Senior Solution Consultant, Workiva
Financial Services
$156-253k
OTE
+ Eligible for commission based on sales performance + Restricted Stock Units granted at time of hire
Up to 40% Travel
Software for sustainability, GRC & financial reporting
Be an early applicant
Software for sustainability, GRC & financial reporting
1001+ employees
Be an early applicant
$156-253k
OTE
+ Eligible for commission based on sales performance + Restricted Stock Units granted at time of hire
Up to 40% Travel
1001+ employees
Company mission
To power transparent reporting for a better world.
Role
Who you are
- 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
- 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
- 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
- Experience building processes from the ground up, including design, proposal, and cross-functional alignment
- Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed
- 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
- Experience with high level technical aspects of connectivity and integration (API)
- Capability to gather business needs and present a value based, compelling software demonstration is preferred
What the job involves
- 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
- 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
- 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
- Translate the specific needs of the Financial Services industry into Workiva solutions
- Assist sales in developing account plans in support of Workiva strategies and objectives
- Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases
- Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success
- Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition
- May begin to deliver cross-domain coaching, training, or mentoring peers
- Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
Our take
For large-scale businesses, collecting and sharing data can be a complex and challenging process. Workiva solves this problem with its AI-powered data platform.
Workiva is one of the biggest players in the market, serving around 75% of Fortune 500 companies, including Google and Delta. Workiva's controlled, secure and audit-ready platform has maintained a clear edge over much of its competition.
Workiva's quality product and its commitment to transparency has made it a firm favourite with companies around the world. If it can maintain this, it stands to consolidate its impressive growth even further in the coming years.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2014
$0.7m
EARLY VC
Dec 2012
$30.7m
SERIES C
Total funding: $46.9m
Company HQ
Ames, IA
Leadership
Julie Iskow
(CEO)Julie joined Workiva in 2019 sa COO/President and became CEO in 2023. Previously, she served as the CTO at Medidate Solutions and as the CIO at WageWorks.
David Haila
(CTO)David has been at Workiva since 2009, joining the team as a Senior Software Engineer. Since then, he has held a number of roles and became CTO in 2023.
Jill Klindt
(CFO & EVP)Jill has been at Workiva since 2008, joining as a Controller before holding a number of roles and becoming CFO & EVP in 2023. Previously, she held Financial roles at Financial Intelligence, Wells Fargo Financial, CitiMortgage, and Principal Financial Group.
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