Remote Pre-Sales Solutions Consultant

Workiva, Inc.; Los Angeles (CA); Remote; USD 156,000 - 255,000; Full time

Benefits offered by this job

RSUs

401(k) match

Comprehensive benefits package

Remote work option

Job summary

Workiva, Inc. is seeking a seasoned pre-sales professional to engage customers and partners, lead product demonstrations, and map Workiva solutions to complex business needs. You will collaborate with sales and product teams to craft compelling proofs of concept and drive customer success.

The role emphasizes deep domain knowledge in financial reporting, GRC, and sustainability, with opportunities to mentor peers and shape cross-functional strategies in a remote-friendly setting.

Qualifications

• Minimum 6 years of related experience.
• Undergraduate Degree or equivalent combination of knowledge and related career experience.
• Experience engaging with and presenting to business or IT managers and executives at large enterprise customers.
• Financial Reporting knowledge is valuable or willingness to rapidly develop domain expertise.
• 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.
• Demonstrates proactive collaboration and feedback to product management to capture requirements and enhancements.
• Ability to solve problems and articulate solutions with strong communication and presentation skills.
• Hands-on technical experience with SaaS solutions, cloud technologies, and architectures.
• Experience with high-level connectivity and integration (API).
• Capability to gather business needs and present a value-based software demonstration.

Responsibilities

• Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings.
• Lead product demonstrations and identify where Workiva solutions address customer needs.
• Demonstrate expertise across Financial Reporting, GRC, and Sustainability Reporting domains.
• Assist sales in developing account plans in support of Workiva strategies.
• Conduct process assessments with customers and build proofs of concept.
• Ensure customer success with implementation partners and Client Services.
• Develop new use-cases or use existing templates to show impact and value.
• Deliver cross-domain coaching, training, or mentoring peers as needed.
• Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success.

Skills

Executive communication

Verbal communication

Written communication

Interpersonal skills

SaaS experience

Cloud technologies

APIs integration

Value-based demonstrations

Cross-functional collaboration

Education

Undergraduate degree

Tools

APIs

Cloud platforms

Job description

Workiva, Inc. is seeking a seasoned pre-sales professional to engage customers and partners, lead product demonstrations, and map Workiva solutions to complex business needs. You will collaborate with sales and product teams to craft compelling proofs of concept and drive customer success.

The role emphasizes deep domain knowledge in financial reporting, GRC, and sustainability, with opportunities to mentor peers and shape cross-functional strategies in a remote-friendly setting.