Director of Private Equity Partnerships

The Director of Private Equity Partnerships will lead and expand a new and growing Private Equity (PE) focus at Workiva. This role will drive Workiva's engagement with the world's leading Private Equity firms-onboarding new partnerships, deepening existing relationships, and developing scalable value-creation programs working closely with product, sales and marketing teams that deliver measurable impact across PE portfolios.

The ideal candidate combines executive presence, partnership execution excellence, and an ability to translate strategy into results - driving sourced pipeline growth, accelerating adoption across portfolio companies, and strengthening Workiva's position as the leading platform for financial reporting, sustainability and compliance within the private equity ecosystem. This involves initiating, cultivating and sustaining relationships with partner executives and sales leaders that result in a highly effective partnership delivering material impact to both the partner and Workiva.

What You'll Do

Strategic Growth & Partnership Development

• Lead the expansion of Workiva's Private Equity Program by identifying, engaging, and onboarding new PE firms globally

• Deepen and nurture existing PE relationships to drive mutual success and influence portfolio-wide adoption of Workiva

• Develop scalable playbooks, co-sell and sourced motions, and value-creation programs that can be driven consistently across PE portfolios

• Build and maintain senior-level relationships with investment professionals, portfolio operations leaders, and functional executives (CFOs, CPOs, CIOs, CTOs)

• Partner with Workiva sales, marketing, and customer value teams to ensure seamless alignment and execution

• Pipeline & Business Development

• Drive PE-sourced and PE-influenced pipeline, ensuring visibility and accuracy of all opportunities in Salesforce

• Support the sales cycle across key PE-backed opportunities, from identification through close, in close collaboration with account executives and solution consultants

• Lead joint account planning sessions and ensure follow-through on action items to achieve mutual goals and revenue targets

• Determine and scale Workiva solutions fit for purpose for PE and their portfolio companies

• Drive Workiva's private to public sales motion and align with PE Capital Markets team's early, helping them from acquisition to exit.

• Track key performance metrics including pipeline creation, deal velocity, and portfolio penetration

Marketing & Events

• Plan and execute strategic PE events, executive roundtables, and industry engagements to showcase Workiva's value proposition and strengthen partner relationships

• Collaborate with Workiva's marketing team on co-branded campaigns, thought leadership, and PR activities

• Represent Workiva at conferences and forums, positioning the company as a trusted value-creation partner to the private equity community

Operational Excellence & Governance

• Maintain operational rigor across partner management processes, ensuring data accuracy, consistent reporting, and timely follow-up

• Lead quarterly business reviews (QBRs) with key partners, tracking outcomes and course-correcting as needed

• Serve as the internal advocate for PE partners-ensuring tight alignment between sales, alliances, finance, marketing, and executive stakeholders

• Continuously refine the PE program structure, tools, and governance model to ensure scalability and impact

What You'll Need

Minimum Qualifications

• Bachelor's degree in Business, Economics, or related field; MBA or advanced degree preferred

• 10+ years' experience in enterprise software sales, alliances, or partner development, with proven success building and scaling strategic partnerships

Preferred Qualifications

• Experience in or around the Private Equity Ecosystem

• Deep understanding of enterprise sales cycles, channel/partner motions, and value-creation frameworks

• Exceptional relationship-building, communication, and executive-level presentation skills

• Proven ability to operate cross-functionally, influence without authority, and drive results in fast-paced environments

• High level of business acumen with the ability to connect financial, operational, and strategic objectives

• Proven ability to develop and execute a strategy involving multiple stakeholders

Travel Requirement & Working Conditions

• Up to 30% travel for regular customer meetings and events

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

How You'll Be Rewarded

Eligible for commission based on sales performance

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.

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.