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About the Role

As a Senior Solution Consultant, you will partner with Sales and internal stakeholders as a strategic technical lead to drive complex enterprise outcomes. You will take end-to-end accountability for technical wins, bridging business transformation with advanced data architectures, ecosystem integrations, and practical AI applications. You will uncover complex technical and business requirements through deep advisory discovery, guiding enterprise IT, architecture, and business leaders on modernizing workflows and data management to demonstrate the full value of the Workiva platform. The solutions are bespoke to the Financial Services sector, targeting Investments, Insurance, and Banking.

Responsibilities

Act as the primary technical lead for enterprise sales opportunities, focusing on integration, data management, and platform fit within customer technology ecosystems.
Partner closely with Regional Sales Directors and customer-facing teams to understand customer challenges, requirements, and desired business outcomes.
Lead solution discovery and value-based conversations across Workiva's core solutions, including Financial Reporting, GRC, and Sustainability.
Facilitate and guide conversations with enterprise IT, architecture, and business leaders on technology strategy, data management, integrations, and modernization.
Provide technical and architecture presentations, product demonstrations, and value-based messaging tailored to Financial Services customers.
Gather complex business and technical requirements and translate them into compelling, practical solutions using the Workiva platform.
Design customized solutions that address customer requirements and support the transformation and modernization of finance and business processes.
Develop example solutions, prototypes, and proofs of concept to demonstrate the viability, functionality, and value of Workiva's solutions.
Work with Solution Consultants to create or adapt custom demonstration environments and solutions.
Partner with Sales to build business cases and proposals that clearly articulate Workiva's value, business outcomes, and ROI.
Support Sales with Territory and Pipeline Development by building engagement plans, inspecting qualification gates, and identifying expansion opportunities.
Serve as the primary technical partner for strategic and complex enterprise opportunities.
Provide project and relationship management across larger customers with broader and more complex requirements.
Develop trusted relationships with senior customer stakeholders across IT, architecture, finance, and lines of business.
Work across the finance organization to identify transformation opportunities through innovative use of the Workiva platform.
Provide leadership and coordination across cross-functional Workiva resources in customer-facing initiatives.
Partner with selected Workiva business partners on joint customer initiatives.
Work closely with Workiva partner and customer support teams to support smooth onboarding, adoption, and long-term customer success.
Guide enterprise IT, architecture, and line-of-business leaders on modernizing data management through Workiva's platform, automated workflows, integrations, and AI capabilities.
Mentor and train other team members, sharing technical, industry, and domain expertise.
Maintain a strong commercial mindset, influencing customer decisions and contributing to overall sales strategy.

Requirements

6+ years of relevant experience in pre-sales, solution consulting, technical sales, solution delivery, or management consulting within a complex enterprise technology environment.
Bachelor's degree in a related field preferred, or equivalent practical experience.
Previous experience working within the Financial Services sector, particularly across Investments, Insurance, or Banking.
Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting.
Experience with financial reporting or financial management technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, or the Workiva platform.
Experience preparing and delivering software presentations, demonstrations, and proofs of concept, or implementing complex enterprise software platforms such as ERP, business intelligence, financial performance management, or data management technologies.
Hands-on technical experience with SaaS solutions, cloud technologies, and enterprise architectures, including integrations and data management.
Proven ability to gather business and technical needs and translate them into compelling, value-based software demonstrations and solution proposals.
Strong understanding of finance and accounting processes, with the ability to connect technology capabilities to business outcomes.
Proven ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications within complex enterprise ecosystems.
Deep multi-domain knowledge across Financial Performance Management, GRC, or Sustainability/ESG frameworks.
Experience engaging with and presenting to business and IT managers, senior stakeholders, and executive-level audiences.
Excellent client-facing presentation, verbal, written, and interpersonal communication skills, with the ability to distill complex technical concepts into clear, business-value-focused messages.
Strong problem-solving ability, with the capability to understand complex business challenges and articulate practical, effective technology solutions.
Strong leadership, consulting, project, and time-management skills, with the ability to manage multiple customer engagements and priorities.
Ability and willingness to provide training and share domain knowledge with different internal and external audiences.
Highly commercial mindset with the ability to influence customer decisions and contribute meaningfully to sales strategies.
Creative, collaborative, and solutions-oriented mindset, with a strong attitude of camaraderie and partnership.
Self-motivated with a strong propensity for action, results, and continuous improvement.
Up to 30% travel for customer and internal meetings.
Reliable internet access for any period of time working remotely and not in a Workiva office.

Skills

Pre-sales
Solution consulting
Technical sales
Solution delivery
Management consulting
Enterprise technology
Financial Services sector
Investments
Insurance
Banking
Private/Mutual Fund Reporting
Investor Relations
Capital Planning
Treasury
Regulatory Reporting
Insurance Statutory Reporting
Financial reporting technology
Financial management technology
SaaS solutions
Cloud technologies
Enterprise architectures
Integrations
Data management
Software presentations
Demonstrations
Proofs of concept
ERP implementation
Business intelligence implementation
Financial performance management implementation
Data management technologies implementation
Finance and accounting processes
Modern data strategies
Practical AI applications
Financial Performance Management
GRC
Sustainability/ESG frameworks
Client-facing presentation
Verbal communication
Written communication
Interpersonal communication
Problem-solving
Leadership
Consulting
Project management
Time-management
Training
Commercial mindset
Sales strategy
Collaboration
Solutions-oriented
Self-motivated

Location

Remote

Work Type

Full-time
Hybrid

Experience Level

Senior
6+ years

Education Level

Bachelor's degree

About the Company

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations.
Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on.
With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on.
The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny.
If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Equal Opportunity

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.