YOUR NEXT CHAPTER
Senior Solutions Consultant
About the role
• Serve as technical lead for sales opportunities involving integration and data management
• Bridge technical expertise and customer needs throughout the sales process
• Guide IT conversations about the Workiva platform within customers’ technology ecosystems
• Partner with Regional Sales Directors and customer-facing teams to determine customer challenges and requirements
• Lead cross-functional Workiva resources during customer-facing initiatives
• Design customized solutions to reinvent customers’ finance processes
• Create or adapt custom demonstration solutions
• Manage projects and relationships for larger customers with broader needs
• Build trusted relationships with senior customer teams
• Identify finance transformation opportunities using the Workiva platform
• Partner with Sales on territory and pipeline development, engagement plans, qualification gates, and expansion opportunities
• Build and present customer business cases and proposals articulating Workiva’s value and ROI
• Serve as primary technical partner for enterprise opportunities
• Collaborate with Workiva business partners on joint customer initiatives
• Advise enterprise IT, architecture, and line-of-business leaders on modern data management, automated workflows, and practical AI
• 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 team members
• 6+ 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 preferred, or equivalent practical experience similar
• Fluent in French & English
• 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 to different audiences
• Project and time management skills
• Strong interpersonal, written and verbal communication skills
• Excellent client-facing presentation skills
• 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
• Deep multi-domain knowledge across Financial Performance Management, GRC, or Sustainability/ESG frameworks
• Up to 30% travel for customer and internal meetings
• Reliable internet access when working remotely 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
• Comprehensive security and privacy training tailored to employees’ roles
• Reasonable accommodations for applicants with disabilities