Financials Solutions Consultant - Professional Services
About The Position
Workday is seeking a Financials Solutions Consultant with financial management and ERP expertise to join its Professional Services Industry-focused Solution Consulting team. The consultant will represent Workday Financials and Professional Services solutions to prospective Professional Services customers as a key member of the sales team. The role involves leading discovery calls, developing solutions collaboratively, and delivering compelling product demonstrations. It requires using industry and finance knowledge, presentation skills, and sales-team experience to explain the value of Workday’s SaaS solutions and help Professional Services customers realize efficiencies and business insights. The North America Solution Consulting team works with sales and collaborates across Product Management, Consulting Services, Marketing, and Value Management. The role may be filled at the Solutions Consultant or Senior Solutions Consultant level, with differing experience requirements. Travel is required up to 50%. Workday’s flexible-work approach calls for spending at least half of each quarter in the office or in the field with customers, prospects, and partners, depending on the role; remote home-office employees may also attend important in-person gatherings.
Requirements
- For the Solutions Consultant level: 5+ years of extensive financial-domain expertise.
- For the Solutions Consultant level: 4+ years working with core accounting concepts, including general ledger, accounts receivable, accounts payable, fixed assets, and cash management, as well as industry-relevant topics such as professional services automation (PSA).
- For the Solutions Consultant level: 4+ years of business experience with cloud-based financial management applications, such as Workday, NetSuite, Sage Intacct, Zuora, SAP, or Oracle.
- For the Solutions Consultant level: 5+ years in a cloud-based professional Solution Consulting role.
- For the Senior Solutions Consultant level: 8+ years of extensive financial-domain expertise.
- For the Senior Solutions Consultant level: 7+ years working with core accounting concepts, including general ledger, accounts receivable, accounts payable, fixed assets, and cash management, as well as industry-relevant topics such as professional services automation (PSA).
- For the Senior Solutions Consultant level: 4+ years of business experience with cloud-based financial management applications, such as Workday, NetSuite, Sage Intacct, Zuora, SAP, or Oracle.
- For the Senior Solutions Consultant level: 5+ years in a cloud-based professional Solution Consulting role.
- Ability to work under pressure and manage multiple projects independently and cross-functionally.
- Exceptional, dynamic presentation and communication skills, including professional discovery, influencing, and communication skills with C-level executives, particularly the office of the CFO.
- Bachelor’s degree in Accounting or Finance, and/or equivalent work experience.
- Ability to travel up to 50%.
Nice To Haves
- Experience in financial management within Professional and Business Services.
- Experience selling and working with AI tools, including hands-on expertise with AI go-to-market (GTM) consumption models.
- Experience presenting cloud-based solutions to functional and technical audiences.
- Experience with value-based selling.
Responsibilities
- Deliver relevant technical product presentations, demonstrations, workshops, and seminars.
- Help close sales opportunities by demonstrating a thorough understanding of Workday solutions, services, and training and by resolving related questions.
- Contribute to prospect qualification, proposed demonstration criteria, proof-of-concept system builds, and sales-cycle closure plans.
- Support sales, marketing, technical, and channel objectives.
- Assist sales teams in responding to requests for information (RFIs).
- Lead discovery calls and collaboratively develop product solutions for prospective customers.
Benefits
- The role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus.
- The role may be eligible for annual refresh stock grants.
- Workday provides a comprehensive benefits package; details are available through the linked benefits information.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
