Application Guide

How to Apply for Senior Product Manager

at Workiva

🏢 About Workiva

Workiva is a unique company specializing in integrated ESG reporting, helping organizations achieve transparent climate impact and compliance. They stand out by focusing specifically on streamlining complex financial and regulatory reporting through technology, making them a leader in the ESG tech space. Someone might want to work there to contribute to meaningful climate impact solutions while building cutting-edge AI/ML products in a growing niche.

About This Role

This Senior Product Manager role involves leading the development and launch of AI/ML-powered features for financial reporting and compliance at Workiva. You'll be responsible for translating complex AI models into intuitive product experiences while collaborating closely with customers, engineering, UX, and data science teams. The role is impactful because it directly addresses critical pain points in ESG and financial compliance through innovative technology.

💡 A Day in the Life

A typical day might involve morning stand-ups with your engineering and UX squad to review AI/ML feature progress, followed by customer interviews to understand reporting pain points. Afternoons could include collaborating with data science teams on model interpretation and working on product discovery sessions to iterate solutions through rapid experimentation. You'd likely spend time analyzing user feedback on AI-powered features and planning the next iteration of compliance-focused product enhancements.

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🎯 Who Workiva Is Looking For

  • Has 6+ years of product management experience in software with at least 2 years specifically focused on AI/ML products in B2B SaaS or enterprise environments
  • Possesses strong understanding of AI/ML concepts and methodologies, with experience collaborating with AI/ML engineering and data science teams
  • Has background or experience in accounting, finance, or regulatory domains, particularly as they relate to ESG reporting and compliance
  • Demonstrates experience managing full product lifecycles from ideation through launch in Agile environments with rapid experimentation

📝 Tips for Applying to Workiva

1

Quantify your AI/ML product experience - specifically mention which AI/ML features you've launched, the business impact they created, and your collaboration with data science teams

2

Highlight any ESG, financial reporting, or compliance domain knowledge you have, as this is central to Workiva's mission

3

Showcase specific examples of translating complex technical concepts (like AI models) into intuitive user experiences

4

Demonstrate your customer-centric approach with concrete examples of how you've been the 'voice of the customer' in product discovery

5

Tailor your resume to emphasize Agile product lifecycle management experience with rapid experimentation cycles

✉️ What to Emphasize in Your Cover Letter

['Your specific experience with AI/ML products in B2B SaaS or enterprise software environments', "How you've successfully translated complex technical concepts into user-friendly product experiences", "Your understanding of ESG reporting, financial compliance, or regulatory domains relevant to Workiva's mission", 'Examples of leading product discovery through customer collaboration and rapid experimentation']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting platform and their recent AI/ML product announcements or features
  • → The regulatory landscape for ESG reporting (like SEC climate disclosure rules or EU CSRD) that Workiva helps clients navigate
  • → Workiva's customer base and case studies to understand their clients' pain points in financial reporting and compliance
  • → The company's engineering blog or tech talks to understand their technical approach to AI/ML implementation

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through your experience launching AI/ML features from ideation to launch, including how you measured success
2 How would you approach translating a complex AI model for financial compliance into an intuitive user experience?
3 Describe a time you worked with data science teams to solve a product problem - what was your role and what was the outcome?
4 What do you know about ESG reporting challenges and how could AI/ML help address them?
5 How do you balance customer feedback with technical constraints when prioritizing AI/ML feature development?
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⚠️ Common Mistakes to Avoid

  • Applying with generic product management experience without highlighting specific AI/ML product work or financial/regulatory domain knowledge
  • Failing to demonstrate understanding of how AI/ML applies to B2B enterprise software contexts rather than consumer applications
  • Not showing concrete examples of collaborating with data science teams or translating technical concepts into product experiences

📅 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!

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