Senior Solution Consultant – Financial Services
Job Description:
- Execute the pre-sales framework through virtual and onsite meetings, drive discovery, lead product demonstrations, and identify how Workiva solutions address customer and prospect needs
- Demonstrate expertise across Workiva’s Financial Reporting solutions and relevant industries, departments, and use cases
- Translate Financial Services industry needs into Workiva solutions
- Assist Sales in developing account plans aligned with Workiva strategies and objectives
- Conduct process assessments and build Proofs of Concept to validate requirements
- Build and present partner-specific business cases
- Work with implementation partners and Workiva Client Services to support smooth onboarding and long-term customer success
- Develop new use cases or use existing templates to demonstrate solution impact and value
- Deliver cross-domain coaching, training, or mentoring to peers as needed
- Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
Requirements:
- Minimum 6 years of related experience
- Undergraduate Degree or equivalent combination of knowledge and related career experience
- Experience with Financial Services customers in banking, insurance, or asset management
- Domain expertise in financial services workflows, regulations, and use cases
- Experience engaging with and presenting to business or IT managers and executives
- Actuarial reporting experience at an insurance company preferred
- Excellent verbal, written, presentation, and interpersonal communication skills
- Experience building processes from the ground up, including design, proposal, and cross-functional alignment
- Ability to solve problems and articulate solutions to business problems
- Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred
- Experience with technical aspects of connectivity and integration, including APIs
- Capability to gather business needs and present compelling, value-based software demonstrations preferred
- Reliable internet access when working remotely
- Must be authorized to work in the U.S. on a permanent basis
- Up to 40% travel
Benefits:
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match
- Comprehensive employee benefits package
- Remote work from any location within the country of employment
- Reasonable accommodations for applicants with disabilities
