Solutions Consultant - Financial Services

workiva; Greater London; Hybrid; GBP 70,000 - 95,000; Full time

Job summary

Workiva seeks a Solution Consultant to provide pre-sales support, delivering technical demonstrations, architecture presentations, and value messaging for complex enterprise problems.

You'll develop Proofs of Concept and example solutions, collaborating with Sales, Product Marketing and Client Services to drive customer success and long-term value across Financial Services.

Qualifications

• Undergraduate degree or equivalent in a related field; an advanced degree may be considered.
• 4 years of experience in finance, accounting, internal audit, software development, technical sales, or related field.
• Experience engaging with business or IT leaders and presenting to executives.

Responsibilities

• Lead pre-sales activities with demonstrations and architecture presentations.
• Partner with Sales to develop account plans and drive opportunities.
• Develop proofs of concept and example solutions to show value.
• Collaborate with Product Marketing and Client Services to achieve goals.
• Assist in ensuring long-term customer success and onboarding.

Skills

Verbal communication

Written communication

Presentation skills

Stakeholder management

Consulting experience

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Job description

The Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves. The qualified candidate will be able to offer specific technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva's platform and solutions via technical and architecture presentations, product demonstrations, and communication of value-based messaging about the Workiva platform. Additionally, the job requires development of example solutions, prototypes and proofs of concept to demonstrate viability and value of Workiva solutions.

What You'll Do

• Execute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs
• Ensure customer success by working with Workiva Client Services team for smooth on-boarding and long term success
• Demonstrate knowledge across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impact
• Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition
• Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present customer specific business cases
• May begin to deliver cross-domain coaching, training, or mentoring peers
• Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
• Assist Sales in developing account plans in support of Workiva strategies and objectives

What You'll Need

Minimum Qualifications

• Undergraduate degree or equivalent combination of education and experience in a related field ; an advanced degree may be considered in lieu of professional experience
• 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field

Preferred Qualifications

• 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
• Consultant level in the Big Four or public accounting
• 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

Travel Requirements & Working Conditions

• Willingness to travel up to 40% for team and corporate meetings, fostering relationships and representing company interests
• Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements
• As a Solution Consultant , you will partner with Sales and internal stakeholders as a strategic technical lead to drive complex enterprise outcomes across your territory. You will move beyond traditional pre-sales to take end-to-end accountability for technical wins, bridging business transformation with advanced data architectures, ecosystem integrations and practical AI applications.
• You will uncover complex technical and business requirements through deep advisory discovery, guiding enterprise IT, architecture and business leaders on modernising workflows and data management to demonstrate the full value of the Workiva platform.
• The solutions relevant to this role are bespoke to the Financial Services sector, specifically targeting Investments, Insurance and Banking. You will bring specific technical subject matter expertise to the Sales function, supporting both the business and functional aspects of the Workiva platform through technical and architecture presentations, product demonstrations and value-based messaging. You will also develop example solutions, prototypes and proofs of concept to demonstrate the viability and value of Workiva's solutions.

What You'll Do

• Act as the primary technical lead for enterprise sales opportunities, with particular focus on integration, data management and the fit of the Workiva platform within complex customer technology ecosystems.
• Partner closely with Regional Sales Directors and other customer-facing teams to understand customer challenges, requirements and desired business outcomes.
• Lead solution discovery and value-based conversations across Workiva's core solutions, including Financial Reporting, GRC and Sustainability.
• Facilitate and guide conversations with enterprise IT, architecture and business leaders around technology strategy, data management, integrations and modernisation.
• Provide technical and architecture presentations, product demonstrations and value-based messaging tailored to Financial Services customers.
• Gather complex business and technical requirements and translate them into compelling, practical solutions using