Senior Value Consultant

Workiva, Inc.; United States; Remote; USD 156,000 - 255,000; Full time

Benefits offered by this job

Commission based on sales performance

Restricted Stock Units (RSUs)

401(k) match and comprehensiveBenefits

Job summary

Workiva seeks a Senior Value Consultant to drive revenue through direct engagement in sales pursuits, shaping value arguments and business cases for our Workiva solution.

You will influence medium to large pursuits and advise the sales team on value principles to ensure consistency across deals and outcomes. This role emphasizes strong analytical and communication skills in a fast-paced environment.

Qualifications

• 6+ years in management and/or value consulting with a bachelor's degree; or 4 years and a Master's; or a PhD with 2 years.
• PhD holders with 2+ years' experience acceptable.
• Experience in Public Sector or Financial Services is a plus.

Responsibilities

• Assist cross-functional teams in customer interviews/workshops as part of Value Assessments.
• Identify, prioritize and quantify key business drivers to describe how our solutions solve challenges and align to outcomes.
• Drive executive level presentations with financial business cases to support customer buying decisions.
• Assist the enablement of the sales organization on Value Management principles and tools.
• Collaborate with the Commercial Desk to produce proposal pricing and winning bids.
• Ensure handoff of desired outcomes, current state, and success measures to Client Services and Customer Success after a deal.
• Collect and measure key industry metrics to establish trends and benchmarks.

Skills

Value strategy

Sales collaboration

Executive presenting

Financial analysis

Cross-functional work

Education

Bachelor's degree

Master's degree

PhD

Job description

The Senior Value Consultant will impact achievement of revenue targets by engaging directly in sales pursuits to demonstrate the business value that can be realized from the Workiva solution. This role will have an opportunity to influence Workiva's sales engagements through direct involvement on medium to large size pursuits and as an advisor to the sales team on volume pursuits to provide guidance on value and business case principles to ensure consistency in your assigned areas.

What You'll Do

• Assist cross-functional teams in a series of customer interviews and workshops as a component of Value Assessments
• Pursue, identify, prioritize and quantify key business drivers (metrics) to describe how our solutions will help solve operational and financial challenges and align to our prospects & customers desired business outcomes
• Drive production and assist in the delivery of compelling executive level presentations with financial business cases to support customer buying decision
• Assist the enablement of the sales organization and supporting teams on Value Management principles and tools
• Collaborate with the Commercial Desk to produce proposal pricing and winning bids
• Ensure appropriate handoff of customer desired outcomes, current state, and measures of success to Client Services and Customer Success teams upon deal completion
• Collect and measure key industry metrics to establish trends and benchmarking

What You'll Need

Minimum Qualifications

• Requires a minimum of 6 years of experience in Management and/or Value Consulting with a Bachelor's degree; or 4 years and a Master's degree; or a PhD with 2 years

Preferred Qualifications

• Experience with either Public Sector or Financial Services is a plus
• Governance, Risk, and Compliance experience is a plus
• Strong analytical, spreadsheet and creative problem solving skills
• Strong acumen and efficiency in presentation and document development
• Proven results-driven individual with good business acumen
• Expertise in Sales, Solution Engineering, Strategy Consulting, and/or Customer Success
• Ability, and desire, to work successfully in a high-energy, fast paced, rapidly changing environment is necessary
• Prior experience managing elements of the customer experience in pre-sales or post-sales capacities
• Proven ability to execute company established principles of value creation and/or value realization within organizations

Travel Requirements & Working Conditions

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

Workiva will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis.

How You'll Be Rewarded

On Target Earnings (OTE) range in the US: 156,000.00 - 255,000.00 USD Annual

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.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world's most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation-ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you'll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you're energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we'd love to meet you.

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 working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [e-mail].

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.