Workiva Job Application

Status: Prep complete, ready to apply
Repo: Chaoticonomist/ScratchPad/workiva/

Target Roles

  • VP Customer Success
  • Sr Director Enterprise Customer Success

The Angle

Adam’s differentiator: ESG/sustainability expertise + Financial Services background

Workiva acquired Sustain.Life for $100M in June 2024. Adam’s experience at Clarity AI (sustainability/ESG, works with asset managers, asset owners) is directly relevant.

Materials (Final Versions)

  • CV: workiva-cv-adam-roberts-v4.md
  • Cover Letter (VP): workiva-cover-letter-vp-v3.md
  • Cover Letter (Sr Director): workiva-cover-letter-sr-director-v3.md
  • Keyword Audit: workiva-keyword-audit.md

Strategy

  • Apply for both roles
  • Lead with Sustain.Life acquisition / ESG angle
  • Avoid LinkedIn marketing (don’t rock the boat at Clarity AI)

Notes for future sessions:

  • Final versions are v4 (CV) and v3 (cover letters)
  • Multiple review rounds captured in drafts folder
  • Push final materials to ScratchPad repo when ready