CRM Specialist

Drake’s top client – a global financial industry expert is hiring a Workiva Solutions Officer to be part of their collaborative team in Pasig City.

Summary:
The Workiva Solutions Officer is a pivotal role dedicated to managing and enhancing Workiva-related services. The officer works closely with the Workiva Solutions Manager and is responsible for designing and implementing processes, managing enterprise projects, training internal and external stakeholders, and providing platform function support. This role ensures the seamless integration and alignment of Workiva solutions with client needs and operational standards. The Workiva Solutions Officer collaborates closely with department heads, stakeholders, and Workiva representatives to deliver exceptional service and operational efficiency.

Responsibilities:
• Process Design and Optimization
• Solutions Development
• Training and Enablement
• Platform Function Support
• Project Management
• Partnership Management
• Client Engagement

Qualifications:

• Bachelor’s degree in Business, Technology, Data Analytics, or related fields;
• Certifications in Workiva platform (or equivalent) preferred.
• With 3–5 years of experience in project management, solutions design, or operations support for
• collaborative, enterprise-level platforms.
• Hands-on experience with platforms like Google Workspace, Microsoft 365, SAP, Tableau, or other collaborative and reporting tools used for enterprise operations, compliance, or reporting.
• Familiarity with systems such as IBM Cognos, BlackLine, Hyperion, or OneStream for financial consolidation, planning, or reporting is advantageous.
• Strong technical expertise with integration, automation tools, or workflow optimization platforms (e.g., Alteryx, Zapier, or Power Automate).
• Willing to work on a hybrid and shifting schedule (3x/week) in Pasig City.

What’s in it for you?

• Work life balance.
• Global presence and provides professional growth.
• Collaborative environment.