Application Guide

How to Apply for Senior Solution Consultant - Canada

at Workiva

🏢 About Workiva

Workiva is a leader in integrated ESG reporting, helping organizations streamline climate impact and compliance. Its unique platform combines financial, GRC, and sustainability data, making it a critical partner for companies navigating complex regulatory landscapes. Working here means being at the forefront of transparency and innovation in reporting.

About This Role

As a Senior Solution Consultant, you bridge the gap between customer needs and Workiva's solutions, driving pre-sales engagements across Financial Reporting, GRC, and Sustainability. You lead product demos, build proof of concepts, and collaborate with sales and product teams to deliver value. This role is impactful because you directly influence customer adoption and shape how organizations report their environmental and financial impact.

💡 A Day in the Life

Your day might start with a discovery call with a Canadian mining company exploring ESG reporting tools, followed by a virtual demo showcasing Workiva's integrated platform. After lunch, you collaborate with the sales team on an account plan for a financial services prospect, then prepare a proof of concept for a sustainability report. You end the day by reviewing customer feedback with product marketing.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • A seasoned professional with 6+ years in pre-sales or consulting, specifically within financial reporting, GRC, or sustainability domains.
  • Expert in conducting discovery and delivering compelling product demonstrations to C-level executives and business managers.
  • Self-starter who thrives in a collaborative environment, working cross-functionally with sales, product, and client services to achieve team goals.
  • Strong communicator with a knack for translating complex technical concepts into business value, especially in ESG and compliance contexts.

📝 Tips for Applying to Workiva

1

Highlight specific experience with ESG or sustainability reporting frameworks (e.g., GRI, SASB, TCFD) in your resume and cover letter.

2

Quantify your impact in pre-sales roles, e.g., 'Led demos that resulted in $2M in new business' or 'Reduced sales cycle by 20% through tailored proof of concepts.'

3

Tailor your application to Workiva's integrated approach—mention how you can bridge financial, GRC, and sustainability reporting needs.

4

Showcase your ability to work with Canadian clients or knowledge of Canadian regulatory requirements (e.g., CSRD, SEC climate rules impacting Canadian firms).

5

Include a brief case study or example of a complex demo you designed, emphasizing how you aligned a solution to customer pain points.

✉️ What to Emphasize in Your Cover Letter

['Emphasize your domain expertise in at least one of Financial Reporting, GRC, or Sustainability, and your eagerness to develop across all three.', 'Demonstrate your consultative sales approach—how you uncover needs and build trust with executives.', 'Mention your collaborative style and experience working with sales, product, and services teams to drive outcomes.', "Express passion for Workiva's mission of streamlining ESG reporting and making climate impact transparent."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Familiarize yourself with Workiva's platform features for ESG reporting, especially their Wdesk and sustainability modules.
  • → Read Workiva's latest blog posts or white papers on integrated reporting trends, such as 'The Future of ESG Reporting.'
  • → Review case studies of Workiva clients in Canada or similar markets to understand common pain points and success stories.
  • → Understand the competitive landscape (e.g., how Workiva differs from Salesforce Sustainability Cloud or SAP) to articulate differentiation.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through a time you led a complex product demonstration. How did you tailor it to the customer's industry and pain points?
2 How do you stay current with evolving ESG regulations (e.g., CSRD, ISSB) and incorporate them into your demos?
3 Describe a situation where you had to align multiple stakeholders (sales, product, client services) to close a deal. What was your approach?
4 How would you handle a prospect who is skeptical about the value of integrated reporting?
5 Explain a technical concept (e.g., XBRL tagging for sustainability data) to a non-technical executive.
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⚠️ Common Mistakes to Avoid

  • Don't submit a generic cover letter—ensure it references specific aspects of Workiva's ESG focus and the Canadian market.
  • Avoid focusing solely on technical skills; this role demands strong consultative and communication abilities.
  • Don't neglect to mention your ability to work across domains (Financial, GRC, Sustainability)—it's a key requirement.

📅 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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