[Hiring] Senior Scoping Analyst @Workiva Inc.

Role Description

The Senior Scoping Analyst is a strategic pre-sales professional who bridges the gap between Sales and Delivery by translating complex client objectives into executable, high-margin SaaS implementation plans. This role drives consultative discovery and rigorous commercial architecture to ensure all sold solutions are operationally viable and technically sound. Focused entirely on the pre-sales phase, you will balance client goals with risk mitigation and project margins without engaging in post-sale implementation.

What You’ll Do

• Consultative Discovery & Requirements Gathering:
  • Lead pre-sales discovery sessions to uncover client business objectives, define the problem statement, and establish clear, feasible project requirements.
• Commercial Architecture & Risk Mitigation:
  • Architect comprehensive Statements of Work (SOWs) that translate client business needs into executable project plans.
  • Establish clear project boundaries by rigorously defining deliverables, out-of-scope exclusions, technical assumptions, and objective acceptance criteria to protect project margins and prevent downstream scope creep.
• Data-Driven Project Estimation:
  • Translate high-level client requirements into detailed Work Breakdown Structures (WBS) and utilize estimation tools/calculators to accurately forecast the level of effort, project duration, and resource requirements.
• Service Engineering & Delivery Handoff:
  • Treat scoping as a strategic bridge between Sales and Delivery. Ensure that all proposed solutions are structurally sound, feasible, and ready for a seamless handoff to services organization.
• Contract Negotiation & Deal Desk Liaison:
  • Act as the strategic liaison between Sales, Legal, and Delivery teams during contract negotiations.
  • Navigate SOW redlines and facilitate Deal Desk reviews to align client expectations with corporate risk tolerances.
• Workiva Solution Validation:
  • Leverage your knowledge of the Workiva platform to validate technical solutions within the scoping process, ensuring they align with client needs for financial reporting, ESG, or GRC.
• Stakeholder Collaboration:
  • Act as the central point of contact for a matrixed team, including Sales executives, Legal counsel, Finance, and technical Subject Matter Experts (SMEs).
• Quality Assurance & Process Adaptation:
  • Validate and endorse technical solutions within proposals to ensure alignment with the initial implementation strategy.
  • Continuously improve Scoping techniques and tools to support increasingly complex global projects.

Qualifications

• Undergraduate Degree or equivalent combination of education and experience.
• 4+ years of experience in professional services, pre-sales, scoping, implementation, or technical consulting within the SaaS industry.

Requirements

• Domain & Platform Expertise: Strong background in Audit, GRC, ESG, or corporate financial reporting, with highly preferred experience in the Workiva platform.
• Technical Scoping: Experience in SaaS service solutions or process design consulting, with the proven ability to validate the technical components of a Statement of Work (SOW).
• Commercial Operations: Proficiency in Salesforce, CPQ, or estimation tools, with a background in formal bid management, proposal writing, and contract negotiation.
• Strategic Acumen: Deep understanding of how pre-sales scoping impacts delivery margins, project execution, and long-term customer success.
• Analytical Problem Solving: An inquisitive mindset capable of independent data analysis to identify underlying issues and create scalable, multi-factor solutions.
• Collaboration & Influence: Adept at building internal networks and liaising with senior leadership across Sales, Legal, and Delivery to mitigate risk and resolve conflicts.
• Proven Success: A track record of high-accuracy project estimations that prevent scope creep and ensure seamless handoffs to PMO/Delivery teams.
• Multilingual Skills: Proficiency in Spanish and/or Portuguese is a strong plus.
• Must be able to work standard West Coast Pacific Time/Mountain Time business hours to support regional scoping requests. This is a non-negotiable requirement, though the role may be based remotely anywhere within the US.

Travel Requirements & Working Conditions

• Standard daily schedule must align with Pacific Time (PT) business hours.
• Willingness to travel up to 25% for team, corporate, or customer meetings.
• Reliable internet access for any period of time while working remotely.

Benefits

• Salary range in the US: $99,000.00 - $159,000.00.
• A discretionary bonus typically paid annually.
• Restricted Stock Units granted at time of hire.
• 401(k) match and comprehensive employee benefits package.