Senior Solutions Consultant - Financial Services

Workiva
Amsterdam
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Leadership","Consulting","Problem-solving","Client-facing communication","Time management"]

Partner with Sales as the primary technical lead to drive complex enterprise outcomes for Financial Services customers. Lead end-to-end technical wins by uncovering business and technical requirements, conducting value-based solution discovery, and delivering tailored demonstrations and proofs of concept. Guide enterprise IT and architecture leaders on integrations, data management, and modernisation, while building business cases that clearly articulate Workiva value, outcomes, and ROI.

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FursaFursa
Workiva
Workiva
7 hours ago

Senior Solutions Consultant - Financial Services

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Last checked: 7 hours agoStatus: Live

Job Summary

Partner with Sales as the primary technical lead to drive complex enterprise outcomes for Financial Services customers. Lead end-to-end technical wins by uncovering business and technical requirements, conducting value-based solution discovery, and delivering tailored demonstrations and proofs of concept. Guide enterprise IT and architecture leaders on integrations, data management, and modernisation, while building business cases that clearly articulate Workiva value, outcomes, and ROI.
Location: Amsterdam
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Act as the primary technical lead for enterprise sales opportunities, focusing on integration, data management, and platform fit within complex customer ecosystems.
  • •Lead solution discovery and value-based conversations across Financial Reporting, GRC, and Sustainability offerings.
  • •Translate complex business and technical requirements into tailored, practical solutions, including customized demonstrations, prototypes, and proofs of concept.
  • •Build business cases and proposals with Sales that articulate Workiva value, business outcomes, and ROI.
  • •Partner across customer-facing teams to manage strategic/complex enterprise engagements and support onboarding, adoption, and long-term customer success.
Travel: Medium travel

Key Requirements

  • •6+ years of relevant experience in pre-sales, solution consulting, technical sales, solution delivery, or management consulting in complex enterprise technology environments.
  • •Bachelor's degree in a related field (preferred) or equivalent practical experience.
  • •Experience in the Financial Services sector, particularly Investments, Insurance, or Banking.
  • •Experience with financial reporting/management technology and platforms (e.g., Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, or Workiva).
  • •Hands-on experience with SaaS solutions, cloud technologies, enterprise architectures, integrations, and data management.
Experience:Financial servicesInvestmentsInsuranceBankingEnterprise softwareSaaS
Education:Bachelor's
Skills:LeadershipConsultingProblem-solvingClient-facing communicationTime management
Tech Stack:WorkivaAllvueSS&CYardiInvestranOracleWorkdaySAPSaaSCloudERPBusiness intelligence

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