Senior Solution Consultant - Financial Services

Workiva Inc. • Remote - CO, CO

2d • $156,000 - $255,000 • Hybrid

About The Position

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.

Requirements

• 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.
• Excellent verbal, written, presentation, and interpersonal communication skills
• Self-motivated with strong propensity for action, results and continuous improvement
• Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills
• Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Nice To Haves

• Experience engaging with and presenting to business or IT managers and executives
• Actuarial reporting experience at an Insurance company
• 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
• 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

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

Benefits

• On Target Earnings (OTE) range in the US: 156,000.00 - 255,000.00 USD Annual
• Eligible for commission based on sales performance
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree