Workiva Keyword Audit

Keywords Extracted from Job Descriptions

High-Frequency Terms (appear in both JDs)

  • proactive engagement / proactive, outcome-based engagement
  • enterprise transformation
  • platform adoption
  • value realization
  • C-level / C-suite relationships (IT and business)
  • renewal forecast / renewal forecasting
  • risk management / risk scoring / early warning
  • GRR / NRR (Gross/Net Revenue Retention)
  • Financial Services
  • regulated environments
  • Signature Experience / Premium Experience
  • lifecycle plays
  • digital scale / 1:Many
  • cross-functional
  • account planning / joint account planning
  • executive sponsor
  • customer health
  • adoption
  • expansion
  • retention
  • governance model
  • operating cadences
  • Centers of Excellence (COE)
  • strategic accounts
  • multi-stakeholder
  • forecast accuracy
  • value-based engagement
  • customer impact
  • high-performing teams
  • talent development
  • data-driven
  • executive presence

VP-Specific Terms

  • architect / architecting
  • monetized Success offerings
  • platform value
  • transformation strategy
  • engagement catalog
  • productize
  • value accelerators
  • workflow assessments
  • strategic governance engagements
  • insights-led / predictive
  • feedback loops
  • KPIs and dashboards

Sr Director-Specific Terms

  • execution-oriented
  • Enterprise (Majors)
  • Signature Experience delivery
  • premium / white-glove
  • risk mitigation
  • early intervention
  • escalation
  • unified narrative
  • operating cadences
  • people leadership
  • role accountability
  • predictable outcomes

Audit: CV v3

KeywordPresent?Where/How
proactive engagement✅“proactive, outcomes-based customer engagement”
enterprise transformation✅“enterprise transformation and platform adoption”
platform adoption✅“enterprise transformation and platform adoption”
value realization✅“long-term value realization”
C-level / C-suite✅“C-suite stakeholders”
renewal forecasting✅“renewal forecasting”
risk management❌MISSING
GRR/NRR✅“156% NRR”, “NRR for four years”
Financial Services✅“Financial Market Participants”, “financial institutions”
regulated environments❌MISSING (only in summary via CSRD/ISSB)
Signature Experience❌MISSING
Premium Experience❌MISSING
lifecycle plays❌MISSING
digital scale❌MISSING
cross-functional✅“cross-functional process optimization”
account planning❌MISSING
joint account planning❌MISSING
executive sponsor✅“executive sponsor”
governance✅“governance” (multiple)
operating cadences❌MISSING
COE / Center of Excellence❌MISSING
strategic accounts✅“strategic accounts”
multi-stakeholder❌MISSING
high-performing teams❌MISSING
talent development❌Implied via “hired and developed” but not explicit
data-driven❌MISSING
tiered service model✅“tiered service model”
white-glove❌MISSING (was in earlier drafts)
early intervention❌MISSING
expansion❌MISSING (have “upsell” but not “expansion”)
retention✅“talent retention”, “gross retention”, “net retention”

MISSING KEYWORDS TO ADD TO CV:

  1. risk management
  2. regulated environments (explicit phrase)
  3. account planning / joint account planning
  4. white-glove
  5. expansion (alongside upsell)
  6. early intervention
  7. data-driven

Audit: VP Cover Letter v2

KeywordPresent?
proactive, outcomes-based engagementâś…
enterprise transformation❌ MISSING
platform adoption❌ MISSING
value realization❌ MISSING
C-level/C-suite❌ MISSING (have CFOs etc. but not the phrase)
renewal forecasting❌ MISSING
Financial Servicesâś…
regulated environments✅ “complex regulatory environments”
governanceâś…
digital scaleâś…
strategic accountsâś…
platform valueâś…

MISSING FROM VP LETTER:

  1. enterprise transformation
  2. platform adoption
  3. value realization
  4. C-level (the phrase itself)
  5. renewal forecasting

Audit: Sr Director Cover Letter v2

KeywordPresent?
proactive engagement✅ “proactive, white-glove engagement”
enterprise transformation❌ MISSING
Financial Servicesâś…
regulated environmentsâś…
renewal forecastingâś…
GRR/NRRâś…
white-gloveâś…
governanceâś…
account planning✅ “joint account planning”
tiered service modelâś…
executionâś…
GTMâś…

MISSING FROM SR DIRECTOR LETTER:

  1. enterprise transformation
  2. platform adoption
  3. value realization
  4. risk management