• Support existing programs to maximize company revenue and resolve customer-related contract issues • Be a point of contact with Account Managers to proactively coordinate subscription opportunities and/or resolve issues that may hinder them from maintaining a relationship with Workiva • Uncover accounts that may be at risk and develop plans to mitigate and bring them to closure • Use the facts found in the needs analysis phase to present a compelling demonstration of the Workiva suite of products and services to create a customer belief that they must have Workiva products • Naturally lead the renewal sales process to a close by understanding the competitive landscape and demonstrating Workiva's superior value proposition • Review and validate installed base reports • Collaborate with internal teams to gather information to pursue accounts for renewal • Maintain strong customer relationships to help grow the business • Update customer relationship management tools regularly and timely manner • Provide consistent and accurate forward-looking information through pipeline analysis • Plan and execute sales strategy with purposeful action to complete the sale and optimize profits • Prioritize selling activities and follow through in a timely fashion • Communicate regularly with a base of accounts that have the potential to increase subscriptions or XBRL services

• Own the end-to-end attendee journey for the 1:1 Meetings program, including recruitment support, onboarding, scheduling, and post-event follow-up • Develop and refine standard operating procedures (SOPs) for the program to ensure scalability across the CRA event portfolio • Collaborate with internal Sales and Marketing teams to ensure meeting targets are met and attendee personas align with sponsor needs • Manage the "tech stack" for the program, including registration platforms, mobile event apps, and specialized 1:1 matchmaking software (e.g., Grip) • Ensure data integrity across all platforms to facilitate accurate meeting schedules and reporting • Create and manage communication flows (emails, push notifications, calendar invites) to maximize meeting "show rates" • Lead the onsite delivery of the 1:1 program, serving as the "face" of the experience for VIP attendees and sponsors • Manage onsite help desks, meeting zones, and check-in logistics • Track and report on program KPIs, including participation rates, meeting completion rates, and satisfaction scores (NPS)

• Hiring, training, motivating and coaching Implementation Managers (IMs) • Accomplishing team results by communicating job expectations; planning, monitoring, and appraising job results • Defining objectives, identifying and evaluating trends and options, and evaluating outcomes • Maintaining quality service by enforcing quality and customer service standards • Analyzing and resolving quality and customer service problems, and recommending system improvements • Organizing and overseeing team training needs in collaboration with engineering and the Directors of Implementation and Support • Troubleshooting, overseeing and supporting/escalating issues in the implementation process

• You'll develop detailed cost plans in collaboration with clients, considering site layout, conditions, and constraints. • You'll prepare and present cost estimates, high-level cost advice, and budget updates to senior leadership. • You'll drive value engineering efforts and provide strategic cost insights to support decision-making. • You'll manage RFP documentation and oversee both pre- and post-contract processes. • You'll perform bid evaluations, cost negotiations, and maintain quality assurance across team deliverables. • You'll liaise with site managers, clients, contractors, and subcontractors to ensure smooth project execution. • You'll prepare and maintain reports, contracts, budgets, risk assessments, and other key project documents. • You'll coordinate and update the project risk register and record design changes impacting budgets. • You'll lead client meetings, monitor internal resource allocation, and ensure follow-through on meeting actions. • You'll review landlord leases for compliance with client requirements and advise on strategic improvements.