Application Guide
How to Apply for Product Success Manager, Financial Reporting & GRC
at Workiva
🏢 About Workiva
Workiva stands out as a leader in streamlining integrated ESG (Environmental, Social, and Governance) reporting, specifically focusing on transparent climate impact and compliance. The company's unique value proposition lies in its platform that simplifies complex financial reporting and GRC processes, making it an ideal workplace for professionals passionate about sustainability, regulatory compliance, and technology-driven solutions. Working at Workiva offers the opportunity to contribute to meaningful environmental and governance outcomes while collaborating with a remote-first team dedicated to innovation in the SaaS space.
About This Role
As a Product Success Manager for Financial Reporting & GRC at Workiva, you will be the bridge between customers and product development, ensuring that Workiva's solutions deliver tangible value in financial reporting and compliance. This role involves driving product adoption by working directly with customers to build successful reference accounts, while also collaborating internally to monitor satisfaction and influence new feature development. Your impact will be measured by enhanced customer experiences, increased platform deployment, and the successful definition of what success looks like for Workiva's GRC and financial reporting offerings.
💡 A Day in the Life
A typical day might start with reviewing customer feedback on Workiva's financial reporting platform, followed by a meeting with the Product Development team to discuss new feature priorities based on that input. In the afternoon, you could host a webinar for customers on best practices for GRC compliance using Workiva's tools, then wrap up by collaborating with internal teams to analyze satisfaction metrics and plan upcoming deployment programs.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- Has 4+ years in Customer Success, Product Management, or Professional Services within a SaaS environment, with hands-on experience in financial reporting products or database systems.
- Possesses excellent verbal and written communication skills, demonstrated through experience chairing sessions and hosting webinars for technical or business audiences.
- Can balance customer-facing responsibilities with internal collaboration, acting as a liaison between Customer Success and Product Development teams.
- Is passionate about ESG, compliance, and financial reporting, with a knack for defining and measuring success in complex software solutions.
📝 Tips for Applying to Workiva
Highlight specific examples of driving product adoption or growth motions in a SaaS context, especially related to financial reporting or GRC tools.
Tailor your resume to emphasize experience with database systems or financial reporting products, as this is explicitly mentioned in the requirements.
Demonstrate your ability to chair sessions or host webinars by including links to recorded presentations or detailing past webinar topics in your application.
Research Workiva's ESG reporting platform and mention how your background aligns with their mission of transparent climate impact and compliance.
Showcase any experience building reference accounts or working directly with customers to enhance their experience in a software organization.
✉️ What to Emphasize in Your Cover Letter
['Emphasize your experience in Customer Success, Product Management, or Professional Services within a SaaS company, specifically related to financial reporting or GRC.', "Detail how you have defined success for software solutions in the past, and how you would apply that to Workiva's financial reporting and GRC offerings.", "Explain your passion for ESG and compliance, linking it to Workiva's mission of streamlining integrated ESG reporting.", 'Provide a brief example of how you have acted as a liaison between customers and product development to ensure new features add customer value.']
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Explore Workiva's ESG reporting platform and its specific features for financial reporting and GRC to understand their product suite.
- → Review Workiva's recent press releases or case studies to see how they highlight customer success in climate impact and compliance.
- → Investigate the company's remote work culture and how they support distributed teams, as this is a fully remote position.
- → Look into industry trends in ESG reporting and GRC to discuss how Workiva fits into the broader landscape during interviews.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Applying without tailoring your resume to highlight SaaS experience, financial reporting products, or database systems as required.
- Failing to demonstrate specific examples of driving product adoption or working directly with customers in a software organization.
- Neglecting to research Workiva's focus on ESG and compliance, which is central to their company description and role impact.
📅 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:
Application Review
1-2 weeks
Initial Screening
Phone call or written assessment
Interviews
1-2 rounds, usually virtual
Offer
Congratulations!