Workiva
Solutions Consultant - Financial Services
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Solution Consultant
The 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 Do
- 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, 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 field; an advanced degree may be considered in lieu of professional experience
- 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field
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 a 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
Travel Requirements & Working Conditions
- Willingness to travel up to 40% 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
As a Solution Consultant, you will partner with Sales and internal stakeholders as a strategic technical lead to drive complex enterprise outcomes across your territory. You will move beyond traditional pre-sales to take end-to-end accountability for technical wins, bridging business transformation with advanced data architectures, ecosystem integrations, and practical AI applications.
You will uncover complex technical and business requirements through deep advisory discovery, guiding enterprise IT, architecture, and business leaders on modernising workflows and data management to demonstrate the full value of the Workiva platform.
The solutions relevant to this role are bespoke to the Financial Services sector, specifically targeting Investments, Insurance, and Banking. You will bring specific technical subject matter expertise to the Sales function, supporting both the business and functional aspects of the Workiva platform through technical and architecture presentations, product demonstrations, and value-based messaging. You will also develop example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva's solutions.
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What You'll Do
- Act as the primary technical lead for enterprise sales opportunities, with particular focus on integration, data management, and the fit of the Workiva platform within complex customer technology ecosystems.
- Partner closely with Regional Sales Directors and other customer-facing teams to understand customer challenges, requirements, and desired business outcomes.
- Lead solution discovery and value-based conversations across Workiva's core solutions, including Financial Reporting, GRC, and Sustainability.
- Facilitate and guide conversations with enterprise IT, architecture, and business leaders around technology strategy, data management, integrations, and modernisation.
- Provide technical and architecture presentations, product demonstrations, and value-based messaging tailored to Financial Services customers.
- Gather complex business and technical requirements and translate them into compelling, practical solutions using the Workiva platform.
- Design customised solutions that address customer requirements and support the transformation and modernisation of finance and business processes.
- Develop example solutions, prototypes, and proofs of concept to demonstrate the viability, functionality, and value of Workiva's solutions.
- Work with Solution Consultants to create or adapt custom demonstration environments and solutions for customers and prospective customers.
- Partner with Sales to build business cases and proposals that clearly articulate Workiva's value, business outcomes, and ROI.
- Support Sales with Territory and Pipeline Development by building hypothesis-driven engagement plans, inspecting qualification gates before committing evaluation resources, and identifying high-value expansion opportunities across accounts.
- Serve as the primary technical partner for strategic and complex enterprise opportunities.
- Provide project and relationship management across larger customers with broader and more complex requirements.
- Develop trusted relationships with senior customer stakeholders across IT, architecture, finance, and lines of business.
- Work across the full spectrum of the customer's finance organisation to identify opportunities for transformation through innovative use of the Workiva platform.
- Provide leadership and coordination across cross-functional Workiva resources throughout customer-facing initiatives.
- Partner with selected Workiva business partners on joint customer initiatives to deliver against customer business objectives.
- Work closely with Workiva partner and customer support teams to support smooth onboarding, adoption, and long-term customer success.
- Guide enterprise IT, architecture, and line-of-business leaders on modernising data management through Workiva's platform, automated workflows, integrations, and practical AI capabilities.
- Mentor and train other team members, sharing technical, industry, and domain expertise.
- Maintain a strong commercial mindset, influencing customer decisions and contributing to overall sales strategy.
Minimum Qualifications
- 4+ years of relevant experience in pre-sales, solution consulting, technical sales, solution delivery, or management consulting within a complex enterprise technology environment.
- Bachelor's degree in a related field preferred, or equivalent practical experience.
Preferred Qualifications
- Previous experience working within the Financial Services sector, particularly across Investments, Insurance, or Banking.
- Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting.
- Experience with financial reporting or financial management technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, or the Workiva platform.
- Experience preparing and delivering software presentations, demonstrations, and proofs of concept, or implementing complex enterprise software platforms such as ERP, business intelligence, financial performance management, or data management technologies.
- Hands-on technical experience with SaaS solutions, cloud technologies, and enterprise architectures, including integrations and data management.
- Proven ability to gather business and technical needs and translate them into compelling, value-based software demonstrations and solution proposals.
- Strong understanding of finance and accounting processes, with the ability to connect technology capabilities to business outcomes.
- Proven ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications within complex enterprise ecosystems.
- Deep multi-domain knowledge across Financial Performance Management, GRC, or Sustainability/ESG frameworks.
- Experience engaging with and presenting to business and IT managers, senior stakeholders, and executive-level audiences.
- Excellent client-facing presentation, verbal, written, and interpersonal communication skills, with the ability to distill complex technical concepts into clear, business-value-focused messages.
- Strong problem-solving ability, with the capability to understand complex business challenges and articulate practical, effective technology solutions.
- Strong leadership, consulting, project, and time-management skills, with the ability to manage multiple customer engagements and priorities.
- Ability and willingness to provide training and share domain knowledge with different internal and external audiences.
- Highly commercial mindset with the ability to influence customer decisions and contribute meaningfully to sales strategies.
- Creative, collaborative, and solutions-oriented mindset, with a strong attitude of camaraderie and partnership.
- Self-motivated with a strong propensity for action, results, and continuous improvement.
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Travel Requirements & Working Conditions
- Up to 30% travel for customer and internal meetings.
- Reliable internet access for any period of time working remotely and not in a Workiva office.
Why Join Workiva
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
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