units granted at time of hire ✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Why Join Workiva Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status 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 talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-JW1

Establish shared UX operating models and decision routines, improve workflows, manage vendor budgets, and use AI and automation to streamline operations. | Requires 10+ years in UX operations or program management, including building operating models, executive communication, vendor management, and cross-functional influence. | In the role of UX Operations Lead at Workiva, you will serve as the central bridge connecting our UX disciplines, UX Design, Design Systems, Content, and UX Research, with the broader Product organization. Your primary focus will be establishing unified decision routines and shared operating models to ensure the UX organization operates as a cohesive unit. You will drive continuous operational improvements by streamlining workflows, standardizing practices, and leveraging automation and AI for repetitive tasks. While the Head of UX and UX Directors maintain ultimate responsibility for people leadership, UX strategy, and priorities, you will support them directly and collaborate closely with Product Operations on joint operating models and cross-functional initiatives. What You'll Do Rituals and Routines: Design and run recurring rituals, design critique routines, and decision-making checkpoints across all UX functions. Product Partnership: Prepare the Head of UX for Product Strategy & Operations sessions, drive follow-through, and serve as the day-to-day UX counterpart to Product Operations. Vendor Management: Own the UX tooling and vendor budget, manage renewals and procurement with IT, Procurement, Finance, and Legal. Tooling & Ways of Working: Consolidate communication channels and documentation, audit the tooling ecosystem including Figma and AI tools, pilot new tools with measurable outcomes, and build reusable templates. Hiring & Onboarding: Build the onboarding system and reusable job description, interview loop, and evaluation templates that Directors populate with discipline-specific content. Research Ops & Leveling: Connect Research Ops to shared rhythms and facilitate a cross-discipline competency and leveling framework. Communications & Reporting: Run the executive reporting cadence, communicate UX strategy to the team, and coordinate UX participation in annual cross-functional efforts. AI & Automation: Identify repeatable workflows for AI or automation, pilot with guardrails, and use operational health measures to scale what works. Team Culture: Create rituals and engagement moments that build connectivity and psychological safety across the distributed team. What You'll Need Minimum Qualifications 10+ years in UX operations, design/research program management, or a comparable operations role across multiple director-led teams Experience owning a budget and managing vendor relationships end to end Track record of building an operating model, cadence, or process from a low-maturity starting point Experience preparing an executive for high-stakes cross-org conversations and driving follow-through Preferred Qualifications Experience building operating processes, planning cadences, or shared systems where structure was limited or still evolving. Ability to influence without formal authority, facilitate decisions, and build strong relationships across disciplines. Experience preparing leaders for cross-functional discussions and translating decisions into clear actions and follow-through. Strong written and verbal communication, with the ability to adapt information for executives, team leaders, and individual contributors. Ability to prioritize a broad portfolio and deliver improvements in practical, manageable stages. Experience supporting a multidisciplinary UX organization spanning design, research, content, and design systems. Experience partnering with Product Operations on shared planning processes, workflows, or organizational standards. Experience developing hiring and onboarding systems, supporting competency frameworks, or coordinating research operations. Working proficiency with Figma, Jira, collaboration and documentation platforms, and budget-tracking tools. Experience applying AI or automation to operational workflows, with clear guardrails and measurable outcomes. Experience defining operational metrics and using data to improve processes, understand capacity, and evaluate adoption. Travel Requirements & Working Conditions Up to 10% travel to meet geographically distributed team members, depending on proximity to company offices Reliable internet access for remote work periods How You’ll Be Rewarded ✅ Salary range in the US: $177,000.00 - $290,000.00 ✅ A discretionary bonus typically paid annually ✅ Restricted Stock Units granted at time of hire ✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Why Join Workiva Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status 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 talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-KP1

