Workiva

3 weeks ago

Solutions Consultant - Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Provide pre-sales support for Workiva’s financial reporting solutions by partnering with sales to drive discovery, develop account plans, and present customer-specific value. Own solution architecture activities including process assessments, building proofs of concept, and developing business cases and example prototypes tailored to Alternative Investments, Insurance/Reinsurance, and Banking. Collaborate with Product Marketing and Customer Success, and mentor peers through cross-domain demonstrations. Travel up to 25%.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Execute a pre-sales engagement and discovery framework to identify how Workiva solutions address customer/prospect needs and support account plans.
•Conduct process assessments, build proofs of concept, and present customer-specific business cases that validate requirements.
•Assist in developing new use cases or using existing templates to demonstrate Workiva’s value proposition.
•Collaborate with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals.
•Deliver cross-domain coaching, training, or mentoring to peers and demonstrate knowledge across industries and departments.

Travel: Medium travel

Pay and Benefits

Salary: USD 127,000 - 203,000 annually

Equity and Bonus:Equity

Perks:401k

Key Requirements

•Minimum of 4 years of related experience.
•Undergraduate degree or equivalent combination of knowledge and related career experience.
•Experience selling to or working in Investments/Asset Management, insurance, or Banking industries.
•Ability to gather business needs and present value-based, compelling software demonstrations.
•Excellent verbal, written, presentation, and interpersonal communication skills.

Experience:4+ yearsInvestmentsAsset managementInsuranceBankingAlternative investments

Education:Bachelor's

Skills:CommunicationPresentationProblem-solvingCollaborationSelf-motivation

Tech Stack:SaaSCloud technologiesArchitecturesAllvueSS&CYardiInvestranOracleWorkdaySAPWorkiva platform

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

Website LinkedIn

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Workiva

3 weeks ago

Solutions Consultant - Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Execute a pre-sales engagement and discovery framework to identify how Workiva solutions address customer/prospect needs and support account plans.
•Conduct process assessments, build proofs of concept, and present customer-specific business cases that validate requirements.
•Assist in developing new use cases or using existing templates to demonstrate Workiva’s value proposition.
•Collaborate with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals.
•Deliver cross-domain coaching, training, or mentoring to peers and demonstrate knowledge across industries and departments.

Travel: Medium travel

Pay and Benefits

Salary: USD 127,000 - 203,000 annually

Equity and Bonus:Equity

Perks:401k

Key Requirements

•Minimum of 4 years of related experience.
•Undergraduate degree or equivalent combination of knowledge and related career experience.
•Experience selling to or working in Investments/Asset Management, insurance, or Banking industries.
•Ability to gather business needs and present value-based, compelling software demonstrations.
•Excellent verbal, written, presentation, and interpersonal communication skills.

Experience:4+ yearsInvestmentsAsset managementInsuranceBankingAlternative investments

Education:Bachelor's

Skills:CommunicationPresentationProblem-solvingCollaborationSelf-motivation

Tech Stack:SaaSCloud technologiesArchitecturesAllvueSS&CYardiInvestranOracleWorkdaySAPWorkiva platform

Company Brief

Workiva

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

Website LinkedIn