Senior Solution Consultant - Financial Services

Workiva
United States
Workplace: RemoteFull timeUSD 156,000 - 255,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 6+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Interpersonal skills","Problem-solving","Self-motivation"]

Provide pre-sales and trusted-advisor support for prospective and existing customers by connecting business outcomes to Workiva platform capabilities. Lead discovery, run product and value-based demonstrations, and build proof-of-concepts and partner-specific business cases for Financial Services use cases. Collaborate across Sales, Product Marketing, Client Services, Scoping, and Customer Success to support onboarding and long-term success, while contributing to use-case development and peer coaching.

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FursaFursa
Workiva
Workiva
1 day ago

Senior Solution Consultant - Financial Services

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide pre-sales and trusted-advisor support for prospective and existing customers by connecting business outcomes to Workiva platform capabilities. Lead discovery, run product and value-based demonstrations, and build proof-of-concepts and partner-specific business cases for Financial Services use cases. Collaborate across Sales, Product Marketing, Client Services, Scoping, and Customer Success to support onboarding and long-term success, while contributing to use-case development and peer coaching.
Location: United States
Workplace: Remote
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 via virtual and onsite meetings, driving discovery and leading product demonstrations
  • •Develop working knowledge of Financial Reporting solutions by translating Financial Services needs into Workiva solutions
  • •Support account planning and develop partner-specific business cases, including process assessments and proof of concepts to validate requirements
  • •Partner with implementation partners and Workiva Client Services to help ensure smooth onboarding and long-term success
  • •Collaborate cross-functionally across Sales, Product Marketing, Client Services, Scoping, and Customer Success, and help develop new use-cases using existing templates
Travel: High travel

Pay and Benefits

Salary: USD 156,000 - 255,000 annually
Equity and Bonus:Equity
Perks:401kRsus

Key Requirements

  • •6+ years of related experience
  • •Undergraduate degree (or equivalent combination of knowledge and experience)
  • •Experience with Financial Services customers (banking, insurance, or asset management), including domain expertise in workflows, regulations, and use cases
  • •Excellent verbal, written, presentation, and interpersonal communication skills
  • •Hands-on experience with SaaS solutions, cloud technologies, and architectures (including connectivity/integration such as APIs) is preferred
Experience:6+ yearsFinancial servicesBankingInsuranceAsset management
Education:Bachelor's
Skills:CommunicationPresentationInterpersonal skillsProblem-solvingSelf-motivation
Tech Stack:SaaSCloud technologiesAPIs

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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