Summary
The Scoping Analyst directly interfaces with our current and potential customers to determine product delivery strategies. This role works closely with other teams at Workiva to deliver tailored solutions and advise on solutions packaging. Internal teams collaborated with Sales, Subject Matter Experts, Presales Solutions engineers, Solution Architects, Accounting, Legal, and Operations to assemble statements of work for our consulting teams to deliver.
What You’ll Do
Partner with clients and product specialists to gather all necessary requirements to create and manage the statement of work development process
Collaborate with consulting groups on solutions packaging for maximum customer satisfaction and impact
May partner with external customers to offer consulting support
Develop project estimates by identifying phases and milestones, personnel requirements, and costs
Prepare reports by collecting, analyzing, and summarizing consulting service data
What You'll Need
Minimum Qualifications
Undergraduate Degree or equivalent combination of education and experience in a related field.
2 years of experience in a related field, preferably within a SAAS environment
Bilingual in Spanish
Preferred Qualifications
B.A./B.S. degree preferred, or equivalent combination of education and experience
Knowledge of Workiva product suite
Understanding of Statements of Work is preferred
Familiarity with Salesforce is a plus
Excellent verbal, written, and interpersonal communication skills
Self-motivated with a strong propensity for action, results, and continuous improvement
The ability to work successfully in a rapidly changing environment is necessary
Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
Advanced computer technology skills including word processing, spreadsheet, and presentation programs
Proven problem-solving skills and business acumen
Skilled at interpreting data, analyzing results using statistical techniques
Ability to demonstrate flexibility in a constantly changing and fast-paced environment, and maintain quality service by establishing and enforcing organization standards
Travel Requirements & Working Conditions
Minimal travel for internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office
How You’ll Be Rewarded
✅ Salary range in the US: $61,000.00 - $104,000.00✅ 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.
Workiva is an Equal Employment Opportunity and Affirmative Action 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, 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. We strongly encourage and welcome people from historically marginalized groups to apply.
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.
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