The Resource Manager deploys resources for pre and post sales projects with Workiva’s Customer and Partner Experience (CPX) organization. This person is the liaison between Sales, Implementation Consultations, Solutions Architects, Project Managers, Subject Matter Experts, and Customer Success. The Resource Manager must also ensure that project resourcing is managed in order to assure timely delivery and must communicate to appropriate project managers resourcing issues that may impact scheduled deadlines.

What You’ll Do

Collaborate with department leaders to allocate resources for customers, partners, and projects

Oversee resource allocation, ensuring alignment with demand, capacity, skills, and experience

Match customer needs with expertise and availability based on scoping notes

Liaise between customers externally and internally with Sales, Implementation Consultations, Solutions Architects, Project Managers, Subject Matter Experts, and Customer Success for proper resource allocation

Develop equitable workload assignments by analyzing estimated and logged hours

Assess consulting and PMO teams' capacity, sharing resource capacity with leadership regularly

Monitor project resourcing to address under- and over-utilization, resolving issues with managers

Assign resources for sales and implementation meetings, staying informed on current and upcoming projects

Conduct weekly meetings with Team Managers to discuss active programs, new business, and potential issues

Report on weekly utilization to identify areas for improvement.

Coach stakeholders on resource request procedures and manage booking conflicts

Make resource decisions during the presales process and facilitate resourcing issues for successful deployment

Enhance visibility and strengthen the resource management process using systems and technology

Maintain accurate resourcing data in resourcing platforms (i.e. NetSuite OpenAir

What You'll Need

Minimum Qualifications

2+ years of related career experience in resource planning, operations or data analysis

Undergraduate Degree or equivalent combination of education and experience in a related field

Proficiency in cloud-based software and spreadsheets

Preferred Qualifications

Detail oriented with excellent organizational skills

Outstanding interpersonal skills; proficient at developing relationships with employees and all levels of management demonstrated ability to be a trusted resource to all

Proven effective communication skills (written, listening and verbal) with all levels of the organization

Able to exhibit a high level of confidentiality

Ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines is a must

Proven ability to work effectively in a team environment; capable of effective planning and priority setting

Possess the technical skills and knowledge required to perform essential tasks in an efficient and effective manner

Advanced proficiency with Microsoft Office suite especially Excel is preferred

Advanced proficiency with Salesforce is preferred

Experience in resource management or project management

Working Conditions & Travel Requirement 

Minimal travel required

Reliable internet access for any period of time working remotely, not in a Workiva office

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, 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.