Finance Solutions Consultant: AI‑Driven Pre‑Sales Leader

Workiva UK Limited; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Workiva UK Limited is seeking a Solution Consultant to lead technical pre‑sales engagements, deliver architecture demonstrations, and develop proofs of concept that showcase the value of Workiva's platform for complex financial services and other industries.

You will collaborate with regional sales teams, IT and business leaders, and product marketing to craft tailored solutions, manage demonstrations, and build compelling business cases that drive revenue and customer success.

Qualifications

• Undergraduate degree or equivalent in related field.
• 4+ years in finance, accounting, internal audit, software development, technical sales, or related field.

Responsibilities

• Execute pre-sales framework to engage customers via phone, web, or onsite meetings and drive discovery.
• Develop proofs of concept and customer business cases to demonstrate value of Workiva solutions.
• Provide technical and architecture presentations and tailored demonstrations for enterprise audiences.
• Collaborate with Sales, Product Marketing, Client Services, and other teams to support account plans.

Skills

Pre-sales

Technical storytelling

Executive presentation

SaaS product knowledge

Business acumen

Education

Bachelor's degree or equivalent

Tools

Allvue

SS&C

Yardi

Investran

Oracle

Workday

SAP

Workiva platform

Job description

Workiva UK Limited is seeking a Solution Consultant to lead technical pre‑sales engagements, deliver architecture demonstrations, and develop proofs of concept that showcase the value of Workiva's platform for complex financial services and other industries.

You will collaborate with regional sales teams, IT and business leaders, and product marketing to craft tailored solutions, manage demonstrations, and build compelling business cases that drive revenue and customer success.