Application Guide

How to Apply for Solution Consultant

at Workiva

🏢 About Workiva

Workiva is a leader in integrated ESG reporting, helping organizations streamline climate impact and compliance. The company's mission-driven focus on sustainability and transparency makes it an appealing place for professionals who want to drive positive environmental change through technology. With a remote-first culture and innovative SaaS platform, Workiva offers a unique blend of impact and flexibility.

About This Role

As a Solution Consultant at Workiva, you'll bridge the gap between customer needs and technical solutions, leading pre-sales engagements from discovery to proof of concept. This role is critical in demonstrating how Workiva's platform simplifies complex ESG and financial reporting, directly influencing customer adoption and satisfaction. You'll work across industries, tailoring solutions to diverse use cases while collaborating with sales and product teams.

💡 A Day in the Life

A typical day might start with a discovery call with a prospect in the manufacturing sector, followed by preparing a tailored demo that highlights how Workiva streamlines their ESG data collection. After lunch, you could collaborate with the sales team to refine a proof of concept for a financial services client, then end the day by researching new ESG regulations to stay ahead of industry trends.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • A professional with 4+ years in finance, accounting, audit, or technical sales, who understands the pain points of reporting and compliance.
  • Someone with strong presentation and storytelling skills, able to translate technical features into business value for C-level stakeholders.
  • A hands-on problem solver with experience in SaaS demos, proof of concepts, and cloud technologies, who can quickly adapt to new use cases.
  • A collaborative team player who thrives in a remote environment and can build trust with prospects through consultative selling.

📝 Tips for Applying to Workiva

1

Highlight specific examples of how you've conducted discovery and built proof of concepts in past pre-sales roles, especially for SaaS solutions.

2

Emphasize any experience with ESG, sustainability reporting, or compliance frameworks (e.g., GRI, SASB, TCFD) to show domain alignment.

3

Tailor your resume to showcase outcomes: quantify how your demos or POCs led to closed deals or increased customer satisfaction.

4

In your cover letter, mention Workiva's mission and connect it to your own passion for sustainability or transparency.

5

Research Workiva's recent product announcements or case studies to demonstrate genuine interest and readiness to discuss their platform.

✉️ What to Emphasize in Your Cover Letter

['Your understanding of the pre-sales process and ability to drive discovery and alignment with customer needs.', 'Relevant domain expertise in finance, accounting, or audit, and how it helps you relate to customer challenges.', 'Your technical proficiency with SaaS and cloud technologies, and experience building proof of concepts.', "Your alignment with Workiva's mission to streamline ESG reporting and your enthusiasm for sustainability."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Read Workiva's latest ESG report and blog posts to understand their product roadmap and thought leadership.
  • → Explore case studies on Workiva's website, especially those highlighting integrated reporting or audit solutions.
  • → Familiarize yourself with key ESG frameworks (GRI, SASB, TCFD) and how Workiva's platform supports them.
  • → Look into Workiva's company culture and remote work policies on Glassdoor or their careers page.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through a time you conducted a discovery call and identified a customer's pain points. How did you map those to your solution?
2 How would you demonstrate Workiva's value proposition to a CFO versus a sustainability officer?
3 Describe a complex proof of concept you built. What were the technical and business challenges?
4 How do you stay updated on ESG reporting regulations and trends? Can you discuss a recent change?
5 How do you handle objections from a prospect who is satisfied with their current reporting tools?
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⚠️ Common Mistakes to Avoid

  • Don't focus solely on technical skills without demonstrating business acumen—this role is about value selling, not just product features.
  • Avoid generic answers about 'being a team player' without concrete examples of collaboration with sales or product teams.
  • Don't overlook the ESG aspect; failing to mention interest in sustainability could signal misalignment 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:

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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