Solutions Consultant – Financial Services

Workiva

Solution Consultant providing pre-sales support in financial reporting solutions at Workiva. Engaging with clients to demonstrate technical value specific to financial services.

Posted 7/3/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $127,000 - $203,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in pre-sales engagement, financial reporting technology, and SaaS solutions, with a strong ability to present compelling business cases and value propositions. Proven experience in the Investments, Asset Management, and Banking industries enhances the capability to address customer needs effectively.

Highest-signal resume keywords

Pre-Sales EngagementFinancial Reporting TechnologySaaS SolutionsInvestments/Asset Management ExperienceRegulatory Reporting

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process AssessmentProof of Concept DevelopmentBusiness Case PresentationValue Proposition DevelopmentTechnical Solution Demonstration

Soft Skills

Excellent Communication SkillsProblem SolvingSelf-MotivatedInterpersonal SkillsContinuous Improvement

Tools & Technologies

AllvueSS&CYardiInvestranOracleWorkdaySAPWorkiva Platform

Industry Keywords

InvestmentsAsset ManagementInsuranceBankingPrivate Fund ReportingMutual Fund ReportingInvestor RelationsCapital PlanningTreasuryInsurance Statutory Reporting

Tech Stack

Tools & technologies

CloudOracle

About the role

Key responsibilities & impact

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
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, and present customer-specific business cases
Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition
Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
Deliver cross-domain coaching, training, or mentoring to peers
Demonstrate knowledge across multiple domains, industries, and departments

Requirements

What you’ll need

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
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
Ability 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.

Benefits

Comp & perks

On Target Earnings (OTE) range in the US: 127,000.00 - 203,000.00 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