Application Guide

How to Apply for Senior Solution Consultant

at Workiva

🏢 About Workiva

Workiva is a leader in simplifying integrated ESG reporting, helping organizations achieve transparency in climate impact and compliance. The company's focus on Financial Reporting, GRC, and Sustainability Reporting positions it at the intersection of critical business and regulatory trends. Working here means contributing to a mission-driven culture that values innovation and customer success.

About This Role

As a Senior Solution Consultant, you'll be the technical bridge between Workiva's solutions and customer needs, leading product demonstrations and discovery sessions for Financial Reporting, GRC, and Sustainability Reporting. Your impact lies in translating complex requirements into compelling demonstrations that drive sales and ensure customer alignment with Workiva's integrated platform.

💡 A Day in the Life

A typical day might start with a virtual discovery call with a prospect in the financial services industry, followed by a demo rehearsal for a sustainability reporting use case. After lunch, you could collaborate with the sales team to refine account plans, then spend the afternoon building a Proof of Concept for a GRC opportunity, ending with a debrief on customer feedback with the client services team.

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🎯 Who Workiva Is Looking For

  • Has 6+ years of experience in pre-sales or consulting, with deep knowledge in at least one of Financial Reporting, GRC, or Sustainability Reporting.
  • Excels at engaging C-level executives and technical stakeholders through persuasive presentations and virtual demonstrations.
  • Possesses hands-on experience with SaaS and cloud technologies, able to build Proof of Concepts and articulate technical architectures.
  • Demonstrates a growth mindset, eager to develop domain expertise across multiple reporting areas and adapt to evolving customer needs.

📝 Tips for Applying to Workiva

1

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

2

In your cover letter, mention how you have previously aligned customer pain points with product capabilities in a consultative manner.

3

Showcase any experience with Workiva's platform or competitors (e.g., Salesforce, SAP) to demonstrate industry familiarity.

4

Include metrics from past pre-sales roles, such as deal sizes influenced, conversion rates, or customer satisfaction scores.

5

Prepare a brief portfolio or case study of a successful Proof of Concept you led, focusing on how you addressed complex customer requirements.

✉️ What to Emphasize in Your Cover Letter

['Emphasize your ability to understand and articulate the intersection of financial, risk, and sustainability data for integrated reporting.', 'Highlight your experience with consultative selling and leading discovery sessions that uncover hidden customer needs.', "Demonstrate your technical agility with SaaS platforms and cloud architectures, and how you've used them to build compelling demos.", "Express enthusiasm for Workiva's mission of transparency and compliance, and how your background aligns with their integrated approach."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Read Workiva's latest ESG reports and press releases to understand their product roadmap and regulatory focus.
  • → Familiarize yourself with their platform modules (e.g., Workiva for ESG, Workiva for Financial Reporting) and how they integrate.
  • → Study competitors like Salesforce Net Zero Cloud, SAP, and OneStream to identify Workiva's differentiators.
  • → Review recent customer success stories on Workiva's website to understand common pain points and outcomes.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you demonstrate Workiva's platform to a CFO focused on financial reporting vs. a sustainability officer focused on ESG metrics?
2 Describe a time you had to adapt a product demo on the fly when a customer raised an unexpected technical requirement.
3 How do you stay current with evolving regulations like SEC climate disclosure rules and their impact on reporting software?
4 Walk through how you would build a Proof of Concept for a prospect with complex multi-entity reporting needs.
5 Explain your approach to collaborating with sales teams to develop account plans and identify expansion opportunities.
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⚠️ Common Mistakes to Avoid

  • Being too generic in your understanding of ESG or GRC—show specific knowledge of frameworks like SASB, TCFD, or COSO.
  • Focusing only on technical features without linking them to business outcomes or regulatory pressures.
  • Neglecting to prepare for a role-play or demo scenario; be ready to present a tailored solution on the spot.

📅 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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