Lead Scoping Analyst

USA - Remote · Remote
Full-time
$106,000.00 - $185,000.00
Posted Nov 13, 2026

Skills

Sales
Leadership

Job description

Summary

The Lead Scoping Analyst is an expert-level professional who drives the strategic and operational success of our SaaS implementation scoping function. Operating with significant autonomy and guided only by broad departmental objectives, you will tackle highly ambiguous problems and design creative, sustainable solutions for complex enterprise assignments. As a subject matter expert and team lead, you will not only anticipate risks and formulate advanced scoping strategies but also propose new methodologies to elevate the discipline as a whole. You will exercise significant judgment to deliver a definitive impact on customer and operational goals, frequently leading cross-functional efforts and coordinating the activities of your peers to ensure departmental success.

What You’ll Do

Methodology Innovation

•Advance the scoping discipline by proactively proposing and implementing new techniques, tools, and methodologies tailored to evolving business contexts and industry trends.

Complex & Ambiguous Scoping

•Lead the discovery and scoping of highly complex, ambiguous enterprise engagements. Conduct in-depth evaluations of variable, hard-to-identify factors to anticipate implementation risks and recommend sustainable, creative solutions.

Strategic Autonomy & Execution

•Translate broad departmental objectives into actionable processes. Independently define and execute the approach for new, special, or unprecedented scoping assignments.

Team Leadership & Coordination

•Act as a team lead by coordinating the daily activities of other scoping team members, ensuring the successful, high-quality completion of departmental assignments and SOWs.

Cross-Functional Leadership

•Lead cooperative efforts among members of different teams (Sales, Delivery, Product, Legal) to align on complex deal structures and deliver seamless pre-sales to post-sales transitions.

Departmental Impact

•Exercise significant interpretative judgment to evaluate different technical approaches, making impactful recommendations that definitively drive customer, operational, and service objectives across the department.

What You'll Need

Minimum Qualifications

•Bachelor’s degree

•6 years of experience in SaaS professional services, pre-sales, solution scoping, implementation, or technical consulting, with a strong preference for experience supporting Workiva solutions.

Preferred Qualifications

•Proven track record acting as a team lead, coordinating the work of junior and mid-level analysts.

•Deep understanding of the broader SaaS industry and a demonstrated ability to connect day-to-day scoping work to the achievement of high-level company objectives.

•Ability to navigate high ambiguity, conduct detailed evaluations of complex data, and apply expert knowledge using creative means.

•Capacity to evaluate various technical and commercial techniques, making definitive and impactful recommendations.

•Exceptional ability to lead cooperative efforts without formal reporting lines, regularly interacting with managers and liaising with senior managers.

•Strong capability to independently map out and determine processes for completely new or special assignments.

•Strong organizational and leadership skills necessary to guide peers and coordinate multi-person tasks.

Travel Requirements and Working Conditions

•25% travel for internal meetings

•Reliable internet access for any period of time working remotely and not in a Workiva office

Workiva will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis. How You’ll Be Rewarded

✅ Salary range in the US: $106,000.00 - $185,000.00 ✅ 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.

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 talentacquisition workiva.com .

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.

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