Application Guide

How to Apply for Solution Development Consultant

at Workiva

🏢 About Workiva

Workiva is a leading provider of cloud-based reporting and compliance solutions, uniquely positioned at the intersection of finance, sustainability, and technology. Their platform is trusted by thousands of organizations for critical reporting, and their recent focus on GenAI-powered solutions for ESG and regulatory challenges makes them a forward-thinking and impactful place to work.

About This Role

As a Solution Development Consultant, you'll be a 'forward-deployed builder'—working directly with customers to design and deploy AI-powered solutions on Workiva's platform. This role is crucial for translating cutting-edge GenAI capabilities into practical, compliant solutions for regulated industries, making a direct impact on how companies handle financial reporting, sustainability disclosure, and audit processes.

💡 A Day in the Life

A typical day might involve a morning call with a customer to understand their reporting challenges, followed by designing and prototyping a GenAI solution using Workiva's platform. You might spend the afternoon coding agent workflows, testing prompts, and collaborating with product managers to share insights, then wrap up by documenting the solution for scalability and auditability.

🎯 Who Workiva Is Looking For

  • Has a strong background in AI/ML, with hands-on experience in GenAI, prompt engineering, and building agent-based workflows.
  • Possesses a blend of technical and customer-facing skills, able to understand complex customer needs and translate them into technical solutions.
  • Understands the nuances of regulated environments (e.g., financial reporting, ESG, audit) and values governance, auditability, and scalability.
  • Is a builder at heart—comfortable with rapid prototyping and iterating on solutions in real-world settings, while also being able to communicate findings to product and engineering teams.

📝 Tips for Applying to Workiva

1

Highlight specific projects where you've deployed GenAI solutions, especially in enterprise or regulated settings—show tangible outcomes (e.g., improved efficiency, compliance).

2

Tailor your resume to emphasize 'forward-deployed' experience, such as working directly with customers or stakeholders to solve problems, not just building in isolation.

3

Showcase your understanding of Workiva's platform and how your skills align with their mission of streamlining ESG reporting—mention any experience with ESG, sustainability, or financial reporting.

4

In your cover letter, explicitly connect your technical skills to the business value you've delivered, and express enthusiasm for the 'edge' role—where you get to innovate while ensuring governance.

5

If you have experience with agent-based workflows or prompt engineering, provide examples of how you've made these production-ready, as this is a key requirement.

✉️ What to Emphasize in Your Cover Letter

['Emphasize your ability to build AI solutions that are both innovative and compliant—mention any experience with audit trails, data governance, or enterprise security.', 'Highlight your customer-facing skills and your track record of translating customer pain points into technical requirements and solutions.', 'Express excitement about working at the intersection of product, engineering, and customers, and your ability to feed insights back to improve the platform.', 'Show that you understand the importance of scalability and production readiness, and that you can balance speed with rigor.']

Generate Cover Letter →

🔍 Research Before Applying

To stand out, make sure you've researched:

  • Explore Workiva's platform capabilities, especially their ESG reporting solutions and any recent AI features or announcements.
  • Read about Workiva's 'Growth Solutions' team and how they collaborate with Product and Engineering—look for blog posts or webinars.
  • Understand the regulatory landscape for ESG reporting (e.g., CSRD, SEC rules) and how Workiva helps customers comply.
  • Look into Workiva's company culture and values, particularly their focus on innovation and customer success.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Describe a time you built a GenAI solution for a customer. How did you ensure it was compliant and scalable?
2 How would you approach a customer who wants to use GenAI for financial reporting, but is concerned about data privacy and auditability?
3 Explain your experience with agent-based workflows. How do you design for reliability and governance?
4 How do you stay current with the rapidly evolving GenAI landscape, and how would you apply new techniques to solve customer problems?
5 Walk me through a project where you had to balance innovation with practical constraints (e.g., regulatory, time, budget). What were the trade-offs?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Don't focus solely on your technical skills without showing how you've applied them to real-world business problems—this role is about impact, not just tech.
  • Avoid being vague about your experience with GenAI—be specific about tools, frameworks, and outcomes.
  • Don't underestimate the importance of governance and compliance—make sure you address these in your application and interviews, as they are critical to the role.

📅 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!