Pre-Sales Financial Services Solutions Consultant

Workiva, Inc.; United States; Hybrid; USD 127,000 - 203,000; Full time

Benefits offered by this job

401(k) match

Comprehensive employee benefits

Restricted Stock Units

Job summary

Workiva, Inc. is seeking a Solution Consultant to provide pre-sales support in presenting financial reporting solutions. The role involves addressing complex problems in the Financial Services sector and requires strong technical expertise and excellent communication skills.

The successful candidate will engage with clients to discover needs, build Proof of Concepts, and collaborate across teams to drive solutions. A minimum of 4 years' experience and an undergraduate degree are required for this position.

Qualifications

• Minimum of 4 years of related experience.
• Experience in Investments, Insurance, or Banking sectors.
• Strong verbal, written, and presentation skills.

Responsibilities

• Engage customers and drive discovery processes.
• Build Proof of Concepts and present business cases.
• Deliver coaching and mentoring across teams.

Skills

Sales engagement

Solution architecture

Collaboration

Technical presentations

Communication skills

Education

Undergraduate Degree

Tools

SaaS solutions

Oracle

Workday

SAP

Job description

Workiva, Inc. is seeking a Solution Consultant to provide pre-sales support in presenting financial reporting solutions. The role involves addressing complex problems in the Financial Services sector and requires strong technical expertise and excellent communication skills.

The successful candidate will engage with clients to discover needs, build Proof of Concepts, and collaborate across teams to drive solutions. A minimum of 4 years' experience and an undergraduate degree are required for this position.