1. What is a Data Analyst at Workiva?

As a Data Analyst (often titled Senior Business Intelligence Analyst internally) at Workiva, you serve as a critical bridge between raw data and strategic business action. You will join the Decision Science team within the Data & Analytics organization, a group dedicated to powering Workiva’s growth through tech-driven transformation.

This role is not limited to simple reporting or ticket-taking. You are expected to drive innovation by performing in-depth analyses that uncover underlying patterns, causes, and implications of data across the business. You will collaborate with diverse stakeholders—including Sales, Customer Success, Finance, and Marketing—to translate complex datasets into clear, actionable narratives. Your work directly influences how leadership understands operational metrics and shapes the future of the Workiva platform.

You will operate in a mature, remote-first environment that values autonomy and impact. By building self-service data products and promoting a strong data culture, you empower the entire organization to make smarter decisions. If you are passionate about blending technical expertise in SQL and visualization with business acumen, this role offers a high-visibility platform to contribute to the company's success.

2. Getting Ready for Your Interviews

Preparation for Workiva requires a shift in mindset from purely technical execution to value-driven problem solving. The interview team looks for candidates who can not only write efficient code but also explain why that code matters to the business.

Your evaluation will center on these key criteria:

Technical Proficiency You must demonstrate advanced capabilities in SQL for large-scale data extraction and manipulation. Interviewers will also assess your familiarity with visualization tools (like Tableau, Quicksight, or Superset) and your ability to use scripting languages like Python or R for automation and deeper statistical analysis.

Business Acumen & Storytelling Workiva prioritizes "storytelling with data." You will be evaluated on your ability to translate complex findings into clear recommendations for non-technical stakeholders. You need to show that you can go beyond surface-level insights to identify trends that leadership hasn't even asked for yet.

Stakeholder Management Because this role supports functions ranging from Finance to the Executive Leadership Team, you must demonstrate the ability to consult, influence, and manage expectations. You will be tested on how you handle ambiguity and how you partner with cross-functional teams to define data requirements.

Culture Fit & Curiosity Workiva fosters a culture of transparency and collaboration. Interviewers are looking for "wanderlust"—a metaphor for curiosity and the ability to work autonomously in a distributed environment. They value candidates who are genuinely happy in their roles and eager to contribute to the data community.

3. Interview Process Overview

The interview process at Workiva is generally described by candidates as well-paced, transparent, and conversational, rather than an interrogation. The process typically spans about 4 weeks. It is designed to assess your technical skills in a practical context while heavily weighing your cultural alignment and communication style.

You can expect to start with a recruiter screen that covers your background and interest in the role. This is usually followed by a conversation with the Hiring Manager (often the Director of Data Science or a Lead), which focuses on your past projects and high-level technical fit. If you advance, you will move to a series of panel interviews or a "super day." These rounds will dive deeper into technical assessments—often involving SQL and case studies—and behavioral questions involving cross-functional partners.

The atmosphere is consistently reported as friendly. Interviewers want to have a conversation with you to see how you think, rather than simply checking boxes. However, because the team is busy and high-performing, scheduling logistics can sometimes be tight; clear and proactive communication is appreciated.

This timeline illustrates the typical flow from application to final decision. Use the time between the technical screen and the final panel to refine your "data stories"—specific examples of how your analysis changed a business outcome. Note that the final stage often combines technical validation with peer-level culture fit interviews.

4. Deep Dive into Evaluation Areas

To succeed, you must demonstrate strength across specific technical and functional areas. Based on the job description and candidate reports, focus your preparation on the following domains.

Data Manipulation and SQL

This is the foundation of the role. You will be expected to write clean, optimized SQL to handle large datasets. The team uses data warehousing solutions like Snowflake, Redshift, or BigQuery, so familiarity with cloud data architecture is essential.

Be ready to go over:

• Advanced Joins and Aggregations – Handling complex relationships between tables.
• Window Functions – Using RANK, LEAD, LAG, and moving averages to analyze trends.
• ETL Processes – Understanding how data flows from source to warehouse and how to document this logic.
• Data Cleaning – Strategies for handling nulls, duplicates, and inconsistent data types.

Example questions or scenarios:

• "Write a query to find the top 3 customers by revenue for each region over the last quarter."
• "How would you troubleshoot a query that is running too slowly on a large dataset?"

Visualization and Dashboarding

You must show that you can build self-service data products. It is not enough to make a chart; you must design dashboards that answer business questions intuitively.

Be ready to go over:

• Tool Proficiency – Experience with Tableau, Quicksight, or Superset.
• Design Principles – Choosing the right visualization for the data type (e.g., when to use a scatter plot vs. a bar chart).
• Self-Service Enablement – Designing views that allow stakeholders to explore data without your constant intervention.

Example questions or scenarios:

• "Walk me through a dashboard you built. Who was the audience, and what decision did it help them make?"
• "How do you handle a request for a metric that you know is misleading or not useful?"

Statistical Analysis and Decision Science

As a member of the Decision Science team, you are expected to apply statistical rigor to your work. This differentiates a Senior BI Analyst from a junior reporter.

Be ready to go over:

• Hypothesis Testing – Designing and interpreting A/B tests or other experiments.
• Causal Inference – Distinguishing between correlation and causation in business metrics.
• Scripting – Using Python (pandas, matplotlib) or R (dplyr, ggplot2) for analyses that go beyond SQL's capabilities.

