Solutions Consultant - Financial Services

The Solution Consultant provides pre-sales support in the development and presentation of our financial reporting solutions for prospective clients and current customers, addressing the complex problems that Workiva's platform solves. The solutions relevant to this role are bespoke to the Financial Services sector, specifically targeting Alternative Investments, Insurance/Reinsurance, and Banking. The qualified candidate will offer specific technical subject matter expertise to the sales function. You will support the business and functional aspects of the Workiva platform via technical and architecture presentations, product demonstrations, and value-based messaging. Additionally, you will develop example solutions, prototypes, and proofs of concept to demonstrate the viability and value of Workiva’s solutions.

What You’ll Do

• Engagement & Discovery : Execute a pre-sales framework to engage customers, prospects, and partners; drive the discovery process; and identify areas where Workiva solutions align to address customer/prospect needs. Assist sales in developing account plans in support of Workiva strategies and objectives.

• Solution Architecture : Conduct process assessments with customers, build Proof of Concepts to validate requirements, and present customer-specific business cases. Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition.

• Collaboration & Leadership : Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals. Deliver cross-domain coaching, training, or mentoring to peers. Demonstrate knowledge across multiple domains, industries, and departments.

What You’ll Need

Minimum Qualifications:

• Requires a minimum of 4 years of related experience

• Undergraduate Degree or equivalent combination of knowledge and related career experience

• Experience selling to or working in Investments/Asset Management, insurance or Banking industries

Preferred Qualifications:

• Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting.

• Experience with financial reporting technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform.

• Hands-on technical experience with SaaS solutions, cloud technologies, and architectures.

• Capability to gather business needs and present a value-based, compelling software demonstration.

• Experience engaging with and presenting to business or IT managers and executives.

• Excellent verbal, written, presentation, and interpersonal communication skills.

• Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills.

• Self-motivated with a strong propensity for action, results, and continuous improvement.
  

Travel Requirement & Working Conditions

• Up to 25% Travel

• Reliable internet access for any period of time working remotely, not in a Workiva office

How You’ll Be Rewarded

✅ 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 talentacquisition@workiva.com .

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.