Solution Consultant - Financial Services

The Solution Consultant provides pre-sales support in the development and presentation of our financial reporting solutions for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. The solutions relevant to this role are bespoke to the Financial Services sector. 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, builds Proof of Concepts to validate requirements, builds and presents 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:

• Requires a minimum of 4 years of related experience with a Bachelor’s degree; or 2 years and a Master’s degree; or a PhD without experience

• Experience selling to or working in Investments/Asset Management or Banking industries

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

• Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills

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

• Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting,  Insurance Statutory Reporting

• Experience with financial reporting technology, such as the Workiva platform

• Capability to gather business needs and present a value based, compelling software demonstration

Travel Requirement & Working Conditions

• Up to 25% Travel

• Reliable internet access for any period of time working remotely, not in a Workiva office

How You’ll Be Rewarded

✅ Eligible for commission based on sales performance

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The 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.

Workiva is an Equal Employment Opportunity and Affirmative Action 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, 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.  We strongly encourage and welcome people from historically marginalized groups to apply.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].

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.