AI Solution Development Consultant – Forward Deployed

🔥 7 minutes ago

🇺🇸 United States – Remote

💵 $111k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤖 Artificial Intelligence

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

💰 $689.3k Venture Round on 2014-10

Consulting • Healthcare • Logistics

Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.

📋 Description

• Lead discovery workshops and working sessions with regulatory, finance, tax, and IT stakeholders • Map client processes and document requirements, platform coverage, and gaps • Design, build, configure, and test client-specific solutions on the Workiva platform • Configure forms, data structures, business rules, workflows, and ERP data connections • Identify opportunities for AI and agents within reporting and compliance workflows • Configure and deploy AI agents with human review, exception handling, and audit trails • Own validation, deployment, adoption, and post-go-live outcomes • Run testing with client preparers and reviewers, resolve issues, and measure cycle time and error rates • Serve as a trusted advisor and communicate trade-offs • Document reusable configuration patterns for the shared knowledge base • Log platform gaps with evidence for Product and Engineering

🎯 Requirements

• Bachelor's degree in a related field or equivalent practical experience • 5+ years in client-facing enterprise software consulting, implementation, or solution development, with hands-on involvement in delivering to clients • 5+ years of experience working with enterprise software architecture, data flows, APIs, and system integrations • Ability to communicate complex technical concepts to both business and technical audiences • Experience with regulatory reporting processes, such as financial, sustainability, tax transparency, or statutory reporting, or related audit, risk, and compliance work • Experience configuring enterprise platforms such as ServiceNow, Salesforce, or Workiva • Experience with ERP and finance systems such as SAP or Oracle • Understanding of how upstream data quality and structure shape reporting outcomes • Practical experience designing or configuring AI agents and workflows, including prompt design, retrieval-augmented generation, output evaluation, and human-in-the-loop controls • Working knowledge of SQL, Python, or JavaScript for scripting, data manipulation, or integration • Experience working with Product Management and Engineering to turn client requirements into reusable capabilities • Experience alongside implementation partners, systems integrators, advisory firms, or audit firms • Up to 25% travel for client engagements and internal meetings • Reliable internet access when working remotely or outside a Workiva office

🏖️ Benefits

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Flexible work location: office or remotely from any location within the employee's country of employment • Reasonable accommodations for applicants with disabilities

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