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Senior Solution Consultant – LATAM

About the role

• Execute the pre-sales framework through virtual and onsite meetings
• Engage customers, prospects, and partners and drive the discovery process
• Lead product demonstrations and identify how Workiva solutions address customer and prospect needs
• Develop expertise across Financial Reporting, GRC, and Sustainability Reporting domains
• Assist Sales with account plans supporting 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 onboarding and long-term customer success
• Develop new use cases or apply 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 teams
• Serve as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities and guiding technical validation

• Minimum 6 years of related experience with a Bachelor’s degree; or 4 years with a Master’s degree; or 2 years with a PhD
• Knowledge of Financial Reporting, GRC, or Sustainability Reporting, or strong aptitude and commitment to rapidly develop domain expertise
• Fluency in Spanish and English
• 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
• Experience building processes from the ground up, including design, proposal, and cross-functional alignment
• Proactive collaboration and feedback to product management teams
• 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 connectivity and integration aspects, including APIs
• Ability to gather business needs and present compelling, value-based software demonstrations preferred
• Reliable internet access while working remotely

• Remote work from any location within the employee’s country of employment
• Reliable internet access for remote work
• Up to 40% travel
• Reasonable accommodations for applicants with disabilities
• Comprehensive security and privacy training
• AI-powered platform focused on finance, risk, and sustainability