The Senior Solution Consultant provides pre-sales support in the development and presentation of our platform for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. This role serves as a trusted advisor supporting the business throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solutions, and guiding customers through technical validation and value based demonstrations.What You’ll Do<ul><li>Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs</li><li>Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact</li><li>Translate the specific needs of the Financial Services industry into Workiva solutions</li><li>Assist sales in developing account plans in support of Workiva strategies and objectives</li><li>Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases</li><li>Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success</li><li>Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition</li><li>May begin to deliver cross-domain coaching, training, or mentoring peers</li><li>Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals</li></ul>What You’ll NeedMinimum Qualifications<ul><li>Requires a minimum of 6 years of related experience with a Bachelor’s degree; or 4 years and a Master’s degree; or 2 years and a PhD</li><li>Financial Services industry knowledge is valuable and will be essential to success in this role. Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases</li></ul>Preferred Qualifications<ul><li>Experience engaging with and presenting to business or IT managers and executives</li><li>Excellent verbal, written, presentation, and interpersonal communication skills</li><li>Self-motivated with strong propensity for action, results and continuous improvement</li><li>Experience building processes from the ground up, including design, proposal, and cross-functional alignment</li><li>Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed</li><li>Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills</li><li>Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred</li><li>Experience with high level technical aspects of connectivity and integration (API)</li><li>Capability to gather business needs and present a value based, compelling software demonstration is preferred</li></ul> Travel Requirements &amp; Working Conditions<ul><li>Up to 40% Travel</li><li>Reliable internet access for any period of time working remotely, not in a Workiva office</li></ul>How You’ll Be Rewarded✅ On Target Earnings (OTE) range in the US: 151,000.00 - 246,000.00 USD Annual✅ Eligible for commission based on sales performance✅ Restricted Stock Units granted at time of hire✅ 401(k) match and comprehensive employee benefits packageThe salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status 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 <a href="mailto:talentacquisition@workiva.com">talentacquisition@workiva.com</a>.Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.#LI-RM1

Workiva is on a mission to power transparent reporting for a better world. We build and deliver the world&rsquo;s leading cloud platform for assured integrated reporting to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Workiva offers the only unified SaaS platform that brings customers&rsquo; financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. Our platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com.

Senior Solution Consultant - Financial Services

The Senior Solution Consultant provides pre-sales support in the development and presentation of our platform for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. This role serves as a trusted advisor supporting the business throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solutions, and guiding customers through technical validation and value based demonstrations.What You’ll Do<ul><li>Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs</li><li>Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact</li><li>Translate the specific needs of the Financial Services industry into Workiva solutions</li><li>Assist sales in developing account plans in support of Workiva strategies and objectives</li><li>Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases</li><li>Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success</li><li>Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition</li><li>May begin to deliver cross-domain coaching, training, or mentoring peers</li><li>Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals</li></ul>What You’ll NeedMinimum Qualifications<ul><li>Requires a minimum of 6 years of related experience with a Bachelor’s degree; or 4 years and a Master’s degree; or 2 years and a PhD</li><li>Financial Services industry knowledge is valuable and will be essential to success in this role. Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases</li></ul>Preferred Qualifications<ul><li>Experience engaging with and presenting to business or IT managers and executives</li><li>Excellent verbal, written, presentation, and interpersonal communication skills</li><li>Self-motivated with strong propensity for action, results and continuous improvement</li><li>Experience building processes from the ground up, including design, proposal, and cross-functional alignment</li><li>Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed</li><li>Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills</li><li>Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred</li><li>Experience with high level technical aspects of connectivity and integration (API)</li><li>Capability to gather business needs and present a value based, compelling software demonstration is preferred</li></ul> Travel Requirements &amp; Working Conditions<ul><li>Up to 40% Travel</li><li>Reliable internet access for any period of time working remotely, not in a Workiva office</li></ul>How You’ll Be Rewarded✅ On Target Earnings (OTE) range in the US: 151,000.00 - 246,000.00 USD Annual✅ Eligible for commission based on sales performance✅ Restricted Stock Units granted at time of hire✅ 401(k) match and comprehensive employee benefits packageThe salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status 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 <a href="mailto:talentacquisition@workiva.com">talentacquisition@workiva.com</a>.Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.#LI-RM1

Senior Solution Consultant - Financial Services

About the Job

About the Company

Workiva

Similar Jobs

Senior Solution Sales Executive - Governance, Risk, and Compliance (Strategic Accounts)

Senior Solution Sales Executive - Governance, Risk, and Compliance (Strategic Accounts)

Vice President of Solutions, Financial Services

Vice President of Solutions, Financial Services

Director of Solutions

Director of Solutions

Senior Solution Sales Executive - Sustainability

Senior Solution Sales Executive - Sustainability

Account Executive

Account Executive

Sr. Client Solutions Architect

Sr. Client Solutions Architect

Senior Account Executive - Federal

Senior Account Executive - Federal

Lead Solution Consultant - Major Accounts

Lead Solution Consultant - Major Accounts

Senior Solution Sales Executive - Government, Risk and Compliance

Senior Solution Sales Executive - Government, Risk and Compliance

Entreprise Solutions Architect

Entreprise Solutions Architect