Lead Solution Consultant – Major Accounts

3 days ago

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

+1 more states

🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote

💵 $190k - $306k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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Workiva

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SaaS • Finance • Compliance

Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

📋 Description

• Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures • Educates customers on AI capabilities, security and risk considerations, and practical application • Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases • Operates as a strategic extension of the Enterprise Client Director, contributing to account planning, pipeline development, and long-term account strategy • Independently builds and nurtures deep, trusted relationships with technical champions • Deliver world-class demo experiences that showcase the platform • Exemplify best-in-class storytelling across demos, workshops, and customer engagements • Leads the development of new frameworks, best practices, processes, and reusable assets

🎯 Requirements

• 8+ years of experience in finance, financial reporting, software development, technical sales, or a related field with a bachelor’s degree • Proven ability to design and deliver highly effective demonstrations of complex business software tailored to the needs of operational users, management, and executives • Hands-on technical experience with SaaS solutions, cloud technologies, and architectures • Financial Services industry knowledge is valuable. • Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases

🏖️ Benefits

• Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package