The Senior Solutions Consultant works with sales and other internal stakeholders to address and develop technical customer requirements for Workiva solutions. The Senior Solutions Consultant is responsible for uncovering customer technical requirements consultatively, delivering solutions leveraging the Workiva platform, as well as providing feedback to internal teams for product improvements.
This role is focused on understanding the connections between customers’ software systems and the management/curation of data on the Workiva platform through our proprietary data management capabilities. The best candidates will ideally bring a strong understanding of technical platforms and ability to translate and consult on customer needs within the Workiva platform.
What You’ll Do
Be the technical lead for sales opportunities as it relates to integration and data management externally and within the Workiva platform
Play a critical role in the sales process - bridging the gap between technical expertise and customer needs
Facilitate and guide IT conversations as it relates to the user and fit of the Workiva platform within a customer’s technology ecosystem
Partner with Regional Sales Directors and other customer-facing teams to work with customers to determine their challenges and requirements
Provide leadership with cross-functional Workiva resources throughout customer-facing initiatives
Design customized solutions to meet customer needs and successfully reinvent their finance processes
Work with Solutions Consultants to create or adapt custom demo solutions for customers and prospective customers
Provide project and relationship management to larger customers with broader needs
Develop close working relationships of trust with key senior customer's teams
Work across the entire spectrum of the customer’s finance organization - identifying opportunities for transformations based on innovative use of the Workiva platform
Work with sales to build and present business cases and proposals for customers and prospects that articulate Workiva’s value and ROI
Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives
Manage or assist in client issue resolution
Work closely with Workiva partner and customer support teams to ensure smooth onboarding of customers and their long term success
Mentor and train other team members
What You’ll Need
Minimum Qualifications
Undergraduate degree or equivalent combination of education and experience in a related field, such as finance, accounting, technology
6+ years of related career experience in customer-facing role in technical consulting, software Implementation, presales, data management or similar
Preferred Qualifications
Understanding of data management (SQL-oriented preferred) skills and concepts
Coding experience (Python preferred but not required)
Experience with systems integration (REST & OData preferred)
Experience with integration and Extract, Transform, Load (ETL) platforms and tools (e.g., Boomi, MuleSoft, Alteryx)
Understanding of solution architecture and software development patterns
Experience with using and/or implementing ERPs, business intelligence technologies, databases, financial performance management applications (e.g., Hyperion, OneStream, etc.) or data management platforms (SAP, Oracle, Workday etc)
Strong leadership skills and sales consulting experience
Creative, can-do mind-set
Ability and willingness to provide training on domain knowledge to different audiences, internal and external
Project and time management skills
Strong interpersonal, written and verbal, communication skills
Experience in team settings - attitude of camaraderie and partnership with team members
Excellent client-facing presentation skills, including the ability to distill complex technical topics to simple explanations
Experience preparing and delivering software presentations
Understanding of a company’s finance and accounting processes
Travel Requirements & Working Conditions
Up to 40% travel for customer and internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, 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 [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
United Kingdom
