Senior Solutions Consultant

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 Solution 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.
• Partner with Sales to drive Territory & Pipeline Development.
• Build hypothesis-driven engagement plans, inspect qualification gates before committing evaluation resources, and identify high-value expansion opportunities across accounts.
• Work with sales to build and present business cases and proposals for customers and prospects that articulate Workiva’s value and ROI.
• Serve as the primary technical partner for enterprise opportunities.
• Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives.
• Guide enterprise IT, architecture, and line-of-business leaders on modernizing data management using Workiva's platform, automated workflows, and practical AI capabilities.
• Conduct solution discovery and value presentations across Workiva's core solutions, including Financial Reporting, GRC and Sustainability.
• 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 6+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent) with a background in solution consulting, technical sales, or solution delivery.
• Bachelor’s degree in a related field preferred, or equivalent practical experience similar.
• Fluent in French & English.
• Experience preparing and delivering software presentations/demos (presales/sales consulting experience) OR experience with implementing complex software platforms (e.g., ERPs, business intelligence technologies, financial performance management applications like Hyperion, OneStream, or other complex data management systems).
• Highly commercial mindset with the ability to influence customer decisions and contribute to sales strategies.
• Strong leadership skills and client-facing 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 into simple, business-value-focused explanations.
• Understanding of a company’s finance and accounting processes.
• Proven ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications (e.g., automated data curation, machine learning, or predictive analytics) within complex enterprise ecosystems.
• Deep multi-domain knowledge across Financial Performance Management, GRC, or Sustainability/ESG frameworks.

Preferred qualifications

• Travel Requirements & Working Conditions Up to 30% travel for customer and internal meetings Reliable internet access for any period of time working remotely and not in a Workiva office.

Travel Requirements & Working Conditions

Up to 30% travel for customer and internal meetings

Reliable internet access for any period of time working remotely and not in a Workiva office.

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 sustainab