Application Guide

How to Apply for Senior Solution Consultant - Financial Services

at Workiva

🏢 About Workiva

Workiva specializes in integrated ESG (Environmental, Social, Governance) reporting, helping financial services and other industries streamline climate impact transparency and compliance. Their platform uniquely connects financial reporting, GRC (Governance, Risk, and Compliance), and sustainability reporting into a single solution, making them a leader in the growing ESG technology space. Working at Workiva means contributing to meaningful transparency in financial markets while solving complex reporting challenges.

About This Role

As a Senior Solution Consultant for Financial Services at Workiva, you'll provide pre-sales technical expertise by demonstrating how their platform solves complex reporting, compliance, and sustainability challenges for financial institutions. You'll translate financial services industry needs into Workiva solutions, build proof-of-concepts, and guide customers through technical validation. This role directly impacts revenue by bridging customer outcomes with platform capabilities throughout the sales cycle.

💡 A Day in the Life

A typical day involves virtual meetings with financial services prospects to understand their reporting challenges, then rapidly iterating on Workiva platform demonstrations tailored to their specific ESG and compliance needs. You might build a proof-of-concept for a bank's climate risk reporting requirements, collaborate with sales on account strategy, and prepare value-based demonstrations showing how integrated reporting saves time and reduces compliance risk.

🚀 Application Tools

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Interview Prep

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🎯 Who Workiva Is Looking For

  • Has 5+ years in pre-sales/solution consulting specifically within financial services (banking, insurance, asset management)
  • Demonstrates deep knowledge of financial reporting, GRC processes, and ESG/sustainability reporting requirements in regulated financial environments
  • Can rapidly iterate on solutions and build proof-of-concepts that validate technical requirements for complex financial use cases
  • Possesses strong presentation skills for both virtual and onsite demonstrations to C-level financial executives

📝 Tips for Applying to Workiva

1

Highlight specific experience with ESG reporting platforms or sustainability compliance in financial services, not just general pre-sales experience

2

Quantify your impact on sales cycles in financial services, mentioning specific deal sizes or conversion rates you influenced

3

Demonstrate knowledge of Workiva's three domain areas (Financial Reporting, GRC, Sustainability) by mentioning how you've worked with similar integrated platforms

4

Include examples of building proof-of-concepts for financial institutions, especially around compliance or reporting automation

5

Show remote collaboration experience since this is a remote role, mentioning tools and processes for effective virtual customer engagements

✉️ What to Emphasize in Your Cover Letter

['Your specific experience translating financial services industry needs into technical solutions, with concrete examples', "How you've served as a trusted advisor throughout sales cycles in regulated financial environments", 'Your knowledge of ESG reporting requirements and how they intersect with financial compliance', 'Experience with rapid iteration and proof-of-concept development for complex financial use cases']

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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 reporting (review their product demos and case studies)
  • → Recent ESG regulations affecting financial services (SEC climate disclosure, EU Sustainable Finance Disclosure Regulation)
  • → Workiva's financial services client portfolio and specific use cases they highlight
  • → The company's remote work culture and collaboration tools (mentioned in their careers page and employee reviews)

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would demonstrate Workiva's platform to a large bank struggling with integrated ESG and financial reporting
2 How do you stay current on ESG reporting regulations (like SEC climate disclosure rules) affecting financial services?
3 Describe a time you built a proof-of-concept that successfully validated requirements for a financial services client
4 How do you handle objections from financial executives who are skeptical about integrating sustainability reporting with financial systems?
5 What experience do you have working with sales teams to develop account plans for financial institutions?
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⚠️ Common Mistakes to Avoid

  • Applying with generic pre-sales experience without financial services or ESG reporting specialization
  • Failing to demonstrate knowledge of how ESG reporting integrates with traditional financial systems
  • Not showing experience with the full sales cycle in complex B2B financial technology sales

📅 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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