Solutions Consultant – Financial Services

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $127k - $203k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

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.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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