Solutions Consultant - Financial Services

The Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves. The qualified candidate will be able to offer specific technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva's platform and solutions via technical and architecture presentations, product demonstrations, and communication of value-based messaging about the Workiva platform. Additionally, the job requires development of example solutions, prototypes and proofs of concept to demonstrate viability and value of Workiva solutions.

What You'll Do

• Execute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs

• Ensure customer success by working with Workiva Client Services team for smooth on-boarding and long term success

• Demonstrate knowledge across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impact

• Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition

• Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present customer specific business cases

• May begin to deliver cross-domain coaching, training, or mentoring peers

• Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals

• Assist Sales in developing account plans in support of Workiva strategies and objectives

What You'll Need

Minimum Qualifications

• Undergraduate degree or equivalent combination of education and experience in a related field

• 4+ years of experience in Consulting, Presales, Solution Consulting, Solution Implementation or similar

Preferred Qualifications

• Experience engaging with and presenting to business or IT managers and executives

• Excellent verbal, written, presentation, and interpersonal communication skills

• Self-motivated with strong propensity for action, results and continuous improvement

• Consultant level in the Big Four or public accounting

• Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred

• Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions

• Ability to present a value based, compelling software demonstrations

• Familiarity with complex regulatory reporting frameworks (e.g., Banking, Insurance, or Investment Management sectors) is advantageous

• Proficiency in data transformation and integration workflows (SQL, ETL, or BI tools) is highly valuable

Travel Requirements & Working Conditions

• Willingness to travel up to 30% for team and corporate meetings, fostering relationships and representing company interests

• Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

#LIHM1