Application Guide

How to Apply for Senior Manager of Solution Consulting

at Workiva

🏢 About Workiva

Workiva is a leader in integrated ESG reporting, helping organizations streamline climate impact and compliance. The company’s focus on sustainability and transparency makes it a mission-driven workplace where your work directly contributes to global environmental goals. Remote-first culture and cutting-edge SaaS platform offer a dynamic, flexible environment.

About This Role

As Senior Manager of Solution Consulting, you'll lead a team of Solution Consultants to demonstrate how Workiva's platform solves complex reporting challenges. You'll shape sales strategy, optimize presales processes, and directly influence revenue growth by translating technical capabilities into customer value. This role is pivotal in scaling the team and driving adoption of ESG reporting solutions.

💡 A Day in the Life

Start your day reviewing pipeline with sales leadership, then coach a Solution Consultant on a challenging demo. Mid-morning, you’ll meet with product management to align on new features and their messaging. Afternoons might involve a strategic deal review, team stand-up, and refining demo best practices. You’ll also spend time on talent development, such as conducting one-on-ones or interviewing candidates.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • A people leader with 4+ years managing presales or consulting teams, experienced in coaching and performance management.
  • Background in accounting, finance, or ESG reporting, with the ability to discuss technical SaaS concepts and compliance workflows.
  • Strategic thinker who can align cross-functional teams (sales, product, marketing) to execute a cohesive go-to-market vision.
  • Strong communicator who excels at delivering compelling product demos and building executive-level relationships.

📝 Tips for Applying to Workiva

1

Tailor your resume to highlight people management metrics (e.g., team size, quota attainment, revenue influenced) and specific experience with ESG or financial reporting.

2

In your cover letter, explicitly connect your background in accounting/finance to Workiva’s ESG focus—mention any experience with sustainability frameworks (GRI, SASB, TCFD).

3

Research Workiva’s platform capabilities (e.g., connected data, audit trails) and reference them in your application to show genuine interest.

4

Demonstrate your leadership philosophy: include examples of how you’ve developed team members, improved processes, or driven sales enablement.

5

If possible, network with current/former Workiva employees on LinkedIn to gain insights and mention your conversations in your application.

✉️ What to Emphasize in Your Cover Letter

['Your passion for ESG and sustainability, aligning with Workiva’s mission to streamline climate reporting.', 'Proven experience leading presales teams and driving revenue through solution consulting.', 'Specific examples of how you’ve optimized presales processes (e.g., demo standardization, resource allocation) to improve productivity.', 'Your ability to discuss technical SaaS concepts with both technical and non-technical stakeholders, especially in accounting/finance contexts.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Explore Workiva’s ESG solutions page and recent case studies to understand customer pain points and platform differentiators.
  • → Read Workiva’s latest blog posts or press releases about ESG regulations to stay current on industry trends.
  • → Review the company’s culture page and Glassdoor reviews to understand leadership style and team dynamics.
  • → Look up your potential team members on LinkedIn to understand their backgrounds and how they contribute to the team.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you develop and execute a strategic vision for a Solution Consulting team?
2 Describe a time you led a team through a significant change or process improvement.
3 How do you handle a complex product demo for a skeptical CFO? Walk us through your approach.
4 Explain your experience with ESG reporting standards (GRI, SASB, TCFD) and how they relate to Workiva’s platform.
5 How do you prioritize resource allocation across multiple sales opportunities with competing deadlines?
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⚠️ Common Mistakes to Avoid

  • Don’t focus solely on sales metrics without emphasizing leadership and team development—this is a people manager role.
  • Avoid generic statements about SaaS; instead, reference specific features like connected data, audit trails, or workflow automation.
  • Don’t neglect ESG knowledge; failing to mention sustainability experience or interest could signal a mismatch with the company’s mission.

📅 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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