Principal Product Advisor, Financials

Workday Workday · Enterprise · Atlanta, GA +2

This role is for a Principal Product Advisor at Workday, focusing on enhancing the deployment of Workday Financials for customers using an AI-driven approach. The role involves defining deployment workflows, configurations, and automation, and partnering with engineering to build AI-driven tools to reduce effort and improve quality. The position requires deep experience in enterprise software deployment and financial systems consulting, with a strong understanding of Workday Financials.

What you'd actually do

  1. You will define deployment workflows, configurations, automation, and AI tooling that significantly reduce the customer and consulting effort to deploy our products and increase customer satisfaction.
  2. You will continuously assess deployment tool enhancements, optimize pre-configured content, and translate delivery learnings, escalations, and patterns into concrete improvements.
  3. You will also partner with engineering to build AI-driven tools that reduce deployment effort and improve quality.
  4. Drive the end-to-end deployment approach and content for your pillar—whether that is Core Financial Management (General Ledger, Assets, Reporting/Analytics), Spend Management (Accounts Payable, Expenses, Procurement), or Revenue Management (Revenue Recognition, Customer Accounts, Contracts).
  5. Identify patterns in implementation challenges and partner with engineering to build AI-driven tools that reduce deployment effort and improve quality.

Skills

Required

  • 10+ years of experience in enterprise software deployment, financial systems consulting, or a related advisory role within Workday Financials across at least one major pillar (Core Financials, Spend, or Revenue).
  • Proven track record of leading complex, global workstreams and strong hands-on proficiency with the Workday Financials product.
  • Comfortable using AI tools and generative AI assistants to design or enhance implementation workflows, documentation, and training content.
  • Experience translating deployment challenges and performance data into actionable, automated solutions for an enterprise software implementer.

Nice to have

  • Deep experience planning, configuring, and optimizing enterprise financial software deployments, including managing updates, troubleshooting issues, and ensuring alignment with existing infrastructure.
  • Skilled at building and managing relationships with senior leaders across Product, Services, and Sales, ensuring alignment on deployment strategy and facilitating clear communication across groups with diverse needs and priorities.
  • Experienced in designing and implementing strategies or systems that solve specific deployment challenges and improve operational efficiency, from optimizing pre-configured content to creating new automation workflows.
  • Demonstrated ability to provide expert advice and solutions in Workday Financials or comparable ERP domains, including analyzing deployment issues, developing strategies, and implementing improvements that enhance delivery outcomes.
  • Ability to understand and interpret business situations—such as customer financial reporting requirements and deployment patterns—to make informed decisions that improve deployment quality and efficiency.
  • A strong orientation toward understanding and prioritizing the needs of delivery teams and end customers, using their feedback and experience to drive meaningful improvements in the deployment approach.
  • Experience planning, creating, and managing deployment content, guidance materials, and tooling documentation for use by delivery teams and partners.
  • Ability to clearly and effectively share complex financial and technical information across diverse audiences, from delivery consultants to senior leadership, adapting your style to the situation.
  • Skilled at identifying, anticipating, and addressing deployment challenges, translating patterns in escalations and feedback into scalable solutions.

What the JD emphasized

  • AI driven deployment approach
  • AI driven Workday Financials deployment
  • AI tooling
  • AI-driven tools