Solutions Consultant - Financial Services

Workiva
London
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Interpersonal communication","Problem-solving","Leadership"]

Provide pre-sales technical leadership for enterprise Financial Services opportunities, uncovering complex business and technical requirements and translating them into tailored Workiva solutions. Deliver discovery, integrations, data management, and value-based demos across Financial Reporting, GRC, and Sustainability. Build examples, prototypes, and proofs of concept, support onboarding with Client Services, develop business cases and proposals, and partner with Sales and cross-functional teams to drive technical wins and long-term customer success.

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Workiva
Workiva
9 hours ago

Solutions Consultant - Financial Services

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Job Summary

Provide pre-sales technical leadership for enterprise Financial Services opportunities, uncovering complex business and technical requirements and translating them into tailored Workiva solutions. Deliver discovery, integrations, data management, and value-based demos across Financial Reporting, GRC, and Sustainability. Build examples, prototypes, and proofs of concept, support onboarding with Client Services, develop business cases and proposals, and partner with Sales and cross-functional teams to drive technical wins and long-term customer success.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Execute the pre-sales framework to engage customers, prospects, and partners; drive discovery and identify alignment between Workiva solutions and customer needs.
  • •Act as primary technical lead for enterprise sales opportunities, focusing on integration, data management, and fit within complex customer technology ecosystems.
  • •Lead solution discovery and value-based conversations across Workiva core solutions, including Financial Reporting, GRC, and Sustainability.
  • •Build and present customer-specific proofs of concept, business cases, and tailored demonstrations to demonstrate viability and value.
  • •Partner with Sales and cross-functional teams to support onboarding, adoption, pipeline development, proposals, and mentoring/training of peers.
Travel: High travel

Key Requirements

  • •Undergraduate degree (or equivalent combination of education and experience) in a related field; advanced degree may be considered in lieu of professional experience.
  • •4+ years of relevant experience in pre-sales, solution consulting, technical sales, solution delivery, or management consulting in complex enterprise technology environments.
  • •Ability to gather complex business and technical needs and translate them into compelling, value-based software demonstrations and solution proposals.
  • •Hands-on experience with SaaS solutions, cloud technologies, and enterprise architectures, including integrations and data management.
  • •Strong understanding of finance and accounting processes, with the ability to connect technology capabilities to business outcomes.
Experience:4+ yearsEnterprise technologyPre-salesSolution consultingTechnical salesFinancial services
Education:Bachelor's
Skills:CommunicationPresentationInterpersonal communicationProblem-solvingLeadership
Tech Stack:SaaSCloud technologiesERPGRCGLFP&AAnalytics & ReportingData managementIntegrationsAIFinancial ReportingSustainabilityAllvueSS&CYardiInvestranOracleWorkdaySAP

Company Brief

Workiva
Provides a cloud-based platform for connected reporting, compliance, and financial data collaboration. Workiva streamlines SEC reporting, ESG disclosures, and enterprise risk and compliance workflows for large organizations across industries.
Industry: RegTech
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ames, United States
Founded: 2008
WebsiteLinkedIn