Application Guide

How to Apply for Senior Solution Consultant - Financial Services

at Workiva

🏢 About Workiva

Workiva specializes in integrated ESG reporting solutions, helping financial institutions achieve transparent climate impact reporting and regulatory compliance. Their platform uniquely connects financial reporting, GRC, and sustainability data in one cloud-based system, positioning them at the forefront of the growing ESG disclosure market. Working here means contributing to meaningful transparency in financial services while leveraging cutting-edge technology.

About This Role

As a Senior Solution Consultant for Financial Services, you'll lead pre-sales engagements by conducting discovery sessions, demonstrating Workiva's platform, and translating financial services needs into tailored solutions. This role directly impacts revenue by building compelling business cases and proof-of-concepts that show how Workiva addresses specific banking, insurance, or asset management challenges. You'll bridge technical capabilities with industry-specific requirements to drive adoption.

💡 A Day in the Life

Your day typically starts with preparing for a virtual discovery session with an asset management firm to understand their ESG reporting challenges, followed by building a customized demonstration showing how Workiva's platform streamlines their climate disclosures. In the afternoon, you might collaborate with sales on a business case for a banking prospect, then develop a proof-of-concept to validate specific GRC requirements before presenting findings to the client's compliance team.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • Has 6+ years in financial services pre-sales, consulting, or solutions architecture with deep knowledge of banking, insurance, or asset management workflows and regulations
  • Demonstrates expertise in at least two of Workiva's domains: Financial Reporting, GRC, or Sustainability/ESG reporting, with ability to learn the third quickly
  • Can translate complex financial services requirements into technical solutions and build persuasive proof-of-concepts that address specific use cases
  • Possesses strong presentation skills for both virtual and onsite meetings with C-suite financial services executives

📝 Tips for Applying to Workiva

1

Quantify your experience with financial services clients: mention specific institutions you've worked with and the size/complexity of implementations

2

Highlight any ESG/sustainability reporting experience, even if tangential, since Workiva's focus is integrated ESG reporting for financial services

3

Tailor your resume to show how you've translated financial industry needs into technical solutions, not just general consulting experience

4

Mention specific financial regulations you're familiar with (SOX, Basel III, SEC climate disclosure rules) that relate to Workiva's GRC and reporting domains

5

Include examples of building proof-of-concepts or business cases specifically for financial services clients in your application materials

✉️ What to Emphasize in Your Cover Letter

["Your specific financial services industry expertise and how it applies to Workiva's three domains (Financial Reporting, GRC, Sustainability)", 'Examples of successful pre-sales engagements where you translated client needs into technical solutions and drove adoption', 'Your understanding of ESG reporting challenges in financial services and how integrated platforms address them', "Why you're specifically interested in Workiva's mission of transparent climate impact reporting for financial institutions"]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting solutions for financial services and their recent client case studies in banking/insurance
  • → Current ESG and climate disclosure regulations affecting US financial institutions (SEC rules, TCFD, etc.)
  • → How Workiva's platform integrates financial reporting, GRC, and sustainability data differently than competitors
  • → Workiva's partner ecosystem and how they work with financial services consulting firms

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk us through how you would conduct a discovery session with a large bank to identify ESG reporting pain points
2 How would you demonstrate Workiva's value proposition for insurance companies dealing with climate risk disclosures?
3 Describe a time you built a proof-of-concept that successfully addressed specific financial services regulatory requirements
4 What financial services workflows do you think are most ripe for Workiva's integrated reporting approach and why?
5 How would you handle a situation where a prospect's needs don't perfectly align with Workiva's current capabilities?
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⚠️ Common Mistakes to Avoid

  • Applying with only general consulting experience without specific financial services industry knowledge or examples
  • Failing to demonstrate understanding of how ESG reporting intersects with traditional financial reporting in regulated industries
  • Presenting as purely technical without ability to discuss business value and ROI for financial services clients

📅 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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