Application Guide

How to Apply for Lead Solution Consultant - Major Accounts

at Workiva

🏢 About Workiva

Workiva is a leader in integrated ESG reporting, helping organizations streamline climate impact disclosure and compliance. Its cloud platform uniquely connects financial, operational, and ESG data, making it a critical tool for modern enterprises. Working here means joining a mission-driven company at the intersection of technology and sustainability.

About This Role

As a Lead Solution Consultant for Major Accounts, you'll be the technical linchpin for high-value sales, translating complex customer needs into compelling platform demonstrations. You'll lead strategic workshops, mentor junior consultants, and shape the solution strategy for some of Workiva's largest clients. This role directly influences revenue and customer success in a growing market.

💡 A Day in the Life

A typical day might start with a team stand-up to align on pipeline priorities, followed by a deep-dive workshop with a major account's CFO and ESG lead to map their reporting needs. After lunch, you'd refine a custom demo for a prospect, then mentor a junior consultant on effective discovery techniques. The day ends with a cross-functional sync to align sales and product on emerging customer requirements.

🚀 Application Tools

Generate Cover Letter

AI-powered, tailored for Workiva

Interview Prep

Practice questions for this role

🎯 Who Workiva Is Looking For

  • A seasoned presales professional with 8+ years of experience, comfortable engaging C-level executives and navigating complex sales cycles.
  • Deep expertise in SaaS architectures and cloud technologies, with hands-on experience in ERP, GRC, GL, FP&A, or analytics solutions.
  • A natural storyteller who can design and deliver impactful demos that map Workiva's platform to customer strategic goals like digital transformation and risk mitigation.
  • A collaborative mentor who can elevate team standards, incubate new use cases, and drive cross-functional alignment.

📝 Tips for Applying to Workiva

1

Tailor your resume to highlight presales experience with complex, multi-solution platforms, not just technical skills.

2

Quantify your impact in previous roles, e.g., 'Led demos that contributed to $X in closed revenue' or 'Mentored Y consultants, improving demo win rate by Z%'.

3

Showcase your understanding of ESG reporting trends and how Workiva differentiates from competitors like Salesforce or SAP.

4

Prepare a brief, compelling story of a complex sale where you influenced a long sales cycle and won.

5

Mention specific workshops or assessments you've led, like 'Art of the Possible' sessions, to demonstrate strategic consulting skills.

✉️ What to Emphasize in Your Cover Letter

['Your ability to design and deliver tailored demonstrations that connect platform features to executive priorities.', "Experience mentoring teams and improving presales processes, aligning with the 'Lead' aspect of the role.", 'Specific examples of working with major accounts and understanding their digital transformation or risk mitigation needs.', "Passion for ESG and sustainability, and how Workiva's mission resonates with your professional values."]

Generate Cover Letter →

🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Review Workiva's recent ESG reports and product announcements to understand their platform evolution.
  • → Study case studies of major account implementations to see how Workiva solved specific business problems.
  • → Understand the competitive landscape: how Workiva's integrated approach differs from point solutions like Salesforce Net Zero Cloud or SAP Sustainability Management.
  • → Explore Workiva's culture and values, especially around sustainability and innovation, to align your narrative.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through a time you led a complex demonstration that turned a skeptical executive into a champion.
2 How would you approach a workshop with a major account to map their strategic objectives to the Workiva platform?
3 Describe your experience with GRC or ESG reporting solutions. How do you stay current on industry trends?
4 How have you mentored junior consultants and improved team standards or processes?
5 How would you handle a situation where a customer's technical requirements don't fully align with Workiva's capabilities?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Being too technical without tying features to business outcomes – this role requires strategic storytelling.
  • Underestimating the 'Lead' aspect: failing to discuss mentorship, process improvement, or cross-functional collaboration.
  • Ignoring the ESG angle – even if you have strong SaaS presales experience, not connecting to Workiva's mission can seem out of touch.

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!

← Back to Job Listing Apply Now →