Example questions or scenarios:

• "We noticed a drop in user engagement last week. How would you investigate the cause?"
• "Explain a complex statistical concept to someone without a math background."

5. Key Responsibilities

In this role, your day-to-day work will revolve around enabling the business to move faster with data. You will spend a significant portion of your time extracting, transforming, and analyzing large datasets to generate insights that go beyond the obvious. You are expected to proactively identify trends—don't wait for a ticket; find the pattern and surface it to leadership.

Collaboration is a massive part of the job. You will partner with teams across Sales, Customer Success, and Finance to understand their pain points. You will then translate those business needs into technical data requirements and build the necessary solutions. This often involves building the "next version" of self-service data products, ensuring that data is democratized and accessible.

Additionally, you will act as a guardian of Data Quality and Governance. You will own the documentation of data flows and logic, ensuring accuracy and security. You are also expected to foster a data culture by mentoring others and promoting curated data standards across the company.

6. Role Requirements & Qualifications

Candidates for the Data Analyst / Senior BI Analyst role at Workiva are evaluated against a specific mix of technical hard skills and consultative soft skills.

Must-Have Qualifications

• Experience: 4+ years in business intelligence or data analytics, preferably in the technology sector.
• SQL Mastery: Advanced skills in writing complex queries and managing large-scale data extraction.
• Visualization: Strong experience with tools like Tableau, Quicksight, or Superset.
• Communication: Proven ability to translate complex data into actionable insights for executive leadership.

Preferred & Differentiating Skills

• Scripting: Familiarity with Python or R for automation and advanced statistical analysis.
• Warehousing: Hands-on experience with Snowflake, Redshift, or BigQuery.
• Governance Tools: Experience with management tools like Atlan or Alation.
• Statistical Methods: Expertise in A/B testing and causal inference.

Soft Skills

• Autonomy: Ability to manage multiple projects and balance impact vs. effort in a remote setting.
• Influence: Exceptional stakeholder management skills to collaborate across diverse business groups.

7. Common Interview Questions

The questions below are representative of what you might encounter at Workiva. They are drawn from candidate experiences and the specific requirements of the Decision Science team. Expect a mix of technical validation and behavioral inquiries focused on collaboration and innovation.

Technical & Analytical

• "Describe a time you identified a trend in data that leadership was unaware of. How did you present it?"
• "How do you handle data discrepancies between two different sources when reporting to stakeholders?"
• "Explain how you would design an A/B test for a new product feature. What metrics would you track?"
• "What is your process for optimizing a slow-running SQL query?"
• "How do you approach data cleaning when dealing with a messy, unstructured dataset?"

Behavioral & Cultural

• "Tell me about a time you had to push back on a stakeholder's request because the data didn't support their hypothesis."
• "Describe a situation where you had to explain a complex technical issue to a non-technical audience."
• "How do you prioritize your work when you have competing requests from Sales and Finance?"
• "Workiva values innovation. Tell me about a time you improved an existing process or tool on your own initiative."

8. Frequently Asked Questions

Q: Is this role fully remote? Yes, Workiva supports a "work where you work best" philosophy. The role is remote-friendly, though you should expect up to 15% travel, likely for team offsites or critical stakeholder meetings. You need reliable internet access to stay "virtually untethered."

Q: What is the primary tech stack for this role? You will primarily use SQL and Python/R for analysis, and Tableau, Quicksight, or Superset for visualization. The data infrastructure relies on modern warehousing solutions like Snowflake, Redshift, or BigQuery.

Q: How long does the interview process take? The process typically takes about 4 weeks from application to offer. However, timelines can vary based on hiring manager availability. If you experience a delay, it is acceptable to follow up politely with your recruiter.

Q: What makes a candidate stand out for this position? Beyond technical skills, the hiring team looks for proactivity. Candidates who can demonstrate that they don't just answer questions but actively look for "underlying patterns and implications" will have a significant advantage.

9. Other General Tips

Focus on "Actionable Insights" A recurring theme in Workiva's job descriptions is the phrase "actionable insights." When answering case study questions, do not just stop at the analysis. Always conclude with what the business should do based on your findings.

Highlight Cross-Functional Experience Since you will be working with Sales, Marketing, and Finance, give specific examples of how you have bridged the gap between these departments. Show that you understand the different KPIs that matter to a Sales Director versus a Finance Manager.

Be Prepared for "Why Workiva?" Workiva prides itself on its culture and employee experience. Research their products (like the Wdesk platform) and their position in the market (compliance, ESG reporting). showing genuine interest in their specific data challenges will set you apart.

10. Summary & Next Steps

The Data Analyst (Senior BI Analyst) role at Workiva is an opportunity to join a high-performing Decision Science team that values innovation and autonomy. You will be tasked with more than just querying data; you will be responsible for shaping the data culture and driving strategic decisions across the organization.

To succeed, focus your preparation on advanced SQL, data storytelling, and stakeholder management. Review your past projects to find examples where you took initiative to solve a problem proactively. Approach the interviews as a conversation—be transparent, curious, and ready to discuss how you can help Workiva grow.

The salary range for this position is $111,000 - $178,000 USD, depending on your location, skills, and experience. In addition to base salary, the package typically includes a discretionary annual bonus, Restricted Stock Units (RSUs), and a 401(k) match, reflecting Workiva's commitment to rewarding high-impact employees.

You have the roadmap. Now, dive into the data, structure your stories, and prepare to show Workiva how you can drive the next wave of innovation. Good luck!