Senior Solution Consultant – Financial Services

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

📋 Description

• Implement the pre-sales framework through virtual and in-person meetings, facilitate discovery sessions, showcase product demonstrations, and determine how Workiva solutions meet the needs of customers and prospects.

• Exhibit proficiency in Workiva’s Financial Reporting solutions along with relevant industries, departments, and use cases.

• Convert the requirements of the Financial Services sector into Workiva solutions.

• Support Sales in formulating account plans that align with Workiva’s strategies and objectives.

• Conduct process evaluations and create Proofs of Concept to confirm requirements.

• Develop and present business cases tailored to specific partners.

• Collaborate with implementation partners and Workiva Client Services to ensure seamless onboarding and long-term customer success.

• Create new use cases or utilize existing templates to illustrate the impact and value of solutions.

• Provide cross-domain coaching, training, or mentoring to colleagues as necessary.

• Work in conjunction with Sales, Product Marketing, Client Services, Scoping, and Customer Success to meet team and company objectives.

⛳️ Requirements

• At least 6 years of relevant experience.

• Bachelor’s Degree or an equivalent combination of education and related work experience.

• Experience with Financial Services clients in banking, insurance, or asset management.

• Specialized knowledge in financial services workflows, regulations, and use cases.

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

• Preferred experience in actuarial reporting within an insurance company.

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

• Proven experience in building processes from inception, including design, proposals, and cross-functional collaboration.

• Strong problem-solving skills and the ability to clearly communicate solutions to business challenges.

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

• Familiarity with the technical aspects of connectivity and integration, including APIs.

• Ability to gather business requirements and deliver persuasive, value-oriented software demonstrations is preferred.

• Reliable internet access while working remotely.

• Must have authorization to work in the U.S. permanently.

• Willingness to travel up to 40% of the time.

🏝️ Benefits

• Eligible for commission based on sales performance.

• Restricted Stock Units awarded at the time of hire.

• 401(k) matching available.

• Comprehensive employee benefits package offered.

• Flexibility to work remotely from any location within the country of employment.

• Reasonable accommodations provided for applicants with disabilities.