Senior Pre-Sales Solutions Consultant

Workiva Inc.; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Workiva is seeking a Senior Solution Consultant to provide pre-sales support, map customer outcomes to platform capabilities, and guide customers through technical validation and value-based demonstrations across financial reporting, governance, risk, and sustainability domains.

The role involves leading product demonstrations, crafting Proofs of Concept, and collaborating with Sales, Product Marketing, and Client Services to drive successful outcomes. Remote-friendly with travel up to 40%.

Qualifications

• Requires a minimum of 6 years of related experience.
• Undergraduate Degree or equivalent combination of knowledge and related career experience.

Responsibilities

• Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive discovery, lead product demonstrations, and identify areas where Workiva solutions align to address customer needs.
• Demonstrate expertise across Workiva domain areas—Financial Reporting, GRC, and Sustainability Reporting—developing working knowledge of industries, departments, and use cases.
• Assist sales in developing account plans in support of Workiva strategies and objectives.
• Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner-specific business cases.
• Ensure customer success by working with implementation partners and Workiva Client Services for smooth onboarding and long-term success.
• Assist in developing new use-cases or by using existing templates, providing proof of our solution’s impact and value proposition.
• May begin to deliver cross-domain coaching, training, or mentoring peers.
• Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals.

Skills

Communication skills

Verbal skills

Presentation skills

Interpersonal skills

Self-motivation

Problem solving

Collaboration

API integration

SaaS/Cloud knowledge

Education

Undergraduate degree

Job description

Workiva is seeking a Senior Solution Consultant to provide pre-sales support, map customer outcomes to platform capabilities, and guide customers through technical validation and value-based demonstrations across financial reporting, governance, risk, and sustainability domains.

The role involves leading product demonstrations, crafting Proofs of Concept, and collaborating with Sales, Product Marketing, and Client Services to drive successful outcomes. Remote-friendly with travel up to 40%.