Note: The job is a remote job and is open to candidates in USA. Workday is a leading AI platform for managing people, money, and agents. The Senior or Principal Partner AI Advisor (oCFO) serves as a Finance-focused functional expert, enabling strategic partners to position, demonstrate, and develop Workday Financials and agentic AI solutions. The role supports partner readiness, competitive positioning, functional playbooks, demonstrations, and Finance transformation initiatives.
Responsibilities
- Develop strong expertise in Workday Financials and agentic Finance capabilities and use it to enable partner Finance solution consultants and offering teams
- Support delivery of enablement that helps partners gain early visibility into Workday’s Financials roadmap and AI capabilities — including Core Financials, Accounting, Financial Planning, Procurement, and agentic Finance solutions
- Contribute to persona-based functional playbooks (CFO, Controller, Head of FP&A) that translate Workday’s capabilities into outcome-driven narratives the partner’s teams can take into conversations
- Help interpret upcoming Financials releases for partner offerings, go-to-market positioning, and client conversations
- Help partners understand the agentic AI opportunity within Finance — where intelligent automation, AI-driven financial insights, and accounting agents create value for their clients
- Support the pod in articulating how agentic AI transforms Finance operations, including use cases such as close automation, anomaly detection, real-time forecasting, and intelligent procurement workflows
- Contribute to discussions on the regulatory and risk landscape around Finance agentic AI — including audit trails, financial controls, data integrity, and compliance considerations
- Assist in identifying industry-specific agent libraries and high-return use cases where partners can build differentiated, partner-owned Finance solutions on Workday’s agentic platform
- Help equip partner Finance teams with current competitive positioning — how Workday differentiates across the Finance landscape versus legacy platforms, point solutions, and AI-native players
- Translate Workday’s functional differentiation into clear, outcome-focused language that resonates with Finance stakeholders
- Share partner-developed Finance solutions and innovations back with Workday’s field and solution consulting teams so joint customers benefit from the partner’s IP
- Support joint industry events, Finance forums, and practice conferences with partners, contributing to presentations on Finance transformation and agentic AI
- Act as a first line of support for partner Finance teams on functional questions and common competitive objections, escalating or partnering with senior team members as needed
- Collaborate with Solution Architecture and Solution Consulting to help ensure partner demo environments reflect current Workday functionality and product depth
- Help bring partner-built Finance solutions back to the Solution Architecture and Solution Consulting teams so Workday’s field can demo partner-delivered Finance solutions seamlessly
Skills
- 5+ years of Finance domain expertise spanning Core Financials, Accounting, FP&A, Procurement, or financial reporting at Workday or a comparable enterprise Finance software or consulting organization
- 3+ years in a presales, solution consulting, advisory or implementation role for enterprise Finance or ERP software, with demonstrated impact in complex or strategic opportunities
- 7+ years of Finance domain expertise spanning Core Financials, Accounting, FP&A, Procurement, or financial reporting at Workday or a comparable enterprise Finance software or consulting organization
- 5+ years in a presales, solution consulting, advisory or implementation role for enterprise Finance or ERP software, with demonstrated impact in complex or strategic opportunities
- Experience working with or within Global System Integrators, large SIs, or strategic technology partners, either from the vendor side or from within a GSI or consulting practice
- Proven ability to engage credibly with GSI Finance practice leads, CFO-level audiences, and Finance offering development teams as a functional peer and trusted advisor
- Deep knowledge of Workday's Financials suite and AI/agentic capabilities, or strong equivalent experience with a clear track record of ramping quickly on new products and capabilities
- Strong command of the Finance and ERP competitive landscape, with the ability to translate that knowledge into actionable competitive positioning for partners
- Demonstrated experience designing and delivering functional playbooks, persona-based narratives, or solution positioning that builds durable capability within partner or customer organizations
- Exceptional communication and storytelling skills, with the ability to lead strategic conversations and influence senior stakeholders across both partner and Workday organizations
- Highly collaborative working style with experience orchestrating across GPO, Product & Technology, Forward Deployed, Solution Architecture, and Solution Consulting teams
- Comfortable operating in a fast-moving, investment-stage environment, with a track record of creating structure, iterating quickly, and mentoring others
Benefits
- This role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants.
- Our approach enables our teams to deepen connections, maintain a strong community, and do their best work.
- Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
- We simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).
Company Overview
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