Scoping Analyst

The Scoping Analyst is an intermediate professional role focused on owning and delivering core SaaS implementation scoping activities. Working with clearly defined objectives, you will apply your business understanding and practical knowledge of Workiva technical standards to evaluate standard to moderately complex scoping requirements. At this level, you begin to independently prioritize your day-to-day work, exercising judgment within defined procedures to solve minimally ambiguous problems. You will build productive internal relationships across multiple departments and take pride in owning your assigned activities, while occasionally providing broad guidance to newer or process-oriented team members.

What You’ll Do

• Scoping Execution & Ownership: Take ownership of assigned scoping activities, translating customer needs into accurate effort estimates, project timelines, and finalized Statements of Work (SOWs) using professional principles and techniques

• Evaluative Problem Solving: Address minimally ambiguous scoping challenges by reviewing a variety of factors. Adapt established practices and apply company policies to determine the most appropriate action for standard implementations

• Cross-Functional Collaboration: Build and maintain productive internal working relationships, regularly interacting with high-level individual contributors and managers across Sales, Delivery, and Product teams to align on project scope

• Task Prioritization: Independently manage and prioritize routine scoping work while receiving detailed guidance only on new or highly complex assignments

• Team Contribution & Mentorship: Contribute directly to the success of a small team by ensuring the quality of your own work. Provide broad guidance and support to individuals in process-oriented or entry-level roles (e.g., Associate Scoping Analysts)

What You'll Need

Minimum Qualifications

• Undergraduate Degree or equivalent combination of education and experience

• 2 years experience in professional services, pre-sales, scoping, implementation, or technical consulting within the SaaS industry

Preferred Qualifications

• Prior experience in SaaS implementation, pre-sales technical consulting, or professional services scoping

• Demonstrated ability to build relationships and interact confidently with managers and senior individual contributors across multiple departments

• Ability to evaluate varied factors to understand problems and apply acquired techniques to resolve them

• Capacity to exercise sound judgment within defined procedures and adapt practices when necessary

• Strong ability to begin independently prioritizing work based on clearly defined overall objectives.

• Clear and professional written and verbal communication skills, tailored to both peer and management audiences

• Strong interpersonal skills necessary to build productive, regular interactions across similar internal business areas

• Ability to independently evaluate and resolve standard scoping questions without immediate escalation

Travel Requirements & Working Conditions

• Willingness to travel up to 25% for team and corporate meetings

• Reliable internet access for any period of time while working remotely

How You’ll Be Rewarded

✅ 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.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.