Senior Solution Consultant, Workiva

Financial Services

$156-255k

OTE

✅ Eligible for commission based on sales performance & ✅ Restricted Stock Units granted at time of hire

Senior and Expert level

Remote from US

More information about location

Software for sustainability, GRC & financial reporting

Be an early applicant

Software for sustainability, GRC & financial reporting

1001+ employees

B2BEnterpriseComplianceAnalyticsData AnalysisCloud Computing

Be an early applicant

$156-255k

OTE

✅ Eligible for commission based on sales performance & ✅ Restricted Stock Units granted at time of hire

Senior and Expert level

Remote from US

More information about location

1001+ employees

B2BEnterpriseComplianceAnalyticsData AnalysisCloud Computing

Company mission

To power transparent reporting for a better world.

Job

Company

Role

Who you are

Requires a minimum of 6 years of related experience
Undergraduate Degree or equivalent combination of knowledge and related career experience
Experience with Financial Services customers (banking, insurance, or asset management). Candidates should bring domain expertise in financial services workflows, regulations, and use cases

Desirable

Experience engaging with and presenting to business or IT managers and executives
Actuarial reporting experience at an Insurance company
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 Workiva’s Financial Reporting solutions - 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
Reliable internet access for any period of time working remotely, not in a Workiva office

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

Led by a woman

5% employee growth in 12 months

Glassdoor (4)

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 as COO/President and became CEO in 2023. Previously, they served as the CTO at Medidate Solutions and as the CIO at WageWorks.

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