Senior Solution Consultant – Financial Services

2 days ago

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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

• Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs • Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact • Translate the specific needs of the Financial Services industry into Workiva solutions • 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, build and present partner specific business cases • Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success • Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition • May begin to deliver cross-domain coaching, training, or mentoring peers • Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals

🎯 Requirements

• Requires a minimum of 6 years of related experience with a Bachelor’s degree; or 4 years and a Master’s degree; or 2 years and a PhD • Financial Services industry knowledge is valuable and will be essential to success in this role. • 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 • Experience engaging with and presenting to business or IT managers and executives • Excellent verbal, written, presentation, and interpersonal communication skills • Self-motivated with strong propensity for action, results and continuous improvement • Experience building processes from the ground up, including design, proposal, and cross-functional alignment • Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed • Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills • Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred • Experience with high level technical aspects of connectivity and integration (API) • Capability to gather business needs and present a value based, compelling software demonstration is preferred

🏖️ Benefits

• On Target Earnings (OTE) range in the US: 151,000.00 - 246,000.00 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