Application Guide

How to Apply for Senior Solution Consultant - LATAM

at Workiva

🏢 About Workiva

Workiva specializes in integrated ESG reporting, helping companies achieve transparent climate impact reporting and compliance. Their unique platform streamlines complex reporting across financial, governance, risk, and sustainability domains, making them a leader in the growing ESG technology space. Working here means contributing to meaningful environmental and governance transparency for major organizations.

About This Role

This Senior Solution Consultant role focuses on pre-sales activities for the LATAM region, specifically engaging Financial Services clients in Brazil. You'll lead discovery sessions, demonstrate Workiva's solutions for Financial Reporting, GRC, and Sustainability Reporting, and build Proof of Concepts to show how Workiva addresses specific industry needs. Your work directly drives adoption of ESG reporting solutions in a critical emerging market.

💡 A Day in the Life

A typical day involves preparing for virtual client meetings with Brazilian financial services prospects, conducting discovery sessions to understand their reporting challenges, and demonstrating how Workiva's solutions address specific GRC or sustainability requirements. You might build Proof of Concepts to validate client needs or collaborate with partners to develop business cases for Workiva implementations.

🚀 Application Tools

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Interview Prep

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🎯 Who Workiva Is Looking For

  • Has 6+ years of pre-sales or consulting experience in financial services, with specific knowledge of Financial Reporting, GRC, or Sustainability Reporting workflows and regulations
  • Is fluent in both Portuguese and English, with experience engaging Brazilian clients in virtual and onsite settings
  • Can rapidly develop deep expertise in financial services use cases and translate those needs into Workiva solutions
  • Has experience conducting process assessments and building business cases specifically for partners in the LATAM region

📝 Tips for Applying to Workiva

1

Highlight specific experience with Brazilian financial services clients and regulations in your resume

2

Demonstrate your ability to quickly learn complex domains by mentioning how you've mastered new financial or sustainability reporting frameworks in previous roles

3

Include examples of building Proof of Concepts or business cases for partners in your application materials

4

Showcase both Portuguese and English fluency prominently in your resume and cover letter

5

Reference Workiva's specific domain areas (Financial Reporting, GRC, Sustainability Reporting) when describing your relevant experience

✉️ What to Emphasize in Your Cover Letter

['Your experience with Brazilian financial services clients and understanding of local regulations', 'Specific examples of conducting process assessments or building Proof of Concepts in pre-sales roles', "How you've rapidly developed expertise in new domains (especially financial reporting, GRC, or sustainability)", 'Your ability to translate financial services industry needs into technology solutions']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific solutions for Financial Reporting, GRC, and Sustainability Reporting (not just general ESG)
  • → Brazilian financial regulations and reporting requirements that affect ESG compliance
  • → Workiva's existing LATAM clients and partners in the financial services sector
  • → Recent ESG reporting trends specific to the Brazilian financial services industry

💬 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 Brazilian financial services prospect
2 Describe your experience with ESG reporting frameworks and how they apply to financial services
3 How would you build a business case for Workiva's solutions with a partner in LATAM?
4 What challenges have you faced when demonstrating complex solutions to financial services clients?
5 How do you stay current with financial regulations and reporting requirements in Brazil?
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⚠️ Common Mistakes to Avoid

  • Applying with generic pre-sales experience that doesn't specifically address financial services or Brazilian market knowledge
  • Failing to demonstrate how you would quickly develop expertise in Workiva's three domain areas
  • Not showing understanding of the specific challenges in ESG reporting for financial institutions

📅 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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