Solutions Consultant – Financial Services

🕒 Julho 3

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $127.000 - $203.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💻 Engenheiro de Soluções

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Workiva

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2008

💼 Consultoria

🏥 Saúde

📦 Logística

Consulting • Healthcare • Logistics

A Workiva é uma plataforma na nuvem, impulsionada por inteligência artificial, que unifica relatórios financeiros, gestão de riscos e conformidade, e relatórios de sustentabilidade. Ela permite que as equipes conectem dados entre sistemas, colaborem em tempo real, automatizem relatórios (incluindo marcação XBRL) e mantenham auditabilidade e rastreabilidade para divulgações reguladas e processos de garantia. A Workiva atende grandes empresas e equipes de finanças, jurídico, auditoria e sustentabilidade para acelerar relatórios, melhorar a precisão e reduzir riscos.

Descrição

• Execute a pre-sales framework to engage customers, prospects, and partners; drive the discovery process; and identify areas where Workiva solutions align to address customer/prospect needs • Assist sales in developing account plans in support of Workiva strategies and objectives • Conduct process assessments with customers, build Proof of Concepts to validate requirements, and present customer-specific business cases • Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition • Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals • Deliver cross-domain coaching, training, or mentoring to peers • Demonstrate knowledge across multiple domains, industries, and departments

🎯 Requisitos

• Requires a 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 • Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting • Experience with financial reporting technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform • Hands-on technical experience with SaaS solutions, cloud technologies, and architectures • Ability to gather business needs and present a value-based, compelling software demonstration • Experience engaging with and presenting to business or IT managers and executives • Excellent verbal, written, presentation, and interpersonal communication skills • Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills • Self-motivated with a strong propensity for action, results, and continuous improvement.

🏖️ Benefícios

• On Target Earnings (OTE) range in the US: 127,000.00 - 203,000.00 USD Annual • Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package