Application Guide

How to Apply for Senior Solution Consultant - LATAM

at Workiva

🏢 About Workiva

Workiva is a unique company specializing in integrated ESG reporting, helping organizations achieve transparent climate impact reporting and compliance. Their platform streamlines complex reporting processes across financial, governance, risk, and sustainability domains, making them a leader in the growing ESG technology space. Working at Workiva means contributing to meaningful corporate transparency and sustainability initiatives.

About This Role

As a Senior Solution Consultant for LATAM, you'll execute pre-sales activities by engaging customers and partners through virtual/onsite meetings, leading discovery sessions, and demonstrating how Workiva's solutions address specific needs in the Financial Services industry. You'll translate industry requirements into Workiva solutions, build Proof of Concepts, and present business cases to validate requirements. This role directly impacts revenue generation and customer adoption in the Latin American market.

💡 A Day in the Life

A typical day involves preparing for client meetings with Financial Services organizations in Mexico, customizing product demonstrations to address specific ESG reporting challenges, and collaborating with sales teams on opportunity strategies. You might spend the morning conducting a virtual discovery session with a prospect's sustainability team, then build a Proof of Concept in the afternoon to validate their reporting requirements, followed by internal knowledge-sharing about LATAM market trends.

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🎯 Who Workiva Is Looking For

  • Has 6+ years of experience with a Bachelor's degree (or equivalent advanced degree combinations) in pre-sales, solution consulting, or related customer-facing technical roles
  • Possesses deep knowledge in at least one of Workiva's domain areas: Financial Reporting, GRC, or Sustainability Reporting, with ability to quickly master all three
  • Fluent in both Spanish and English with experience presenting to business/IT managers and executives in Latin American markets
  • Has specific experience in the Financial Services industry and can translate those needs into technical solutions

📝 Tips for Applying to Workiva

1

Quantify your pre-sales experience with metrics like deal sizes, conversion rates, or number of successful Proof of Concepts delivered

2

Explicitly mention your Financial Services industry experience and how you've translated business needs into technical solutions

3

Highlight any ESG, sustainability, or climate reporting experience even if it's not your primary background

4

Include language proficiency levels for both Spanish and English (e.g., native Spanish speaker with business-level English)

5

Tailor your resume to show progression in solution consulting roles, emphasizing LATAM market experience if applicable

✉️ What to Emphasize in Your Cover Letter

["Demonstrate understanding of Workiva's three domain areas (Financial Reporting, GRC, Sustainability) and how your experience aligns", 'Share a specific example of translating Financial Services industry needs into technical solutions', "Explain why you're passionate about ESG reporting and corporate transparency", 'Highlight your experience with LATAM markets and cultural nuances in business engagements']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting platform capabilities and recent customer case studies
  • → Current ESG regulations and compliance requirements in Latin American markets, especially Mexico
  • → Workiva's partner ecosystem and how they collaborate with consulting firms in the region
  • → Recent news about Workiva's expansion in LATAM and their competitive positioning against other ESG platforms

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would conduct a discovery session with a Financial Services client in Mexico
2 How would you explain the value of integrated ESG reporting to a skeptical CFO?
3 Describe a time you built a Proof of Concept that successfully validated customer requirements
4 What challenges have you faced presenting technical solutions to non-technical executives in LATAM markets?
5 How do you stay current with ESG reporting regulations and standards in Latin America?
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⚠️ Common Mistakes to Avoid

  • Applying with generic solution consulting experience without Financial Services or ESG domain knowledge
  • Failing to demonstrate bilingual proficiency or LATAM market understanding in application materials
  • Presenting as purely technical without showing business acumen and executive communication skills

📅 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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