Lead Solution Consultant – Major Accounts
Workiva
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $190,000 - $306,000 per year
Job Level
Senior
Tech Stack
Cloud
About the role
- Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures
- Educates customers on AI capabilities, security and risk considerations, and practical application
- Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases
- Operates as a strategic extension of the Enterprise Client Director, contributing to account planning, pipeline development, and long-term account strategy
- Independently builds and nurtures deep, trusted relationships with technical champions
- Deliver world-class demo experiences that showcase the platform
- Exemplify best-in-class storytelling across demos, workshops, and customer engagements
- Leads the development of new frameworks, best practices, processes, and reusable assets
Requirements
- 8+ years of experience in finance, financial reporting, software development, technical sales, or a related field with a bachelor’s degree
- Proven ability to design and deliver highly effective demonstrations of complex business software tailored to the needs of operational users, management, and executives
- Hands-on technical experience with SaaS solutions, cloud technologies, and architectures
- Financial Services industry knowledge is valuable.
- Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases
Benefits
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
software developmentSaaS solutionscloud technologiesenterprise architecturesdemonstration designframework developmentbest practicesprocess developmenttechnical salesfinancial reporting
Soft skills
creative solution designrelationship buildingstorytellingcustomer engagementstrategic planningworkshop facilitationcross-functional collaborationinnovationaccount strategypipeline development