Solution Consultant

• Partner with sales and internal stakeholders to drive the technical win across target opportunities
• Connect platform capabilities, automated data workflows, and practical AI tools to measurable customer outcomes
• Uncover core technical requirements through collaborative discovery
• Develop example solutions, prototypes, and proofs of concept
• Engage customers, prospects, and partners via phone, web, or onsite meetings
• Drive the discovery process and identify how Workiva solutions address customer and prospect needs
• Work with Workiva Client Services for smooth onboarding and long-term customer success
• Develop working knowledge of industries, departments, and use cases where Workiva can have an impact
• Conduct generic and targeted solution demonstrations for Financial Reporting and Controls essentials
• Develop new use cases or use existing templates to demonstrate solution impact and value
• Conduct process assessments, build proofs of concept, and present customer-specific business cases
• Deliver cross-domain coaching, training, or mentoring to peers
• Collaborate with Product Marketing, Client Services, Scoping, and Customer Success
• Assist Sales in developing account plans
• Own Opportunity Technical Evaluations and drive verified technical wins
• Guide customers on data connectivity, automated reporting workflows, and practical AI capabilities
• Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability

• 4+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent)
• Background in solution consulting, technical sales, or solution delivery
• Bachelor’s degree in a related field strongly preferred, or equivalent practical experience similar
• Experience engaging with and presenting to business or IT managers and executives
• Excellent verbal, written, presentation, and interpersonal communication skills
• Self-motivated with strong propensity for action, results and continuous improvement
• Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred
• Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions
• Ability to present a value based, compelling software demonstrations
• Working knowledge or practical experience with emerging AI capabilities
• Familiarity with enterprise data structures, API integrations, or cross-domain platform solutions
• Up to 30% travel for customer and internal meetings
• Reliable internet access for remote work

• Flexible work arrangements
• Reliable internet access for any period of time working remotely
• Up to 30% travel for customer and internal meetings
• Comprehensive security and privacy training tailored to employees' roles
• Reasonable accommodations for applicants with disabilities