Confidential

Presented by Fortra
Workiva, Sr Director, Partner & Alliances
Sr Director, Partner & Alliances
Location: Remote

Workiva simplifies complex work for thousands of organizations worldwide. Customers trust Workiva’s open, intelligent, and intuitive SaaS platform to connect data, documents, and teams. The results: more efficiency, greater transparency, and less risk. With unmatched technology and category-defining innovation, Workiva transforms the way work is managed for its customers. Workiva’s team of technology innovators and industry experts take a dynamic approach to solving challenging problems. They power possibilities for their customers by bringing the best talent together in an open and collaborative work environment that rewards creativity and perseverance. Today, the world’s most iconic brands and disruptive innovators trust Workiva to transform the way people manage and report business data with various collaborators, data sources, documents, and spreadsheets.

  • Founded: 2008
  • IPO: 2014
  • Number of Employees: 1800
  • Customers: 3700+
  • Revenue: 2020 $352M

STRATEGIC ADVANTAGE

The Workiva platform addresses the requirements and complexities around data and document assembly, collaboration, preparing complex and composite connected data including numbers, narrative, charts, and graphs for reporting and disclosure purposes. Workiva provides a differentiated approach to addressing these complex business processes and management of data. Workiva has just transitioned all of their 3,700+ customers to the new version of this platform. The new platform enables innovation, scale, and is open to connect to their client’s technology ecosystems. The platform provides 60+ connectors to third party systems which enables us to integrate directly with most systems of record.

IN THE NEWS

ACQUISITIONS PLATFORM

  • Fragmented Industry: Scale through consolidation of already fragmented
  • Unique Position: Ability to connect originators, lenders, investors, and servicers provides multiple potential paths for new acquisitions
  • Platform of Scale: Scarce asset that is neutral to LOS system with a large base customer base

NEW MARKETS

  • New Lending Verticals: Leverage existing technologies to address new loan types including auto, consumer, student, and others
  • Other Document Processing: Apply tools from data extraction engine to facilitate document processing in other industries such as Healthcare, Government, Legal or Insurance

 

 

Why We're Hot

Workiva delivers a pure cloud platform with highly differentiated fit for purpose solutions to a large and loyal client base

  • 75% of Fortune 500 are customers
  • 250 Partner Entities including strategic alliances with 3 of the Big 4 global accounting firms
  • Ranked as Fortune 100 top companies to work for #12 of 30 on the list of large Best Workplaces in technology
  • Ranked as #61 on Fortune 100 Best Companies to work for

TRACTION

Workiva is on a mission to grow fast and to transform their customers’ business processes with transparent data and connected reporting. They are guided by their play to win strategy which focuses on fit for purpose solutions, their modern open, intelligent, intuitive platform, global expansion, the Workiva Marketplace, and the development of a world class partner ecosystem. They have great traction on this strategy and are aligned for continued acceleration.

CURRENT PARTNER/CHANNELS TEAM

The North American Partner Team and Partner Marketing is a team of 25+ professionals. The team is organized around global advisory firms, regional advisory firms, and technology partners and integrators. This partner team also has team members dedicated to partner operations and partner enablement.

EXISTING PARTNERS

Workiva currently has over 200 partner entities in their ecosystem. This includes strategic alliances with 3 of the Big 4 global accounting firms. This portfolio also includes many regional advisory firms, specialty firms, integrators, and technology ecosystem partners. Workiva’s partners work with them on joint go-to-market pursuits and provide delivery of services to implement and expand the value of the Workiva platform. They do have a few reseller relationships for markets where they do not go-to-market direct. Eight firms, including 2 of the big 4, are currently using the Workiva platform to deliver services to their clients in a managed service model.

Ideal
Candidate

Senior Director, Channels & Alliances

Reporting to the VP Partnerships & Alliances, the Senior Director of Channels and Alliances is a driving force in the establishment, growth, and management of strategic partner relationships with Workiva. Focused on Technology/ISV alliances and their associated channel strategies, The Senior Director drives revenue growth by leveraging prior Software and Technology industry experience to optimize existing partner relationships, and identify new partnership opportunities. Leading/managing a team of alliance managers/directors, this person works closely with Regional Sales Directors, Marketing, Product Development, Customer Success, and Sales Operations to ensure program success. This role will also be responsible for the establishment and management of the Partner resell/distribution channel.

Responsibilities

  • Manage existing channel partners as well as implement, manage, and grow new partners as they join the company partner program
  • Complete oversight and management of technology partners including leveraged sales bookings, direct revenue, expansion of programs, identification of needs and delivery of solutions to partner personnel, executive-level relationship management, escalations, co-marketing programs, and all other aspects of partner account management
  • Responsible for defining and executing a Partner resell/distribution channel model in collaboration with Partner and Sales leadership
  • Support and manage a team of alliance managers/directors by developing and executing sales plans including strategy and tactical partner account management execution plans
  • Drive partner adoption by engaging with high-level executives and strategic thinkers across the organization
  • Responsible for understanding partners’ end markets, and using competitive insights to create actionable partner plans, and leveraging/extending product nuances into strategic recommendations to deliver success within vertical markets

People Management

  • Builds a growth minded team, attracting and developing talent while aligning with Workiva’s values. • Lead a team of alliance managers/directors focused on achieving established revenue/growth goals and KPI’s that represent mutually beneficial business outcomes.
  • Provides employees with coaching, feedback, and developmental opportunities 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 Partner 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.
  • Team management, including recruitment, supervision, development, evaluation, and disciplinary actions.
Executive Team

Marty Vanderploeg – CEO

Julie Iskow – COO & EVP

Jill Klindt – SVP & CFO

Jeff Trom – CTO & Managing Director

Michael Hawkins – EVP, Sales

Mitz Banarjee – EVP & Chief Customer Officer

Corey Wells – Head of Partnerships & Alliances

 

 

 

 

 

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