Scoping Analyst - Remote - IA
Summary
The Scoping Analyst directly interfaces with our current and potential customers to determine product delivery strategies. This role works closely with other teams at Workiva to deliver tailored solutions and advise on solutions packaging. Internal teams collaborated with include Sales, Subject Matter Experts, Presales Solutions Engineer, Solution Architects, Accounting, Legal, and Operations to assemble statements of work for our consulting teams to deliver.
What You’ll Do
Partner with clients and product specialists to gather all necessary requirements to create and manage the statement of work development process
Collaborate with consulting groups on solutions packaging for maximum customer satisfaction and impact
May partner with external customers to offer consulting support
Develop project estimates by identifying phases and milestones, personnel requirements, and costs
Prepare reports by collecting, analyzing, and summarizing consulting service data
What You'll Need
Minimum Qualifications
Undergraduate Degree or equivalent combination of education and experience in a related field.
2 years of experience in a related field, preferably within a SAAS environment
Preferred Qualifications
B.A./B.S. degree preferred, or equivalent combination of education and experience
Knowledge of Workiva product suite
Understanding of Statements of Work is preferred
Familiarity with Salesforce is a plus
Excellent verbal, written, and interpersonal communication skills
Self-motivated with a strong propensity for action, results, and continuous improvement
The ability to work successfully in a rapidly changing environment is necessary
Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
Advanced computer technology skills including word processing, spreadsheet, and presentation programs
Proven problem-solving skills and business acumen
Skilled at interpreting data, analyzing results using statistical techniques
Ability to demonstrate flexibility in a constantly changing …
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Benefits/Perks401(k) match Comprehensive benefits package Comprehensive employee benefits package Discretionary bonus Employee benefits package Restricted Stock Units
SkillsAccounting Business Acumen Communication Consulting Data analysis Interpersonal Presentation Problem-solving SaaS Sales Salesforce Security Training
Tasks- Prepare reports
- Presentation
- Training
2 years
EducationAccounting Business Related Field Undergraduate Degree
RestrictionsMinimal Travel