Senior Financial Solutions Consultant (Pre-Sales) - Remote

Workiva, Inc.; Ames (IA); Remote; USD 156,000 - 255,000; Full time

Benefits offered by this job

401(k) match

Restricted Stock Units

Job summary

Workiva, Inc. is seeking a Senior Solution Consultant to provide pre-sales support, linking customer outcomes to Workiva capabilities. You will guide technical validation, create value-based demonstrations, and collaborate across Sales, Product Marketing, Client Services, Scoping, and Customer Success to hit team goals.

The role involves travel up to 40% and remote work options. A strong background in financial services and SaaS is essential for success in this position.

Qualifications

• Minimum 6 years of related experience.
• Undergraduate degree or equivalent combination of knowledge and related career experience.
• Experience with Financial Services customers and workflows.

Responsibilities

• Execute pre-sales framework to engage customers via virtual and onsite meetings.
• Lead product demonstrations and drive discovery to align Workiva solutions.
• Translate financial services needs into Workiva solutions.
• Assist sales with account planning and strategic objectives.
• Conduct assessments, build proofs of concepts, and present business cases.
• Ensure customer success with implementation partners and Client Services.

Skills

Pre-sales

Financial services domain

Presentation skills

Client engagement

Solution demonstrations

Communication

Education

Undergraduate degree or equivalent

Tools

API connectivity

SaaS platforms

Cloud technologies

Job description

Workiva, Inc. is seeking a Senior Solution Consultant to provide pre-sales support, linking customer outcomes to Workiva capabilities. You will guide technical validation, create value-based demonstrations, and collaborate across Sales, Product Marketing, Client Services, Scoping, and Customer Success to hit team goals.

The role involves travel up to 40% and remote work options. A strong background in financial services and SaaS is essential for success in this position.