• Leads the delivery of contracted services to customers and partners • Performs detailed discovery sessions to understand business needs and requirements • Creates a solution design that achieves outcomes within the Workiva platform • Directly interfaces with customers and partners to deliver standardized solutions • Maintains and enhances knowledge of financial, risk, or operational reporting using the Workiva platform through a commitment to ongoing training • Participates in leading and mentoring peers as well as Associates, assisting with onboarding as needed, and participates in ongoing training efforts.

• Lead implementations, including oversight of the project plan, stakeholder management and timeline • Serves as expert consultant regarding product set-up/configuration, functionality, and best practices • Conducts discovery sessions with new customers, in particular engaging the firms’ Case Status key users and decision makers. • Demonstrates strong consultative and advisory skills to drive confident buyers and product stickiness • Develops implementation project plans and maintains documentation and timeline of implementation projects and customer sentiment along the way • Utilizes rolling implementation metrics to improve processes and tweak touch points to drive results • Delivers prescriptive and consultative product sessions for internal firm project owners, setting the scene for a smooth transition for all users to receive full functionality training once transferred to the Software Trainer • Serves as liaison to Sales, Software Trainers, and Account Managers, cascading information regarding implementation projects as applicable including scoping and planning for enterprise customers • Develops and maintains systematic communication of product feedback and requests with the Product team • Maintains consistent and competent usage of our internal tools to run the business effectively (CRM, Data tools, project management tools, etc.)

• Lead the customer implementation process from contract signature through full adoption and handoff to Customer Success. • Manage 30–40 concurrent implementation projects, each involving multiple stakeholders and varying timelines. • Design, deliver, and adjust project plans and milestone schedules to ensure engagement and momentum throughout multi-month onboarding. • Conduct live training sessions, working sessions, and executive-level updates via video conference. • Motivate and guide customers through complex technical rollouts, ensuring platform understanding and operational readiness. • Serve as the primary point of contact during implementation, navigating different personalities, org structures, and stakeholder levels. • Collaborate closely with Product, Support, and CS teams to ensure seamless internal alignment and a smooth customer journey. • Gather feedback, identify risks, and proactively address blockers to protect timelines and outcomes. • Prepare to take ownership of Alpha or strategic accounts after demonstrating strong mastery of the platform and process. • Continually surprise and delight customers with a can-do mindset and a customer-first approach.

• Lead end-to-end customer implementations, from discovery and solution design through go-live and post-launch support • Partner with customers to understand business processes and translate requirements into scalable models, configurations, and planning solutions • Own day-to-day project execution, including scope, timelines, milestones, risks, and stakeholder communication • Serve as a trusted advisor to finance and business teams, providing guidance, training, and hands-on support to drive adoption • Collaborate with Sales, Product, and R&D to ensure smooth handoffs, successful delivery, and continuous product improvement • Support product demonstrations and late-stage evaluations as needed, primarily from an implementation and solution feasibility perspective