Solutions Consultant (Financial Services)

Join Workiva as a Solutions Consultant in the Financial Services sector. In this role, you will partner with Sales and internal stakeholders to drive complex enterprise outcomes, uncover technical and business requirements, and guide enterprise IT, architecture, and business leaders on modernizing workflows and data management. You will also develop example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva's solutions.

Act as the primary technical lead for enterprise sales opportunities, focusing on integration, data management, and the fit of the Workiva platform within complex customer technology ecosystems.

Responsibilities

• Partner closely with Regional Sales Directors and other customer-facing teams to understand customer challenges, requirements, and desired business outcomes, leading solution discovery and value-based conversations.
• Develop example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva's solutions, and support Sales with Territory and Pipeline Development.
• Proven ability to gather business and technical needs and translate them into compelling, value-based software demonstrations and solution proposals
• Proven ability to position and consult on modern data strategies, enterprise integrations and practical AI applications within complex enterprise ecosystems

Requirements

• 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
• Reliable internet access for any period of time working remotely and not in a Workiva office
• Ability and willingness to provide training and share domain knowledge with different internal and external audiences
• Experience engaging with and presenting to business and IT managers, senior stakeholders and executive-level audiences
• Strong problem-solving ability, with the capability to understand complex business challenges and articulate practical, effective technology solutions
• Self-motivated with a strong propensity for action, results and continuous improvement
• Previous experience working within the Financial Services sector, particularly across Investments, Insurance or Banking
• Highly commercial mindset with the ability to influence customer decisions and contribute meaningfully to sales strategies
• Strong understanding of finance and accounting processes, with the ability to connect technology capabilities to business outcomes
• Experience with financial reporting or financial management technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform
• Hands-on technical experience with SaaS solutions, cloud technologies and enterprise architectures, including integrations and data management
• Strong leadership, consulting, project and time-management skills, with the ability to manage multiple customer engagements and priorities
• Excellent client-facing presentation, verbal, written and interpersonal communication skills, with the ability to distil complex technical concepts into clear, business-value-focused messages
• Creative, collaborative and solutions-oriented mindset, with a strong attitude of camaraderie and partnership
• 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
• Deep multi-domain knowledge across Financial Performance Management, GRC or Sustainability/ESG frameworks
• Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting or Insurance Statutory Reporting