Solution Consultant

Workiva Inc.•Remote - IL, IL
•$127,000 - $205,000

About The Position

The Solution Consultant provides pre-sales support by developing and presenting solutions to complex problems addressed by Workiva’s platform. The role provides technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva’s platform through technical and architecture presentations, product demonstrations, and value-based messaging. The Solution Consultant also develops example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva solutions. The position engages customers, prospects, and partners through phone, web, and onsite meetings; leads discovery; assesses processes and requirements; and develops customer-specific proofs of concept and business cases. The role collaborates with Sales, Client Services, Product Marketing, Scoping, and Customer Success to support customer onboarding, long-term success, account plans, and company goals. It may also involve coaching, training, or mentoring peers across domains. The role requires willingness to travel up to 30% for team and corporate meetings. Employees may work from an office or remotely from any location within their country of employment, and must have reliable internet access when working remotely. Candidates must be authorized to work permanently in the U.S.; visa sponsorship is not provided.

Requirements

  • At least 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field.
  • Undergraduate degree or an equivalent combination of knowledge and related career experience.
  • Willingness to travel up to 30% for team and corporate meetings.
  • Reliable internet access for periods of remote work.
  • Must be authorized to work in the U.S. on a permanent basis; Workiva does not provide visa sponsorship.

Nice To Haves

  • Experience engaging with and presenting to business or IT managers and executives.
  • Excellent verbal, written, presentation, and interpersonal communication skills.
  • Self-motivated, with a strong propensity for action, results, and continuous improvement.
  • Consultant-level experience at a Big Four firm or in public accounting.
  • Hands-on technical experience with SaaS solutions, cloud technologies, and architectures.
  • Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions.
  • Ability to deliver compelling, value-based software demonstrations.

Responsibilities

  • Engage customers, prospects, and partners by phone, web, or onsite meetings, drive discovery, and identify how Workiva solutions address their needs.
  • Work with the Workiva Client Services team to support smooth onboarding and long-term customer success.
  • Develop working knowledge of industries, departments, and use cases where Workiva can have an impact.
  • Develop new use cases or use existing templates to demonstrate solution impact and value.
  • Conduct customer process assessments, build proofs of concept to validate requirements, and present customer-specific business cases.
  • May deliver cross-domain coaching, training, or mentoring to peers.
  • Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals.
  • Assist Sales in developing account plans in support of Workiva strategies and objectives.
  • Provide technical subject matter expertise to Sales through technical and architecture presentations, product demonstrations, and value-based messaging.
  • Develop example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva solutions.

Benefits

  • On-target earnings range of $127,000–$205,000 USD annually in the U.S.
  • Eligible for commission based on sales performance.
  • Restricted Stock Units granted at time of hire.
  • 401(k) match and comprehensive employee benefits package.
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