Senior Financial Services Solutions Consultant

Workiva Inc.; Colorado; Hybrid; USD 156,000 - 253,000; Full time

Benefits offered by this job

Commission based on sales performance

Restricted Stock Units

401(k) match

Comprehensive employee benefits package

Job summary

Workiva Inc. is seeking a qualified candidate for a role focusing on customer engagement within the Financial Services industry. The position entails driving customer success through product demonstrations and collaborative account planning.

Minimum qualifications include 6 years of experience and a Bachelor's degree. Candidates should possess deep industry knowledge, strong communication skills, and a commitment to customer success. The role allows for remote work and requires travel up to 40%.

Qualifications

• Minimum of 6 years of related experience with a Bachelor's degree; or 4 years and a Master's degree; or 2 years and a PhD.
• Financial Services industry knowledge is valuable and essential to success.
• Hands-on technical experience with SaaS solutions and cloud technologies.

Responsibilities

• Engage customers via virtual and onsite meetings, conduct product demonstrations.
• Assist sales in developing account plans in support of Workiva strategies.
• Ensure customer success with implementation partners and the Workiva Client Services team.

Skills

Financial Services industry knowledge

Presentation skills

Communication skills

Problem-solving

Technical experience with SaaS solutions

Education

Bachelor's degree or higher

Tools

API integration

Job description

Workiva Inc. is seeking a qualified candidate for a role focusing on customer engagement within the Financial Services industry. The position entails driving customer success through product demonstrations and collaborative account planning.

Minimum qualifications include 6 years of experience and a Bachelor's degree. Candidates should possess deep industry knowledge, strong communication skills, and a commitment to customer success. The role allows for remote work and requires travel up to 40%.