Solutions Principal, Financial Services

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

• 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…