Workiva Solutions Officer

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profile Monthly Salary: Not Disclosed
profile Experience Required: 4-5years
Posted on: 3 hours ago
Vacancies: 1 Vacancy

Job Summary

The Workiva Solutions Officer is a pivotal role dedicated to managing and enhancing Labradors Workiva related services. The officer works closely with the Workiva Solutions Manager and is responsible for designing and implementing processes managing enterprise projects training internal and external stakeholders and providing platform function support. This role ensures the seamless integration and alignment of Workiva solutions with client needs and Labradors operational standards. The Workiva Solutions Officer collaborates closely with department heads stakeholders and Workiva representatives to deliver exceptional service and operational efficiency.


Workiva Platform Overview

Workiva is a cloud-based platform designed to simplify complex workflows especially in the domains of financial reporting compliance and operational management. By integrating data from multiple sources automating routine processes and enhancing collaboration across teams Workiva enables organizations to work more efficiently and transparently.

Key features include real-time collaboration in-platform design and EDGAR filing robust data security workflow automation and comprehensive integration with enterprise systems. Its flexibility makes it a preferred tool for creating designed and audit-ready reports streamlining SOX compliance and meeting SEC reporting requirements.


Key Responsibilities:

1. Process Design and Optimization
  • Design implement and enhance processes and procedures to meet and exceed client expectations for Workiva services.
  • Collaborate with Platform Experts Project and Account Managers Designers Strategists and Sales and Marketing department heads to align workflows with operational and organizational goals.
  • Regularly review and refine processes to incorporate best practices and achieve optimal efficiency.
2. Solutions Development
  • Continuously evaluate and enhance Labradors Workiva solutions offerings by incorporating platform updates enhancements and new features into internal processes and best practices.
  • Stay informed about platform developments and provide recommendations to improve client experiences and services.
3. Training and Enablement
  • Develop and execute comprehensive training programs for internal staff external resources and clients to maximize proficiency with the Workiva platform.
  • Adapt training content to the needs of diverse audiences ensuring clarity and practical application.
4. Platform Function Support
  • Provide technical support and guidance to internal teams and clients addressing questions and issues related to the Workiva platform.
  • Troubleshoot and resolve platform-related challenges to maintain smooth operations.
5. Project Management
  • Oversee and manage Workiva-related enterprise projects ensuring timely delivery and alignment with project objectives.
  • Coordinate project plans timelines and resource allocation maintaining clear communication with all stakeholders.
  • Monitor project progress and implement adjustments as needed to meet client and organizational goals.
6. Integration Management
  • Serve as an integrator for Labradors Managed Services Clients within the Workiva platform ensuring seamless integration of data workflows and services.
  • Develop and execute strategies to align client needs with Labradors managed services framework optimizing platform utilization and feature adoption.
7. Partnership Management
  • Act as a primary liaison with the Workiva Customer Success Manager (CSM) coordinating partnership engagements and exploring opportunities to expand services.
  • Represent Labrador in joint initiatives escalations and platform enhancement discussions.
8. Client Engagement
  • Participate in planning sessions with critical and high-tier clients to tailor Workiva solutions to their objectives and requirements.
  • Conduct platform demos for potential and existing clients showcasing functionalities and demonstrating value.

Reporting Line:
  • Reports to the Workiva Solutions Manager within Labradors Client Delivery Department.


Requirements

Education
  • Bachelors degree in Business Technology Data Analytics or related fields;
  • Certifications in Workiva platform (or equivalent) preferred.
Experience
  • 35 years of experience in project management solutions design technical sales or operations support for collaborative enterprise-level platforms.
  • Hands-on experience with platforms like Google Workspace Microsoft 365 SAP Tableau or other collaborative and reporting tools used for enterprise operations compliance or reporting.
  • Familiarity with systems such as IBM Cognos BlackLine Hyperion or OneStream for financial consolidation planning or reporting is advantageous.
  • Strong technical expertise with integration automation tools or workflow optimization platforms (e.g. Alteryx Zapier or Power Automate).
Technical Skills
  • High proficiency in the Workiva platform or ability to learn and adapt to similar tools quickly.
  • Understanding of data management principles and familiarity with SQL-based database platforms is a plus.
Skills and Attributes
  • Excellent presentation communication and stakeholder management skills.
  • Strong aptitude for troubleshooting technical issues and offering client-centric solutions.
  • Demonstrated ability to lead enterprise projects from conception to completion effectively.
  • Willingness to work in a hybrid and shifting schedule and report onsite (Pasig City office) for at least 3 days a week.
Key Competencies:
  • Strategic thinker with a solutions-oriented approach.
  • Strong collaboration skills to work effectively across teams and with clients.
  • Exceptional organizational and project management capabilities.
  • Proactive and adaptable in a fast-paced evolving environment.



Required Skills:

Process and Design Optimization Solutions Development Platform Function Support Project Management Integration Management Client Engagement


Required Education:

College Graduate

The Workiva Solutions Officer is a pivotal role dedicated to managing and enhancing Labradors Workiva related services. The officer works closely with the Workiva Solutions Manager and is responsible for designing and implementing processes managing enterprise projects training internal and external...
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Key Skills

  • Organizational Management
  • Presentation Skills
  • Agile
  • SAFe
  • AWS
  • Solution Architecture
  • Conflict Management
  • Data Management
  • Scrum
  • Team Management
  • Pre-sales
  • Management Consulting