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. 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 DoExecute 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, build Proof of Concepts to validate requirements, build 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

What You'll Need

Minimum Qualifications Undergraduate degree or equivalent combination of education and experience in a related field6+ 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 preferred

Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions

Ability to present a value based, compelling software demonstrations

Familiarity with complex regulatory reporting frameworks (e.g., Banking, Insurance, or Investment Management sectors) is advantageous

Proficiency in data transformation and integration workflows (SQL, ETL, or BI tools) is highly valuable

Travel Requirements & Working Conditions 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 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.

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  .Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.#LIHM1
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