Workiva
Senior Solution Consultant - Financial Services
USA - Remote · Senior
Sponsorship not specified$156k-$253kDetected 21 days ago
SalesFinancial AnalysisCustomer SuccessCommunicationCollaborationMentoringPublic SpeakingFinancial ReportingActuarial Science
About the role
- Minimums and maximums may vary based on location.
- The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Responsibilities
- Demonstrate expertise across Workiva's Financial Reporting solutions - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
- Assist sales in developing account plans in support of Workiva strategies and objectives
- 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
- Workiva is the platform designed to bring confidence, control, and a competitive edge to the world's most complex organizations.
- The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny.
- Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
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
- With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
- Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Nice to have
- Experience engaging with and presenting to business or IT managers and executives
- Actuarial reporting experience at an Insurance company
- Excellent verbal, written, presentation, and interpersonal communication skills
- Self-motivated with strong propensity for action, results and continuous improvement
- 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
Compensation
- 156,000.00 - 253,000.00 USD Annual ✅ Eligible for commission based on sales performance
- The salary range represents the low and high end of the salary range for this job in the US.
- The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Benefits
- ✅ Restricted Stock Units granted at time of hire
- ✅ 401(k) match and comprehensive employee benefits package
Company info
- Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases
- 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 serves as a trusted advisor supporting the business throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solutions, and guiding customers through technical validation and value based demonstrations.
Visa & Work Authorization
- ability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic
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This listing is sourced directly from Workiva's careers page and normalized into a canonical job model.