Application Guide

How to Apply for Lead Solution Consultant - Major Accounts

at Workiva

🏢 About Workiva

Workiva stands out as a leader in ESG (Environmental, Social, and Governance) reporting technology, specifically helping major enterprises streamline integrated reporting for climate impact and compliance. Their platform uniquely bridges complex financial data with sustainability metrics, making them a pivotal player in the growing ESG tech space. Working here means contributing to transparent corporate reporting that drives real environmental and social impact.

About This Role

As a Lead Solution Consultant for Major Accounts at Workiva, you'll be the technical bridge between sales and enterprise clients, designing and demonstrating platform-wide solutions that address complex ESG and financial reporting needs. This role is impactful because you'll shape strategic platform visions for major accounts, directly influencing how large organizations achieve compliance and transparency in their ESG initiatives. You'll serve as a trusted advisor throughout the sales cycle, connecting customer outcomes to Workiva's capabilities.

💡 A Day in the Life

A typical day might involve collaborating with sales teams to prepare for a major bank demonstration, tailoring platform scenarios to address specific ESG compliance gaps. You could spend midday delivering a technical deep-dive session to a client's IT team, then transition to mentoring a junior consultant on best practices for executive presentations. The day often ends with documenting solution architectures and contributing to team knowledge bases about emerging ESG reporting requirements.

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🎯 Who Workiva Is Looking For

  • Has 8+ years of hands-on experience in financial services (banking, insurance, or asset management) combined with technical expertise in SaaS solutions and cloud architectures
  • Demonstrates proven ability to design and deliver tailored software demonstrations to diverse audiences including operational users, management, and C-level executives
  • Possesses deep understanding of financial reporting processes and can translate complex ESG compliance requirements into technical solutions
  • Has experience mentoring technical teams and incubating new use cases within a pre-sales or consulting environment

📝 Tips for Applying to Workiva

1

Quantify your experience with ESG reporting platforms or financial compliance software - mention specific systems you've worked with and the scale of implementations

2

Highlight any experience with Workiva's competitors (like SAP, Workday, or dedicated ESG platforms) to show industry awareness

3

Include specific examples of complex platform demonstrations you've delivered to financial services clients, detailing how you tailored them to different stakeholder levels

4

Mention any experience with climate-related financial disclosures (TCFD) or sustainability reporting frameworks relevant to Workiva's ESG focus

5

Showcase leadership experience in mentoring solution consultants or developing team processes, not just individual contributor achievements

✉️ What to Emphasize in Your Cover Letter

["Your specific experience with ESG reporting requirements in financial services and how you've translated them into technical solutions", "Examples of complex platform demonstrations you've delivered to major accounts, emphasizing how you tailored them for different audiences", 'Your approach to being a trusted advisor throughout the sales cycle, particularly in connecting technical capabilities to business outcomes', 'Experience mentoring technical teams or developing processes in a pre-sales environment']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting solutions and how they integrate with financial systems - review their product documentation and case studies
  • → Recent ESG regulations affecting financial services (like SEC climate disclosure rules or EU's CSRD) and how they impact reporting requirements
  • → Workiva's major competitors in the ESG reporting space and what differentiates their platform approach
  • → Workiva's client success stories with major financial institutions to understand their implementation patterns

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk us through how you would design a demonstration of Workiva's platform for a major bank needing to comply with new climate disclosure regulations
2 Describe a time you had to translate complex financial reporting requirements into a technical solution architecture
3 How would you approach mentoring a junior solution consultant on tailoring demonstrations for executive versus operational audiences?
4 What experience do you have with ESG reporting frameworks (like SASB, GRI, or TCFD) and how have you implemented them technically?
5 How do you stay current with both financial services industry trends and evolving ESG compliance requirements?
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⚠️ Common Mistakes to Avoid

  • Applying with generic pre-sales experience without specific examples in financial services or ESG/compliance reporting
  • Focusing only on technical architecture skills without demonstrating ability to connect them to business outcomes for senior stakeholders
  • Submitting a resume that doesn't clearly show progression in complex solution consulting roles with major accounts

📅 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!

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