Application Guide

How to Apply for Senior Solution Consultant - Strategic Commercial Accounts

at Workiva

🏢 About Workiva

Workiva is a leading SaaS company that simplifies integrated ESG reporting, helping organizations transparently manage climate impact and compliance. Their platform unifies financial, GRC, and sustainability reporting, making them a key player in the growing ESG and regulatory landscape. Working here offers a chance to shape how enterprises tackle complex reporting challenges.

About This Role

As a Senior Solution Consultant for Strategic Commercial Accounts, you'll act as a trusted advisor during the sales cycle, connecting customer needs to Workiva's platform capabilities. You'll lead discovery sessions, deliver value-based demonstrations, and build proof-of-concepts to show how Workiva solves complex reporting problems across financial, GRC, and sustainability domains.

💡 A Day in the Life

A typical day might start with a discovery call with a prospective CFO to understand their ESG reporting challenges, followed by preparing a customized demo. You'll then meet with the sales team to refine account strategies, and later conduct a proof-of-concept session for a current customer exploring new use cases. The day ends with updating CRM notes and researching industry trends.

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🎯 Who Workiva Is Looking For

  • Experienced in pre-sales within SaaS, with deep knowledge of financial reporting, GRC, or sustainability reporting domains.
  • Skilled at consultative selling, able to translate customer pain points into technical solutions and articulate business value.
  • Proven ability to conduct process assessments, build proof-of-concepts, and deliver compelling demos to C-level audiences.
  • Comfortable working remotely, managing multiple accounts, and collaborating with sales and client services teams.

📝 Tips for Applying to Workiva

1

Tailor your resume to highlight specific experience with ESG, financial reporting, or GRC solutions, not just generic pre-sales.

2

In your cover letter, mention a specific challenge in integrated reporting (e.g., data silos) and how you've helped solve it.

3

Research Workiva's platform and recent news about ESG regulations (e.g., CSRD, SEC climate rules) to show domain awareness.

4

Quantify your impact in previous roles (e.g., 'Led demos that influenced $2M in new business' or 'Reduced sales cycle by 20%').

5

Highlight remote collaboration skills and experience with virtual demos and proof-of-concept delivery.

✉️ What to Emphasize in Your Cover Letter

["Emphasize your expertise in at least two of Workiva's domain areas: financial reporting, GRC, or sustainability.", "Show how you've acted as a trusted advisor, not just a demo presenter, by helping customers define requirements.", 'Demonstrate your ability to build proof-of-concepts that directly address customer pain points.', 'Mention your familiarity with the strategic commercial account segment and how you tailor solutions to mid-market needs.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Study Workiva's platform capabilities for ESG, GRC, and financial reporting, especially their Wdata and Wdesk products.
  • → Read about recent ESG regulations like the EU CSRD and SEC climate disclosure rules to understand customer pain points.
  • → Look at Workiva's customer success stories and case studies to see how they solve real-world problems.
  • → Review the company's culture and values, especially their commitment to sustainability and remote work.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you approach a discovery call with a VP of Sustainability at a mid-market company?
2 Walk us through a time you built a proof-of-concept that won a deal. What was your process?
3 How do you stay updated on ESG reporting regulations and their impact on our platform?
4 Describe a complex demo you've delivered. How did you handle objections from technical vs. business stakeholders?
5 How would you collaborate with an implementation team to ensure a smooth handoff after a sale?
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⚠️ Common Mistakes to Avoid

  • Don't focus solely on technical features; this role requires business value storytelling and consultative skills.
  • Avoid being too generic about your experience; be specific about integrated reporting or compliance domains.
  • Don't neglect the strategic commercial segment; tailor your examples to mid-market accounts, not just enterprise.

📅 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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