Senior Solution Consultant - Financial Services

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

What You’ll Do

• 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/prospect needs.
• Demonstrate expertise across Workiva’s Financial Reporting solutions, developing working knowledge of industries, departments, and use cases where Workiva can have an impact.
• Translate the specific needs of the Financial Services industry into Workiva solutions.
• 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 the Workiva Client Services team for smooth onboarding and long‑term success.
• Assist in developing new use‑cases or by using existing templates to provide 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.

Minimum 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.
• Either existing expertise in banking, insurance, or asset management, or a strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases.

Preferred Qualifications

• Experience engaging with and presenting to business or IT managers and executives.
• Actuarial reporting experience at an insurance company.
• 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.
• Demonstrate proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed.
• Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills.
• Hands‑on technical experience with SaaS solutions, cloud technologies, and architectures.
• Experience with high‑level technical aspects of connectivity and integration (API).
• Capability to gather business needs and present a value‑based, compelling software demonstration.

Travel Requirements & Working Conditions

• Up to 40% travel.
• Reliable internet access for any period of time working remotely, not in a Workiva office.

How You’ll Be Rewarded

• On Target Earnings (OTE) range in the US: $156,000 – $253,000 USD annually.
• Eligible for commission based on sales performance.
• Restricted Stock Units granted at time of hire.
• 401(k) match and comprehensive employee benefits package.

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Employment Commitments

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to providing reasonable accommodations to applicants with disabilities.