Senior Solution Consultant – Financial Services

Workiva

Senior Solution Consultant providing pre-sales support in Financial Services. Engaging clients and leveraging Workiva's platform to solve complex financial reporting challenges.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $156,000 - $253,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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 Workiva’s Financial Reporting solutions - 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

Requirements

What you’ll need

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
Financial Services industry knowledge is valuable and will be essential to success in this role.
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
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
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

Benefits

Comp & perks

On Target Earnings (OTE) range in the US: 156,000.00 - 253,000.00 USD Annual
Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial Reporting SolutionsProcess AssessmentProof of Concept DevelopmentBusiness Case PresentationCross-Functional Alignment

Soft Skills

Excellent Verbal CommunicationInterpersonal CommunicationSelf-MotivatedProblem SolvingProactive Collaboration