Senior Solution Consultant - Financial Services
Workiva
Location
Remote
Type
Full-time
Posted
Jan 13, 2026
Compensation
USD 156000 – 253000
Mission
What you will drive
- Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs
- Demonstrate expertise across all of Workiva's domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
- Translate the specific needs of the Financial Services industry into Workiva solutions
- Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases
Impact
The difference you'll make
This role helps organizations address complex problems through Workiva's platform solutions, particularly in financial reporting, GRC, and sustainability reporting domains, enabling better compliance and operational efficiency.
Profile
What makes you a great fit
- Requires a minimum of 6 years of related experience with a Bachelor's degree; or 4 years and a Master's degree; or 2 years and a PhD
- Financial Services industry knowledge is valuable and will be essential to success in this role. Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases
- Experience engaging with and presenting to business or IT managers and executives
- Excellent verbal, written, presentation, and interpersonal communication skills
Benefits
What's in it for you
- On Target Earnings (OTE) range in the US: 156,000.00 - 253,000.00 USD Annual
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
- Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment
About
Inside Workiva
Workiva provides a platform and solutions for financial reporting, GRC (Governance, Risk, and Compliance), and sustainability reporting, helping organizations address complex problems and ensure compliance.