Undergraduate degree or equivalent career experience
Knowledge in Financial Reporting, GRC, or Sustainability Reporting preferred
Strong verbal, written, and presentation skills
Self-motivated with a focus on action and continuous improvement
Experience with SaaS solutions and cloud technologies preferred
Ability to articulate solutions to business problems
Responsibilities
Engage customers and partners via virtual and onsite meetings
Lead product demonstrations and identify solution alignment
Assist sales in developing account plans
Conduct process assessments and build Proof of Concepts
Ensure customer success through collaboration with partners
Develop new use-cases and showcase solution impact
Deliver coaching or training to peers as needed
Benefits
Opportunity to work in a dynamic, collaborative environment
Potential for career growth and mentorship
Develop industry expertise in financial services and sustainability
Involvement in cross-domain projects and initiatives
Flexible working arrangements available with remote work options
Full Job Description
Summary
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.
What You'll Do
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 all of Workiva's domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
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 onboarding 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
What You'll Need
Minimum Qualifications
Requires a minimum of 6 years of related experience
Undergraduate Degree or equivalent combination of knowledge and related career experience.
Preferred Qualifications
Financial Reporting, GRC, or Sustainability Reporting knowledge is valuable in this role. Candidates should either bring existing expertise or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases
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
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
Travel Requirements & Working Conditions
Up to 40% Travel
Reliable internet access for any period of time working remotely, not in a Workiva office
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About Workiva, Inc
Workiva Inc. is a global software company headquartered in Ames, Iowa. The company provides cloud-based solutions for connected reporting and compliance, enabling collaboration and data integration for enterprises. Workiva's platform offers a suite of tools for data management, reporting, and compliance, including SOX, SEC, and XBRL reporting. The company's customers include more than 75% of the Fortune 500 and over 2,800 enterprises worldwide. Workiva was founded in 2008 and went public in 2014.