Partner with Americas sales leaders to run forecasting, pipeline, and performance processes and improve sales productivity through data-driven interventions. | Requires 10+ years in sales strategy, field operations, or revenue operations in high-growth enterprise SaaS, plus Salesforce, MEDDICC, and advanced analytical tools experience. | Workiva is standing up its first dedicated Global Field Operations organization, and the Americas Field Operations Director is a founding member of it. You will be the operating partner to the Americas sales leaders and report into the VP of Global Field Operations, giving you deep regional partnership and an independent, comparable view of the business. Your first priority is to stand up the basics of a predictable sales organization (weekly forecast, pipeline inspection, deal reviews, and quarterly business review inputs), landing Workiva's global operating framework across the Americas' segments, subregions, and leaders and tailoring how it runs to the local realities that matter. This is a hands-on build-and-operate role that also needs a strategic mind: the mechanisms you set up now must scale as Workiva grows, and your scope is expected to grow with them. This is an individual contributor role that leads through influence, mechanisms, and the quality of insight. Success is measured by a reduction in end-of-quarter heroics (quarter over quarter improvement in forecast accuracy, conversion rate, deal progression on buyer evidence rather than optimism, early risk identification, and successful interventions), strong, trusted relationships with the field leadership team, and an effective, lightweight operating rhythm involving the right stakeholder and surfacing the right business signals timely. What You'll Do Operate as a trusted operating partner to Americas field team, preparing them for forecast calls, pipeline reviews, and QBRs with a clear view of what changed, why, and what to do about it Design and run the region's pipeline, forecast, deal review, and performance operating rhythms Improve forecast predictability through consistent adoption of sales process and methodology, evidence-based deal inspection, and management accountability Identify emerging performance risks and opportunities before they materially affect outcomes Translate commercial data into clear business diagnosis and recommend interventions. Work closely with Insights and Analytics to design, test, and land automation and AI-enabled tools with the field Drive consistent opportunity progression and management standards while challenging processes that create unnecessary field friction Diagnose why execution gaps persist and their unique impact on various levels of the organization; fix what you can with the right owners, and escalate systemic execution risks with evidence and recommendations Land global GTM initiatives, including our new sales stages, across diverse segments, verticals, and subregions, and spot adoption gaps early Separate legitimate local-market requirements from unnecessary process variation Create structured feedback loops from Americas into Global Field Operations, Strategy, Planning, Enablement, Systems, Deal Operations, Analytics, and other cross-functional organizations Validate planning assumptions against actual field performance Partner with Enablement where capability is constraining results Work with Partner Field Operations so partner-sourced and co-sell deals sit in a single pipeline and forecast How You Work Strategic and proactive: you see patterns behind misses and build mechanisms that continue to work at twice the size Direct and respectful: you develop defensible points of view and challenge assumptions, including your own Curious and action oriented: you dig into root causes, move with speed, and have a bias for fixing over escalating Analytical and pragmatic: you are comfortable with complexity, effective at synthesizing imperfect information, and skilled at translating analysis into decisions What You'll Need Minimum Qualifications 10+ years of related career experience in Sales Strategy & Operations, Field Operations, Business Operations, or Revenue Operations Experience building or significantly rebuilding forecasting, pipeline management, and rhythm-of-business cadences for a high-growth enterprise sales organization, ideally across multiple countries A track record of measurable improvement in forecast accuracy, pipeline discipline, or sales productivity in a SaaS environment, working as a trusted operating partner to senior sales leaders Advanced proficiency in Salesforce (or comparable CRM) and in spreadsheet and presentation tools (Google Workspace a plus) Working knowledge of sales process and qualification methodology (e.g., MEDDICC) and of forecasting and revenue intelligence platforms (e.g., Clari, Gong) Undergraduate degree or equivalent combination of relevant experience and expertise Preferred Qualifications Experience supporting a multi-segment or multi-region sales organization (for example, Enterprise and Commercial segments across the US, Canada, and Latin America) Experience introducing new sales stages, processes, or operating rhythms and driving field adoption across functional lines without direct authority Experience in sales process design, performance metrics, and go-to-market execution for enterprise SaaS Familiarity with BI and analytics platforms (e.g., QuickSight, Tableau, Power BI) and modern cloud data platforms (e.g., SQL, Snowflake), sufficient to effectively partner with Insights and Data teams Experience with the lead-to-cash process and a thorough understanding of how commercial-process friction affects pipeline, forecast, and execution speed and quality Experience with partner or co-sell sales motions Travel Requirement & Working Conditions Up to 25% travel Reliable home internet connection for remote collaboration across multiple time zones How You’ll Be Rewarded ✅ Salary range in the US: ✅ A discretionary bonus typically paid annually ✅ Restricted Stock Units granted at time of hire ✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Why Join Workiva Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status 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 talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-RM1