Workiva

Solutions Consultant - Financial Services

USA - Remote

Sponsorship not specified$127k-$203kDetected 20 days ago

Financial AnalysisSAPHRISCustomer SuccessLeadershipCommunicationCollaborationMentoringPublic SpeakingFinancial Reporting

About the role

The qualified candidate will offer specific technical subject matter expertise to the sales function.
Demonstrate knowledge across multiple domains, industries, and departments.
Minimums and maximums may vary based on location.

drive the discovery process
and identify areas where Workiva solutions align to address customer/prospect needs. Assist sales in developing account plans in support of Workiva strategies and objectives.
Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition.
Deliver cross-domain coaching, training, or mentoring to peers.
Assist sales in developing account plans in support of Workiva strategies and objectives.
You will support the business and functional aspects of the Workiva platform via technical and architecture presentations, product demonstrations, and value-based messaging.
Additionally, you will develop example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva's solutions.
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.

Requires a minimum of 4 years of related experience
Undergraduate Degree or equivalent combination of knowledge and related career experience
Experience selling to or working in Investments/Asset Management, insurance or Banking industries
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting.
Experience with financial reporting technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform.
Hands-on technical experience with SaaS solutions, cloud technologies, and architectures.
Capability to gather business needs and present a value-based, compelling software demonstration.
Experience engaging with and presenting to business or IT managers and executives.
Excellent verbal, written, presentation, and interpersonal communication skills.
Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills.
Self-motivated with a strong propensity for action, results, and continuous improvement.

127,000.00 - 203,000.00 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.

Engagement & Discovery: Execute a pre-sales framework to engage customers, prospects, and partners
Solution Architecture: Conduct process assessments with customers, build Proof of Concepts to validate requirements, and present customer-specific business cases.
Engagement & Discovery: Execute a pre-sales framework to engage customers, prospects, and partners; drive the discovery process; and identify areas where Workiva solutions align to address customer/prospect needs.
The Solution Consultant provides pre-sales support in the development and presentation of our financial reporting solutions for prospective clients and current customers, addressing the complex problems that Workiva's platform solves.
The solutions relevant to this role are bespoke to the Financial Services sector, specifically targeting Alternative Investments, Insurance/Reinsurance, and Banking.
Conduct process assessments with customers, build Proof of Concepts to validate requirements, and present customer-specific business cases.

ability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic

This listing is sourced directly from Workiva's careers page and normalized into a canonical job model.