Senior Director of Analyst Relations

Summary

As the market leader in Assured Integrated Reporting, Workiva relies on analyst insights to shape strategy, influence customers, and accelerate our global growth. The Senior Director of Analyst Relations will work across the organization, collaborating with Product and Customer and Partner Experience (CPX), to develop Workiva's next-generation analyst relations program. Reporting to the Vice President of Growth and Customer Marketing, you will develop and drive analyst relations strategy; build strategic relationships, enhance market perception, and communicate important platform and solution updates. Your leadership will influence analysts' views of Workiva, contributing to long-term growth in various industries and geographic markets.

This leader will turn a deep understanding of our platform and solution roadmaps and growth strategy into high-impact engagement with leading analyst firms. This is a highly visible role and you’ll be a trusted partner to senior leaders across the organization, earning your seat at the strategy table. We’re looking for someone as comfortable developing a strategy as they are executing against a plan. 

What You Will Do

• Cultivate and maintain strong relationships with influential industry analysts, shaping strategic priorities and initiatives

• Set and drive performance benchmarks to establish Workiva as a market leader, reflected in analyst reports and content

• Develop an engagement plan to facilitate continuous feedback with key analysts through inquiries, briefings, and advisory sessions

• Regularly communicate the company’s strategy, platform and solution roadmaps to analysts

• Coordinate and manage analyst briefings, inquiries, and events involving cross-functional team members and key executives, including on-site advisory days and participation in key analyst events and summits

• Track analysts' competitive analyses to inform product management and marketing strategies, and share insights internally

• Leverage analyst insights and references effectively to enhance Workiva’s market presence, demand generation, and sales enablement

• Monitor analyst report calendars for upcoming research reports and coverage

• Collaborate cross-functionally to craft comprehensive analyst report responses, including questionnaires, presentations, and demos

• Oversee all aspects of analyst relations operations, including contract and budget management

What You Will Need

Minimum Qualifications

Education

• Bachelor’s degree

Experience:

• 12+ years of experience in analyst relations or related functions: industry analysis/research, marketing, or corporate communications.

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Preferred Qualifications:

• A proven track record of scaling leading analyst relations programs

• Managing analyst relations teams for technology companies is a plus

• A strong understanding of accounting, finance, audit, risk, and sustainability concepts, trends, and industry dynamics is a plus

• Expert understanding of leading industry research firms and industry influencers

• Excellent written and verbal communication skills, with the ability to create compelling, analyst-focused materials and content

Travel Requirement

• Up to 40%

  
  

Working Conditions & Physical Requirements

• Reliable internet access for any period working remotely, not in a Workiva office.

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How You’ll Be Rewarded:

• Salary range in the US: 

$200,000.00 - $340,000.00

• A discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

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