Senior Solution Consultant – Financial Services

Job Description:

  • Execute the pre-sales framework through virtual and onsite meetings, drive discovery, lead product demonstrations, and identify how Workiva solutions address customer and prospect needs
  • Demonstrate expertise across Workiva’s Financial Reporting solutions and relevant industries, departments, and use cases
  • Translate Financial Services industry needs into Workiva solutions
  • Assist Sales in developing account plans aligned with Workiva strategies and objectives
  • Conduct process assessments and build Proofs of Concept to validate requirements
  • Build and present partner-specific business cases
  • Work with implementation partners and Workiva Client Services to support smooth onboarding and long-term customer success
  • Develop new use cases or use existing templates to demonstrate solution impact and value
  • Deliver cross-domain coaching, training, or mentoring to peers as needed
  • Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals

Requirements:

  • Minimum 6 years of related experience
  • Undergraduate Degree or equivalent combination of knowledge and related career experience
  • Experience with Financial Services customers in banking, insurance, or asset management
  • 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 preferred
  • Excellent verbal, written, presentation, and interpersonal communication skills
  • Experience building processes from the ground up, including design, proposal, and cross-functional alignment
  • Ability to solve problems and articulate solutions to business problems
  • Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred
  • Experience with technical aspects of connectivity and integration, including APIs
  • Capability to gather business needs and present compelling, value-based software demonstrations preferred
  • Reliable internet access when working remotely
  • Must be authorized to work in the U.S. on a permanent basis
  • Up to 40% travel

Benefits:

  • Eligible for commission based on sales performance
  • Restricted Stock Units granted at time of hire
  • 401(k) match
  • Comprehensive employee benefits package
  • Remote work from any location within the country of employment
  • Reasonable accommodations for applicants with disabilities
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