Application Guide

How to Apply for Manager of Solution Consulting - Financial Services

at Workiva

🏢 About Workiva

Workiva is a leader in cloud-based integrated reporting, uniquely positioned at the intersection of financial reporting and ESG (Environmental, Social, Governance) disclosure. Their platform helps financial services firms streamline complex reporting for climate impact and regulatory compliance, making them a pioneer in the growing ESG space. The company fosters a culture of innovation, remote flexibility, and a strong focus on employee development.

About This Role

This role combines hands-on presales leadership with team management, directly impacting revenue targets in the Financial Services vertical. As a Manager of Solution Consulting, you'll not only lead and mentor a team of SCs but also engage in strategic customer interactions, shaping how Workiva's platform solves complex reporting challenges for banks, insurers, and asset managers. Your work will be crucial in driving adoption of integrated reporting solutions in a high-stakes industry.

💡 A Day in the Life

A typical day might start with a stand-up meeting with your SC team to review pipeline and deal strategies, followed by a coaching session with a team member preparing for a complex demo. You might then join a sales call with a major bank to provide executive-level support, and later analyze territory performance metrics to optimize resource allocation. Afternoons often involve cross-functional meetings with product and marketing to align on messaging for the financial services vertical.

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🎯 Who Workiva Is Looking For

  • Experienced in both presales and people management, with a track record of leading solution consulting teams in the financial services sector.
  • Deep understanding of financial reporting and ESG compliance requirements (e.g., SEC, SASB, TCFD) and how they impact financial institutions.
  • Strong communicator who can translate technical product capabilities into business value for C-level executives at banks and insurance companies.
  • Proven ability to coach and develop team members, fostering a collaborative and high-performance culture.

📝 Tips for Applying to Workiva

1

Tailor your resume to highlight specific financial services presales experience, including deal sizes and team leadership metrics.

2

In your cover letter, mention your familiarity with ESG reporting frameworks (e.g., GRI, CDP) and how Workiva’s platform addresses them.

3

Showcase examples of how you've mentored or developed junior SCs, as people management is a core part of the role.

4

Quantify your impact in previous roles (e.g., 'Led team to 120% of quota,' 'Reduced demo-to-close cycle by 20%').

5

Research Workiva's competitors (e.g., Certent, Oracle) and be prepared to discuss differentiation in your application.

✉️ What to Emphasize in Your Cover Letter

['Emphasize your passion for ESG and integrated reporting, aligning with Workiva’s mission to streamline climate impact reporting.', 'Highlight your dual expertise in presales and team management, with specific examples of coaching successes.', 'Demonstrate your understanding of the financial services regulatory landscape (e.g., Basel III, SEC climate disclosure rules).', "Express enthusiasm for remote leadership and how you'll maintain team cohesion and performance in a distributed environment."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Read Workiva’s latest ESG report and blog posts about their platform’s impact on financial services reporting.
  • → Understand the key regulations driving demand for integrated reporting in financial services, such as the SEC’s climate disclosure rule and EU’s CSRD.
  • → Familiarize yourself with Workiva’s product suite, especially for ESG and financial reporting, and how it integrates with existing systems.
  • → Look up recent case studies or testimonials from financial services clients (e.g., banks using Workiva for ESG reporting).

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you structure the onboarding and development plan for a new Solution Consultant on your team?
2 Describe a time you handled a difficult customer objection during a demo. How did you coach your SC to handle it?
3 What is your approach to aligning SC resources with sales territories to maximize coverage and revenue?
4 How do you stay updated on ESG regulations and how might they affect Workiva's financial services clients?
5 Walk us through how you would conduct a discovery session with a large bank to identify their reporting pain points.
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⚠️ Common Mistakes to Avoid

  • Don't focus solely on technical skills; this role requires strong leadership and strategic thinking, so balance your narrative.
  • Avoid generic statements about 'passion for sales' without connecting to financial services or ESG themes.
  • Don't neglect to mention your experience with remote team management; failing to address this could raise concerns about fit.

📅 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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