Solutions Consultant - Financial Reporting

The Solutions Consultant is a Pre-Sales role, responsible for listening to prospects' challenges and gathering their requirements in order to offer specific technical subject matter expertise to the sales function, supporting the functional aspects of Workiva's platform and solutions via presentations and value-based product demonstrations of the Workiva platform.
The Solutions Consultant role is focused on supporting our Sales Team across large organizations and financial institutions. As a Pre-Sales Consultant, you will engage with prospects to identify their needs, prepare and lead demos, and showcase how our solutions meet their requirements. Leveraging your industry expertise, you will act as a trusted advisor throughout the sales process. This role offers the opportunity to expand your skills and work alongside top SaaS professionals, with continuous learning and growth opportunities.
What You'll Do

• Interact with prospects to determine their software needs and become a trusted advisor by demonstrating how the Workiva solutions meet those business needs
• Gain a deep understanding of our products and excel in articulating its benefits to prospects. Use storytelling to connect its features to their business needs, and provide prompt, accurate responses to their technology-related inquiries
• Prepare and deliver technical presentations explaining products or services to prospective customers or at events e.g. webinars, conferences, etc
• Actively contribute to cross-functional teams, including sales, marketing, and customer success, by offering creative solutions and responsiveness, thereby enhancing value for both your sales team and assigned prospects
• Collect feedback from the field and provides it to Product Marketing and Product Development for further improvements of the current solutions
• Strong knowledge of Workiva products and regulations through a commitment to ongoing training

What You'll Need
Minimum Qualifications

• Undergraduate degree or equivalent combination of education and experience in a related field
• 4 years + of related experience in sustainability reporting, consulting, financial transformation, solution consulting, presales or similar

Preferred Qualifications:

• Comprehensive understanding of the internal processes of a company's finance function - knowledge or experience in ESG and sustainability is a plus
• Ability to assess business needs and deliver a value-based, compelling software demonstration
• Experience in process improvement consulting
• Experience with business intelligence technologies, databases or data management platforms (SAP, Oracle, Workday etc.)
• Creative, entrepreneurial mindset
• Proven problem-solving skills and business acumen
• Determined, roll up your sleeves attitude
• Excellent client-facing presentation skills
• Proven project and time management skills
• Ability to thrive in a dynamic, fast-paced environment, successfully multi-tasking and determining priorities to meet deadlines
• Strong interpersonal, written and verbal communication skills
• Excellent MS Excel and presentation skills

Travel Requirement and Working Conditions

• Up to 40% travel for customer and internal meetings
• Reliable internet access for any period of time working remotely, not in a Workiva office

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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