Senior Solution Consultant - Financial Services
Posted on: 27 Mar 2025
Ames, IA
Job Description
The Senior Solution Consultant provides pre-sales support in the development and presentation of our platform for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. This role will align to Financial Services (banking, insurance, and investments) accounts. The qualified candidate will be able to offer domain knowledge and specific technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva's platform and solutions via technical and architecture presentations, product demonstrations, and communication of value-based messaging about the Workiva platform.
What You’ll Do
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, ESG, and GRC - 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
What You’ll Need
Minimum Qualifications
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
Experience working in the Financial Services industry (banking, insurance, and investments) and the ability to communicate industry trends clearly
Preferred Qualifications
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
Travel Requirements & Working Conditions
Up to 40% Travel
Reliable internet access for any period of time working remotely, not in a Workiva office
Workiva Inc.
Ames, IA
Workiva Inc. (NYSE: WK) simplifies complex work for thousands of organizations worldwide. Customers trust Workiva’s open, intelligent, and intuitive platform to connect data, documents, and teams. The results: improved efficiency, greater transparency, and less risk
We founded WebFilings in 2008 to change the way corporations were managing and reporting business data. We released our first cloud solution in 2010 at a time when most companies were hesitant to place their trust in the cloud. That quickly changed.
Our Wdesk platform caught on like wildfire. Companies big and small adopted Wdesk because for the first time, they could collaborate with control and accountability.
We changed our company name to Workiva in 2014 to keep pace with growing demand for our solutions from finance, compliance, risk, and audit teams.
Today, Wdesk is modernizing how people work across thousands of organizations around the globe, including 75 percent of the Fortune 500®
We pioneered a cloud platform that was so innovative that within its first 5 years, it was being used by more than 65 percent of the Fortune 500®.
Our customers love Wdesk because we deliver a platform that they want and need. Wdesk gives them the same features at work—speed, access, and sharing—that they use at home. Even though Wdesk feels like a familiar consumer application to our users, it is powered by one of the fastest, safest, and most sophisticated data management engines available today.
We built Wdesk to save our customers time, money, and other resources, so they can spend more time on what matters most.
Specialties
Government Reporting, Internal Controls, Section 16, SEDAR Reporting, SOX, SEC Reporting, CCAR/Stress Tests, Enterprise Risk Management, Environmental Health and Safety, ORSA, RRP, Sustainability, Board Reporting, Investor Relations, Managerial Reporting, CASS, Statutory Reporting, Regulatory Reporting, Internal Audit Management, Financial Close Reporting, Berichtspflichten, ESEF-Berichterstattung, Geschäftsberichte, Internes Kontrollmanagement, Regulatorisches Berichtswesen, SEC-Berichterstattung, Reporting annuel, Gestion des Contrôles Internes, Reporting réglementaire, Reporting statutaire, ESEF Reporting, Statutory Reporting, Regulatory Reporting, and Annual Reporting
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IndustryInformation Technology
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No. of Employees1000+
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Website
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Jobs Posted102
