AI Solution Development Consultant – Forward Deployed

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate discovery workshops and collaborative sessions with stakeholders in regulatory, finance, tax, and IT domains.

• Analyze client processes while documenting requirements, platform coverage, and identifying gaps.

• Design, develop, configure, and test tailored solutions for clients on the Workiva platform.

• Set up forms, data structures, business rules, workflows, and connections to ERP data.

• Spot potential for AI and agents within reporting and compliance workflows.

• Set up and implement AI agents with human review, exception handling, and audit trails.

• Take ownership of validation, deployment, adoption, and post-go-live results.

• Conduct testing with client preparers and reviewers, address issues, and track cycle time and error rates.

• Act as a trusted advisor, clearly communicating trade-offs.

• Document reusable configuration patterns for the shared knowledge repository.

• Record platform gaps with supporting evidence for Product and Engineering teams.

⛳️ Requirements

• A bachelor's degree in a relevant field or equivalent hands-on experience.

• Over 5 years of experience in client-facing enterprise software consulting, implementation, or solution development, with direct involvement in client deliverables.

• More than 5 years of experience in enterprise software architecture, data flows, APIs, and system integrations.

• Proficient in conveying complex technical concepts to both business and technical audiences.

• Familiarity with regulatory reporting processes, including financial, sustainability, tax transparency, or statutory reporting, or related audit, risk, and compliance tasks.

• Experience in configuring enterprise platforms such as ServiceNow, Salesforce, or Workiva.

• Background in ERP and finance systems like SAP or Oracle.

• Understanding of how upstream data quality and structure impact reporting outcomes.

• Hands-on experience designing or configuring AI agents and workflows, covering prompt design, retrieval-augmented generation, output evaluation, and human-in-the-loop controls.

• Competency in SQL, Python, or JavaScript for scripting, data manipulation, or integration tasks.

• Experience collaborating with Product Management and Engineering to transform client requirements into reusable capabilities.

• Experience working alongside implementation partners, systems integrators, advisory firms, or audit firms.

• Willingness to travel up to 25% for client engagements and internal meetings.

• Reliable internet connection when working remotely or outside a Workiva office.

🏝️ Benefits

• An annual discretionary bonus typically awarded.

• Restricted Stock Units granted upon hiring.

• 401(k) matching contributions.

• Comprehensive employee benefits package.

• Flexibility to work from the office or remotely from any location within the employee's country of employment.

• Reasonable accommodations provided for applicants with disabilities.