Senior Solution Consultant - Financial Services

• Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive discovery, lead product demonstrations, and align Workiva solutions to customer needs.
• Demonstrate expertise across Workiva’s Financial Reporting solutions, translating specific needs of the Financial Services industry into Workiva solutions.
• Assist sales in developing account plans, conduct process assessments, build Proof of Concepts, and ensure customer success through smooth onboarding.

This role helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny by bringing technology to market that executives, boards, and regulators depend on.

• Minimum 6 years of related experience with a Bachelor’s degree; or 4 years with a Master’s; or 2 years with a PhD.
• Financial Services industry knowledge (banking, insurance, asset management) or strong aptitude to develop deep domain expertise.
• Excellent verbal, written, presentation, and interpersonal communication skills; self-motivated with a propensity for action and continuous improvement.
• Hands-on technical experience with SaaS solutions, cloud technologies, and API connectivity preferred.

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 is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations, unifying finance, risk, and sustainability on a single, secure foundation.