• 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 • Work closely with consulting project delivery stakeholders to define tasks, contribute to project plans, and monitor progress • Review and establish data integration workflows between various customer systems and the Workiva platform • Review and develop data queries and reporting solutions that meet customer analytical and reporting requirements, including mentoring internal and external stakeholders on leading practices • Conduct knowledge sharing sessions with customer and partner application owners to enable self-sufficiency and ongoing success. • Review and create documentation for deployed customer and partner solutions, configurations, and best practices • Gather feedback from customer and partner interactions and share insights with Product Development and Product Management. • Drive customer and partner success by fostering product adoption, ensuring satisfaction, and contributing to overall customer health • Collaborate with Customer Success and Partner Experience teams to define expected outcomes and demonstrate the value realized by customers and partners • Accurately document new and existing data management features and functionalities for internal and external reference. • Proactively monitor customer and partner environments, staying informed about the Workiva product roadmap to provide effective support and guidance