Application Guide
How to Apply for Senior Solution Consultant - Financial Services
at Workiva
🏢 About Workiva
Workiva is a leading provider of cloud-based reporting and compliance solutions, uniquely positioned at the intersection of financial reporting and ESG (Environmental, Social, Governance) transparency. The company's mission to streamline integrated reporting for climate impact and compliance makes it an impactful place to work, especially for those passionate about sustainable finance and technology.
About This Role
As a Senior Solution Consultant for Financial Services, you'll be the technical bridge between Workiva's cutting-edge reporting platform and the complex needs of banks, insurers, and asset managers. Your work directly influences how these institutions manage financial and ESG data, ensuring accuracy and regulatory compliance while driving digital transformation.
💡 A Day in the Life
A typical day might start with a virtual meeting with a prospect in asset management to understand their regulatory reporting pain points, followed by customizing a product demo to showcase Workiva's data integration capabilities. Afternoon could involve collaborating with the sales team on account strategies, then building a proof of concept for a bank's ESG reporting needs, ending with a follow-up email summarizing key takeaways.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- Has deep domain expertise in financial services (banking, insurance, or asset management), with a strong understanding of reporting processes like SEC filings, regulatory submissions, or ESG disclosures.
- Possesses hands-on technical experience with SaaS solutions and cloud technologies, capable of building Proof of Concepts and leading product demonstrations that align with customer pain points.
- Excels at consultative selling and discovery, able to translate high-level business challenges into specific Workiva solution capabilities during virtual or onsite meetings.
- Is a self-starter with excellent presentation skills and a continuous improvement mindset, comfortable working remotely and collaborating with sales teams to develop account plans.
📝 Tips for Applying to Workiva
Highlight specific financial services experience (e.g., worked at a bank or with financial reporting software) and how you've addressed industry challenges like regulatory changes or data integration.
Showcase your ability to lead product demos by providing examples of how you tailored demonstrations to different audiences (e.g., C-suite vs. end-users) in previous roles.
Emphasize any ESG reporting knowledge, as Workiva's unique focus on integrated reporting is a key differentiator—mention frameworks like SASB or TCFD if familiar.
Quantify your impact in past pre-sales roles, such as deal sizes influenced, conversion rates, or time saved for customers through your solutions.
Tailor your resume to include keywords like 'SaaS', 'cloud', 'Proof of Concept', 'discovery', and 'financial services' to pass applicant tracking systems.
✉️ What to Emphasize in Your Cover Letter
["Express enthusiasm for Workiva's mission of streamlining ESG and financial reporting, and connect it to your own interest in sustainable finance or regulatory technology.", "Detail your specific experience in financial services, mentioning sub-sectors (e.g., asset management) and how you've solved similar reporting pain points.", 'Demonstrate your consultative approach by describing a time you uncovered customer needs through discovery and aligned a solution to drive value.', 'Mention your comfort with remote work and virtual presentations, as this role is fully remote and requires engaging customers online.']
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Read Workiva's latest ESG reporting whitepapers or case studies to understand how they position their solutions for financial services clients.
- → Review Workiva's product documentation for Financial Reporting and ESG modules to become familiar with key features like data linking and audit trails.
- → Study recent news about Workiva's partnerships or acquisitions in the financial services space, such as collaborations with ESG data providers.
- → Look up Workiva's company culture on Glassdoor or LinkedIn to understand their values and remote work expectations.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Failing to tailor your application to financial services—generic SaaS pre-sales experience without industry context won't stand out.
- Overlooking the ESG component; even if your background is purely financial reporting, ignoring Workiva's integrated reporting focus can signal a lack of research.
- Being too technical without showing consultative skills; this role requires balancing technical depth with the ability to communicate business value to non-technical stakeholders.
📅 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:
Application Review
1-2 weeks
Initial Screening
Phone call or written assessment
Interviews
1-2 rounds, usually virtual
Offer
Congratulations!