Application Guide
How to Apply for Senior Solution Consultant - Strategic Commercial Accounts
at Workiva
🏢 About Workiva
Workiva specializes in streamlining integrated ESG (Environmental, Social, and Governance) reporting, helping organizations achieve transparent climate impact tracking and compliance. The company stands out by focusing on the intersection of financial reporting, GRC, and sustainability—a growing niche as regulatory and stakeholder demands for ESG transparency increase. Working here means contributing to solutions that directly address climate accountability and corporate responsibility.
About This Role
As a Senior Solution Consultant for Strategic Commercial Accounts, you'll lead pre-sales engagements by conducting discovery sessions, delivering tailored product demos, and building Proof of Concepts to align Workiva's platform with client needs in Financial Reporting, GRC, or Sustainability. This role is impactful because you'll directly shape how large commercial accounts adopt Workiva's solutions, ensuring they meet compliance goals and drive long-term value through seamless onboarding and implementation.
💡 A Day in the Life
A typical day involves virtual meetings with strategic commercial account prospects to conduct discovery sessions, followed by tailoring and delivering product demos that highlight Workiva's solutions for ESG reporting or compliance. You might collaborate with implementation partners to build a Proof of Concept, then present a business case to executives, ensuring alignment with client needs before handing off to the Client Services team for onboarding.
🚀 Application Tools
🎯 Who Workiva Is Looking For
- Has 6+ years of experience in pre-sales, consulting, or solution architecture, with a Bachelor's degree (or advanced degree with fewer years), and deep expertise in at least one of Workiva's domains: Financial Reporting, GRC, or Sustainability Reporting.
- Demonstrates a track record of engaging with business/IT executives, leading virtual/onsite meetings, and translating complex requirements into actionable solutions—especially for strategic commercial accounts.
- Shows strong aptitude to rapidly master all three domains (Financial, GRC, Sustainability) if not already an expert, and can build partner-specific business cases or Proof of Concepts.
- Thrives in a collaborative environment, working closely with implementation partners and client services teams to ensure customer success beyond the sale.
📝 Tips for Applying to Workiva
Tailor your resume to highlight specific pre-sales or consulting projects where you engaged with commercial accounts, especially in Financial Reporting, GRC, or Sustainability—quantify outcomes like deal size or client adoption rates.
Showcase any experience with ESG reporting frameworks (e.g., SASB, TCFD, GRI) or compliance tools, as Workiva's focus on integrated ESG reporting is central to this role.
In your application, emphasize virtual and onsite presentation skills—mention tools or platforms you've used for demos, and how you've adapted to hybrid engagement models.
Research Workiva's recent ESG or sustainability case studies (e.g., for climate impact reporting) and reference them to show you understand their market positioning.
If you lack direct domain expertise, prepare to explain your plan for rapidly upskilling in Financial Reporting, GRC, and Sustainability—highlight any related coursework or certifications.
✉️ What to Emphasize in Your Cover Letter
["Explain how your background in pre-sales or consulting aligns with Workiva's focus on integrated ESG reporting, citing specific projects where you drove discovery or built Proof of Concepts for similar solutions.", 'Highlight your ability to engage with executives and translate technical details into business value, especially for strategic commercial accounts in regulated industries.', 'Demonstrate your commitment to mastering all three domains (Financial, GRC, Sustainability), and mention any relevant expertise or quick-learning examples.', "Express enthusiasm for Workiva's mission to streamline climate impact reporting, and how you'd contribute to customer success through collaboration with partners and client services."]
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Explore Workiva's ESG reporting solutions and recent case studies (e.g., on their website or news section) to understand how they integrate Financial, GRC, and Sustainability data.
- → Review the regulatory landscape for ESG and climate reporting (e.g., SEC proposals, EU CSRD) to grasp compliance challenges Workiva addresses.
- → Investigate Workiva's partnerships or client success stories in strategic commercial accounts, noting industries they serve (e.g., finance, manufacturing).
- → Familiarize yourself with Workiva's platform features for Financial Reporting, GRC, and Sustainability—watch demo videos or read product documentation if available.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Applying with a generic resume that doesn't highlight pre-sales, consulting, or domain expertise in Financial Reporting, GRC, or Sustainability—this role requires specificity.
- Failing to demonstrate how you'd engage with commercial accounts or executives; avoid focusing only on technical skills without business acumen.
- Overlooking Workiva's ESG focus—candidates who don't mention climate impact, compliance, or integrated reporting may seem misaligned with the company's mission.
📅 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!