Growth Solutions Principal, Financial Services

Workiva, Inc.; United States; Remote; USD 169,000 - 295,000; Full time

Benefits offered by this job

Discretionary bonus

Restricted Stock Units

401(k) match

Comprehensive employee benefits

Job summary

Workiva is seeking a Growth Solutions Principal in Financial Services to help establish banking regulatory reporting offerings. You will work with early customers to translate needs into scalable product and delivery enhancements.

The role blends hands-on delivery with market shaping, collaborating across Product, Consulting, Sales, Presales, Product Marketing and Customer Success to prove value and expand the opportunity.

Qualifications

• Requires 10 years of related experience with a Bachelor's degree, or 8 years with a Master's, or a PhD with 6 years.
• Deep knowledge of financial services and banking regulatory reporting.
• Strong consultative communication and stakeholder-management skills.

Responsibilities

• Operate as Growth Solutions Principal evaluating emerging market opportunities for banking regulatory reporting.
• Collaborate with Product, Consulting, Sales, Presales, Product Marketing, and Customer Success to shape offerings.
• Provide hands-on guidance on data mappings and workflows for filings with early adopter customers.

Education

Bachelor's degree

Master's degree

PhD

Job description

Help build Workiva's presence in banking regulatory reporting. As Principal, Growth Solution, Financial Services, you will bring deep banking regulatory-reporting expertise to a new growth opportunity for Workiva. You will work directly with early customers to understand how Workiva can deliver a differentiated solution.

This is not a traditional reporting-operations role or a purely strategic market-research role. You will combine hands‑on customer delivery with product and market shaping, partnering with Product, Solutions Development Consulting, Sales, Presales, Product Marketing, and Customer Success to turn early customer insight into a scalable offering.

You will be a foundational domain leader in an emerging market: helping establish credibility with financial institutions, prove customer value, influence product direction, and create the playbook that enables Workiva to grow in banking regulatory reporting

Scope

• Operate as a Growth Solutions Principal, evaluating emerging market opportunities and helps Workiva expand our addressable market with an initial focus on banking regulatory reporting.

• Contribute deep financial services and banking domain knowledge to evaluate solutions and validate business cases in early market efforts.

• Partner across cross-functional teams (Product, Consulting, Sales, Presales, Product Marketing, Customer Success) to establish credibility and differentiate Workiva.

• Provide hands‑on guidance to early adopter customers on data mappings and workflows required for filings, using delivery experience to inform expansion strategy.

Problem Solving

• Navigate ambiguous problems inherent to entering new markets and evaluating solution viability.
• Apply innovative techniques to develop early solutions for banking regulatory reporting, including forms, data mapping approaches, and workflow design that don't yet have a proven playbook internally
• Solve critical customer onboarding and technical integration issues to determine whether the market opportunity warrants further investment.

Discretion and Impact

• Directly influence early customer filing success, generating evidence to support long‑term investment and expansion strategy.
• Inform cross-functional product and delivery roadmaps based on direct implementation insights and domain knowledge.

Collaboration and Interaction

• Collaborate extensively across Product, Solutions Development Consulting, Sales, Presales, Product Marketing, and Customer Success teams.
• Serve as a trusted domain expert for early adopter customers during presales engagement , hands‑on delivery support and to product development to ensure Workiva delivers a world class solution for regulatory reporting on our platform.

Autonomy

• Exercise high latitude and independence in establishing Workiva in new markets based on broad strategic objectives.
• Combine tactical delivery guidance with strategic evaluation to prove out early financial services solutions.

What You'll need

Min Qualifications

• Requires a 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

Preferred Qualifications

• Recognized as a subject matter expert in financial services and banking regulatory reporting.
• Possess 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.

Travel & Work Environment

• Up to 25% travel.
• Remote work requires reliable high-speed internet.

How You'll Be Rewarded

Salary range in the US: $169,000.00 - $295,000.00

• 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 [e-mail].

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.