Senior Solution Consultant

🕒 May 15

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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

• Be the technical lead for sales opportunities as it relates to integration and data management externally and within the Workiva platform • Play a critical role in the sales process - bridging the gap between technical expertise and customer needs • Facilitate and guide IT conversations as it relates to the user and fit of the Workiva platform within a customer’s technology ecosystem • Partner with Regional Sales Directors and other customer-facing teams to work with customers to determine their challenges and requirements • Provide leadership with cross-functional Workiva resources throughout customer-facing initiatives • Design customized solutions to meet customer needs and successfully reinvent their finance processes • Work with Solutions Consultants to create or adapt custom demo solutions for customers and prospective customers • Provide project and relationship management to larger customers with broader needs • Develop close working relationships of trust with key senior customer's teams • Work across the entire spectrum of the customer’s finance organization - identifying opportunities for transformations based on innovative use of the Workiva platform • Work with sales to build and present business cases and proposals for customers and prospects that articulate Workiva’s value and ROI • Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives • Manage or assist in client issue resolution • Work closely with Workiva partner and customer support teams to ensure smooth onboarding of customers and their long term success • Mentor and train other team members

🎯 Requirements

• Undergraduate degree or equivalent combination of education and experience in a related field (e.g., Finance, Accounting, Technology) • 6+ years of progressive career experience in a customer-facing role within software presales, technical consulting, and/or software implementation • Fluency in both German and English

🏖️ Benefits

• Reliable internet access for any period of time working remotely and not in a Workiva office