Application Guide

How to Apply for Product Marketing Director, Financial Services - EMEA

at Workiva

🏢 About Workiva

Workiva stands out as a leader in integrated ESG reporting, specifically helping financial services firms achieve transparent climate impact reporting and regulatory compliance. Their focus on streamlining complex reporting processes makes them uniquely positioned in the growing ESG compliance market. Someone might want to work there to be at the intersection of financial services innovation, regulatory technology, and sustainability reporting.

About This Role

This role involves creating and executing GTM strategies for Workiva's financial services platforms across EMEA, with specific focus on banking, insurance, and investment sectors. You'll lead regional platform launches, define sector-specific messaging, and influence pricing strategies to align with EMEA market dynamics. This position is impactful because it directly shapes how financial institutions in Europe, Middle East, and Africa adopt ESG reporting solutions.

💡 A Day in the Life

A typical day might involve analyzing EMEA regulatory updates affecting financial services ESG reporting, collaborating with product teams on platform enhancements, and developing sector-specific messaging for banking clients. You'd likely spend time coordinating with regional sales teams on competitive positioning and refining GTM strategies based on market feedback from insurance and investment sectors.

🎯 Who Workiva Is Looking For

  • Has 10+ years in B2B SaaS product marketing with specific experience in financial services (banking, insurance, or investment management)
  • Demonstrates experience creating GTM strategies tailored to EMEA regulatory environments and competitive landscapes
  • Possesses cross-functional leadership experience coordinating product launches across marketing, sales, and product teams
  • Has direct experience supporting sales channels in SaaS environments, particularly in regulated industries

📝 Tips for Applying to Workiva

1

Quantify your experience with EMEA financial services regulations (MiFID II, SFDR, CSRD) in your resume

2

Highlight specific examples of pricing and packaging strategies you've developed for SaaS products in regulated industries

3

Demonstrate understanding of Workiva's ESG reporting focus by referencing their platform capabilities in your application

4

Showcase experience with financial services buyer personas (compliance officers, risk managers, sustainability leads)

5

Include metrics on market impact from previous platform launches you've led in EMEA financial services

✉️ What to Emphasize in Your Cover Letter

['Your specific experience with financial services regulations in EMEA markets', 'Examples of successful GTM strategies for SaaS products in banking, insurance, or investment sectors', "How you've previously tailored messaging to different financial services buyer personas", 'Your approach to coordinating cross-functional teams for maximum market impact']

Generate Cover Letter →

🔍 Research Before Applying

To stand out, make sure you've researched:

  • Workiva's specific ESG reporting solutions for financial services (Wdata, Wdesk platform capabilities)
  • Recent EMEA financial services regulations affecting ESG reporting (SFDR, CSRD, TCFD)
  • Workiva's existing financial services clients and case studies in EMEA
  • Competitors in the ESG reporting space for financial services (SAP, Workday, specialized ESG platforms)

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you approach creating a GTM strategy for ESG reporting solutions in European banking versus Middle Eastern insurance markets?
2 Walk me through how you've previously influenced pricing strategies for SaaS products in regulated industries
3 How do you stay current on EMEA financial services regulations and translate them into marketing opportunities?
4 Describe a time you coordinated a complex product launch across multiple departments and regions
5 What competitive intelligence gathering methods have you used specifically in financial services SaaS?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Applying with generic SaaS marketing experience without specific financial services industry knowledge
  • Failing to demonstrate understanding of EMEA regulatory environments for financial services
  • Not showing experience with cross-functional coordination between marketing, sales, and product teams

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!