Senior Solution Consultant - Sustainability

The Senior Solution Consultant partners with sales and other internal stakeholders to address and develop technical customer requirements for Workiva solutions. The Senior Solution Consultant is responsible for uncovering customer technical requirements consultatively, delivering solutions leveraging the Workiva platform, as well as providing feedback to internal teams for product improvements.

This role is focused on understanding the connections between customers’ software systems and the management/curation of data on the Workiva platform through our proprietary data management capabilities. The best candidates will ideally bring a strong understanding of technical platforms and ability to translate and consult on customer needs within the Workiva platform.

As a Senior Solution Consultant, you go beyond traditional pre-sales by taking end-to-end accountability for technical outcomes across your territory. You act as a Strategic Platform Advisor, bridging complex business transformation with advanced data architectures, ecosystem integrations, and practical AI applications.

• Be the technical lead for sales opportunities as it relates to integration and data management externally and within the Workiva platform
• Play a critical role in the sales process - bridging the gap between technical expertise and customer needs
• Facilitate and guide IT conversations as it relates to the user and fit of the Workiva platform within a customer’s technology ecosystem
• Partner with Regional Sales Directors and other customer-facing teams to work with customers to determine their challenges and requirements
• Provide leadership with cross-functional Workiva resources throughout customer-facing initiatives
• Design customized solutions to meet customer needs and successfully reinvent their finance processes
• Work with Solution Consultants to create or adapt custom demo solutions for customers and prospective customers
• Provide project and relationship management to larger customers with broader needs
• Develop close working relationships of trust with key senior customer's teams
• Work across the entire spectrum of the customer’s finance organization - identifying opportunities for transformations based on innovative use of the Workiva platform
• Partner with Sales to drive Territory & Pipeline Development. Build hypothesis-driven engagement plans, inspect qualification gates before committing evaluation resources, and identify high-value expansion opportunities across accounts
• Work with sales to build and present business cases and proposals for customers and prospects that articulate Workiva’s value and ROI
• Serve as the primary technical partner for enterprise opportunities
• Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives
• Guide enterprise IT, architecture, and line-of-business leaders on modernizing data management using Workiva's platform, automated workflows, and practical AI capabilities
• Conduct solution discovery and value presentations across Workiva's core solutions, including Financial Reporting, GRC and Sustainability
• Work closely with Workiva partner and customer support teams to ensure smooth onboarding of customers and their long term success
• Mentor and train other team members

• 6+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent) with a background in solution consulting, technical sales, or solution delivery.
• Bachelor’s degree in a related field preferred, or equivalent practical experience similar.

• Deep domain knowledge of sustainability and ESG…