• Collaborate with customers to understand their business needs, data requirements, and desired outcomes with Workiva solutions • Partner with the pre-sales team to facilitate a seamless transition from the sales process to implementation services engagements and beyond • Engage with Solution Architects and Customer Success teams to ensure a cohesive and positive customer experience throughout onboarding and implementation • Analyze customer needs and recommend optimal use of Workiva's Data Management Suite to achieve accurate, efficient, and scalable solutions • Provide leadership to consulting project delivery stakeholders to define tasks, contribute to project plans, and monitor progress • Architect, oversee, and review data integration workflows between various customer systems and the Workiva platform • Architect, oversee, and review data queries and reporting solutions • Lead knowledge sharing sessions with customer and partner application owners to enable self-sufficiency and ongoing success. • Conduct in-depth technical assessments of customer data management architectures • Gather feedback from customer and partner interactions and share insights with Management, Leadership, Product Engineering, and Product Management • Drive customer and partner success by fostering product adoption, ensuring satisfaction, and contributing to overall customer health • Accurately document new and existing data management features and functionalities for internal and external reference • Proactively monitor customer and partner environments