Solutions Consultant - Financial Services

Workiva
United States
Workplace: RemoteFull timeUSD 127,000 - 203,000 annuallyFunction: Consulting & AdvisoryExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Problem-solving","Collaboration","Self-motivation"]

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%.

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FursaFursa
Workiva
Workiva
2 months ago

Solutions Consultant - Financial Services

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Last checked: 6 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
WebsiteLinkedIn