Senior Solutions Consultant - Financial Services

The Senior Solution Consultant provides pre‑sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves.

• 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 onboarding 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, build Proof of Concepts to validate requirements, and present 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

• Minimum Qualifications:
  • Undergraduate degree or equivalent combination of education and experience in a related field
  • 6+ years of experience in Consulting, Presales, Solution Consulting, Solution Implementation or similar
• 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
  • Consultant level in the Big Four or public accounting
  • Hands‑on technical experience with SaaS solutions, cloud technologies, and architectures
  • Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions
  • Proficiency in data transformation and integration workflows (SQL, ETL, or BI tools)
  • Ability to present a value‑based, compelling software demonstration
  • Familiarity with complex regulatory reporting frameworks (e.g., Banking, Insurance, or Investment Management sectors) is advantageous

Willingness to travel up to 30% for team and corporate meetings, fostering relationships and representing company interests. Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements.

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.