Senior Pre-Sales Solutions Consultant (FinServ)

Workiva Inc.; Northern (KY); Hybrid; USD 156,000 - 255,000; Full time

Job summary

Workiva Inc. is seeking a Senior Solution Consultant to lead pre-sales, discovery, and product demonstrations for prospective and current clients.

You will connect customer outcomes to platform capabilities, guiding technical validation and value-based demonstrations. Provide domain expertise in Financial Services, translate client needs into Workiva solutions, and collaborate with Sales, Product Marketing, and Client Services to drive success.

Qualifications

• Minimum 6 years of related experience.
• Undergraduate Degree or equivalent.
• Experience with Financial Services customers with domain knowledge.

Responsibilities

• Lead pre-sales activities, discovery, and product demonstrations.
• Show expertise across Workiva Financial Reporting solutions.
• Translate financial services needs into Workiva solutions.
• Support account planning and customer success with implementations.
• Develop proofs of concept and business cases with partners.

Skills

Verbal communication

Presentation skills

Cross-functional collaboration

Problem solving

Self-motivated

Relationship building

Education

Undergraduate Degree or equivalent

Tools

SaaS platforms

Cloud technologies

APIs integration

Job description

Workiva Inc. is seeking a Senior Solution Consultant to lead pre-sales, discovery, and product demonstrations for prospective and current clients.

You will connect customer outcomes to platform capabilities, guiding technical validation and value-based demonstrations. Provide domain expertise in Financial Services, translate client needs into Workiva solutions, and collaborate with Sales, Product Marketing, and Client Services to drive success.