Note: The job is a remote job and is open to candidates in USA. Workiva provides an AI-powered platform that unifies finance, risk, and sustainability data for complex organizations. The Senior Solution Consultant provides pre-sales support for Financial Services customers by leading discovery, demonstrations, solution validation, and business case development throughout the sales cycle. The role also supports customer onboarding, account planning, use-case development, and cross-functional collaboration.
Responsibilities
- 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 Workiva’s Financial Reporting solutions - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
- Translate the specific needs of the Financial Services industry into Workiva solutions
- 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 on-boarding 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
Skills
- * Requires a minimum of 6 years of related experience
- * Undergraduate Degree or equivalent combination of knowledge and related career experience
- * Experience with Financial Services customers (banking, insurance, or asset management). Candidates should bring domain expertise in financial services workflows, regulations, and use cases
- Candidates must be authorized to work in the U.S. on a permanent basis
- * Experience engaging with and presenting to business or IT managers and executives
- * Actuarial reporting experience at an Insurance company
- * 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
- * Up to 40% Travel
- * Reliable internet access for any period of time working remotely, not in a Workiva office
Benefits
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
- Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
Company Overview