Application Guide
How to Apply for Senior Director of Product Marketing, Financial Reporting
at Workiva
🏢 About Workiva
Workiva specializes in streamlining integrated ESG reporting, helping organizations achieve transparent climate impact reporting and compliance. The company stands out by focusing on the intersection of financial reporting and sustainability, making complex regulatory requirements manageable through their platform. This unique positioning at the convergence of finance, technology, and environmental responsibility makes it an attractive workplace for professionals passionate about meaningful impact.
About This Role
As Senior Director of Product Marketing for Financial Reporting at Workiva, you'll lead strategies to drive growth for their financial reporting solutions, specifically targeting ESG and compliance markets. This role is impactful because you'll shape how financial professionals understand and adopt Workiva's tools for transparent reporting, directly influencing revenue and market position in the fast-evolving ESG landscape.
💡 A Day in the Life
A typical day might involve analyzing ESG reporting market trends to inform a new go-to-market strategy, collaborating with product managers on upcoming financial reporting features, and leading your team in developing messaging that resonates with compliance officers and financial executives. You'll likely spend time aligning with sales on pipeline priorities and reviewing performance metrics for recent product launches.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- Has 10+ years specifically in B2B product marketing for financial software or services, with demonstrable experience in financial reporting compliance (e.g., SEC, ESG frameworks like SASB or GRI)
- Possesses a strong analytical background, able to interpret market data on ESG reporting trends and translate it into actionable go-to-market strategies
- Has prior experience leading a team of product marketers in a SaaS or technology environment, with a track record of mentoring and driving results
- Demonstrates deep understanding of the challenges financial professionals face in integrated reporting, particularly around climate disclosure and regulatory compliance
📝 Tips for Applying to Workiva
Quantify your impact in previous roles using metrics like revenue growth from product launches, market share increases, or customer adoption rates specifically related to financial reporting products
Tailor your resume to highlight experience with ESG reporting frameworks (SASB, TCFD, GRI) or financial compliance standards, as this is central to Workiva's mission
Research and reference Workiva's specific financial reporting products (like Wdesk) and their recent ESG initiatives in your cover letter to show genuine interest
Prepare examples of cross-functional collaboration with sales, product development, and compliance teams, as alignment is crucial for this role
Use LinkedIn to identify current Workiva employees in product marketing or financial roles and note any shared connections or insights about the company culture
✉️ What to Emphasize in Your Cover Letter
['Highlight specific experience with product marketing for financial reporting or compliance software, emphasizing any work with ESG or sustainability reporting tools', "Demonstrate understanding of Workiva's unique position in the market by discussing how their integrated approach to ESG and financial reporting addresses industry pain points", 'Provide a brief case study of a successful go-to-market strategy you led for a complex financial product, focusing on measurable outcomes', "Express alignment with Workiva's mission of transparency and compliance, linking it to your professional values and career goals"]
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Explore Workiva's recent ESG reports and client case studies to understand their approach to integrated reporting and key differentiators
- → Investigate the competitive landscape for financial reporting software, focusing on companies like Certent, SAP, or Oracle that Workiva may compete with
- → Review recent regulatory changes in ESG reporting (e.g., SEC climate disclosure proposals, EU CSRD) to understand the compliance challenges Workiva addresses
- → Study Workiva's product suite, particularly their financial reporting modules, to grasp how they position themselves in the market
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Applying with a generic resume that doesn't highlight specific experience in financial reporting product marketing or ESG compliance
- Failing to demonstrate knowledge of Workiva's specific mission or products, suggesting a lack of genuine interest in the company
- Overemphasizing general marketing experience without concrete examples related to financial software or regulatory environments
📅 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!