Senior Solution Consultant – Sustainability

• Partner with sales and internal stakeholders to address and develop technical customer requirements for Workiva solutions
• Uncover customer technical requirements consultatively and deliver solutions leveraging the Workiva platform
• Provide feedback to internal teams for product improvements
• Lead sales opportunities involving integration and data management within and outside the Workiva platform
• Bridge technical expertise and customer needs throughout the sales process
• Facilitate IT conversations about the Workiva platform’s fit within customer technology ecosystems
• Partner with Regional Sales Directors and customer-facing teams to determine customer challenges and requirements
• Provide cross-functional Workiva resources during customer-facing initiatives
• Design customized solutions to reinvent customers’ finance processes
• Create or adapt custom demo solutions
• Manage projects and relationships for larger customers
• Develop trusted relationships with senior customer teams
• Identify finance transformation opportunities based on innovative use of the Workiva platform
• Partner with Sales on territory and pipeline development, engagement plans, qualification gates, and account expansion opportunities
• Build and present business cases and proposals articulating Workiva’s value and ROI
• Serve as the primary technical partner for enterprise opportunities
• Deliver joint customer initiatives with selected Workiva business partners
• Guide enterprise IT, architecture, and line-of-business leaders on modern data management, automated workflows, and practical AI capabilities
• Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions
• Support smooth customer onboarding and long-term success with partner and customer support teams
• Mentor and train other team members

• 6+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent) with a background in solution consulting, technical sales, or solution delivery
• Bachelor’s degree in a related field preferred, or equivalent practical experience similar
• Deep domain knowledge of sustainability and ESG reporting frameworks (CSRD/ESRS, GRI, ISSB, TCFD, EU Taxonomy) and carbon accounting practice across Scope 1, 2 and 3 under the GHG Protocol
• Experience preparing and delivering software presentations/demos or implementing complex software platforms
• Highly commercial mindset with the ability to influence customer decisions and contribute to sales strategies
• Strong leadership skills and client-facing consulting experience
• Ability and willingness to provide training on domain knowledge to different audiences, internal and external
• Project and time management skills
• Strong interpersonal, written and verbal communication skills
• Experience in team settings
• Excellent client-facing presentation skills, including the ability to distill complex technical topics into simple, business-value-focused explanations
• Understanding of a company’s finance and accounting processes
• Proven ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications within complex enterprise ecosystems
• Up to 30% travel for customer and internal meetings
• Reliable internet access for remote work outside a Workiva office

• Up to 30% travel for customer and internal meetings
• Reliable internet access for any period of time working remotely and not in a Workiva office
• Reasonable accommodations for applicants with disabilities
• Comprehensive security and privacy training tailored to employees’ roles