Director of Technical Solutions

Director of Technical Solutions


The Director of Technical Solutions is responsible for managing the Technical Solution Engineers and aligning resources to accelerate incubation projects within the Growth team. This leader will be expected to have thorough knowledge of Workiva’s platform, with a specific focus on technical solutioning capabilities – integration, scripting, data transformation and analysis, solution data strategy, etc. – and align with Growth pre and post sales leadership to proactively recommend and implement improvements to the overall customer deployment, user experience, and partner experience. The Director of Technical Solutions will partner closely cross functionally with Growth Solutions, Client Services, Solution Engineering, Partnerships, and Product Management to maximize the value of early stage solutions, and ensure Workiva’s products are represented to their fullest potential.



Solutions Development: Support Growth Solutions team-wide in the development, delivery, and support of technical solution extensions and optimization of existing solutions
  • Collaborates with solution leadership to understand the business value our solutions bring to customers and optimizes value delivery with technology
  • Works closely with Presales Engineering, Client Services, Customer Success, and Partnerships to automate deployment and support for growth solutions
  • Identifies and develops technical solutions to fill critical early-market product gaps, and aligns with Product Management to ensure a cohesive customer experience and alignment to mid-term product plans
  • Works closely with Growth Solutions Partnerships leader to support technical enablement of Partner-led growth opportunities
  • Partners with Client Services to develop solution-specific best practice guidelines
Technology Management: Develop and launch industry and business solutions

  • Becomes a trusted partner to Product, Presales Engineering, and Client Services by proactively advising on solution improvement opportunities, supporting implementation of new capabilities, and continuously seeking to improve the customer experience
  • Develops and maintains authoritative expertise with Workiva’s product capabilities, with special focus on capabilities that provide solution extensibility
  • Works closely with Product as a development partner by bringing real-world tactical perspective from high value commercial opportunities
  • Maintains a high degree of proficiency with modern Agile software development methodologies and best practices
  • Independently conducts ongoing analysis of the respective industry trends with regard to new process improvement opportunities
  • Seeks first to fill solution gaps using mature commercial off-the-shelf technology
  • Develops documentation to support internal knowledge transfer, partner enablement, implementation, and ongoing support of technical solutions
People Management: Builds a strong sustainable organization with high levels of employee engagement by attracting and developing superior talent and rewarding superior performance of teams and individuals

  • Provides employees with coaching, feedback, and developmental opportunities including leadership development to enhance their skills, motivation, and performance
  • Maintains an atmosphere of respect, mutual support, flexibility, continuous learning, good humor, and commitment to business goals and customer needs to fulfill the company vision
  • Matches staff skills and talent to tasks to ensure optimal engagement and performance
  • Rewards superior team and individual performance in ways that enhance employee engagement, commitment and satisfaction
  • Establishes and maintains relationships and effectively communicates with customers, business unit leaders and senior management to raise visibility and ensure collaboration with appropriate key stakeholders
  • Manages operations staffing, including recruitment, supervision, scheduling, performance management, development, evaluation, and disciplinary actions
  • Demonstrates the charisma and assessment capability to attract top talent
  • Identifies and resolves interpersonal conflicts and resource issues


What You’ll Need

  • Undergraduate Degree or equivalent combination of education and experience in a related field.

  • Self-motivated with strong propensity for action, results and continuous improvement
  • Ability to work successfully in a high-energy, fast-paced, rapidly changing environment
  • Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
  • Understanding of finance and accounting back office systems and data management technologies preferred – Oracle, SAP, Netsuite, etc
  • Awareness of the market dynamics and products in rapidly changing and highly competitive enterprise software and cloud computing industry.
  • Attention to detail, plus analytical and problem-solving capabilities
  • Positive, service-oriented personality
  • Strong business acumen
  • Strong sense of customer service and proven ability to meet established timelines
  • Ability to thrive in a dynamic, fast-paced environment

  • Experience managing technical pre-sales teams supporting business-to-business sales organizations exceed revenue targets
  • 8+ years of software or SAAS industry experience, including 5 or more years in sales engineering or technical sales role
  • Experience in finance and accounting software industry preferred – Financial reporting, close management, corporate performance management, SOX, Audit, Internal controls, management reporting
  • Experience working with customers to redesign business processes levering new technologies to achieve positive business outcomes
  • Proven ability to design and deliver highly effective demonstrations of complex business software tailored to customer needs
  • Proven technology skills, outstanding interpersonal abilities, and strong written and verbal communication skills

  • Technical bachelor’s degree required or a combination of bachelor’s degree and experience in engineering, information systems, or technology industry preferred

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Posted on

October 26, 2021