Application Guide

How to Apply for Solutions Consultant - Financial Services

at Workiva

🏢 About Workiva

Workiva is a leading cloud platform for enterprise reporting, uniquely positioned at the intersection of financial and ESG reporting. With a mission to streamline integrated reporting for transparent climate impact and compliance, Workiva offers a collaborative, purpose-driven culture and the opportunity to work on cutting-edge solutions that address the world's most pressing reporting challenges.

About This Role

As a Solutions Consultant for Financial Services, you'll be the technical expert driving pre-sales success for Workiva's financial reporting platform targeting alternative investments, insurance, and banking clients. Your role is critical in demonstrating how Workiva's integrated reporting capabilities can solve complex regulatory and stakeholder demands, directly impacting revenue and customer adoption.

💡 A Day in the Life

A typical day might start with a virtual call with a prospect in asset management, understanding their current reporting challenges. You'll then spend time tailoring a demo to showcase how Workiva's platform integrates financial and ESG data, followed by a technical deep-dive with their IT team. Later, you might collaborate with product managers to refine demo scripts or build a prototype for a new use case in insurance.

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Interview Prep

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🎯 Who Workiva Is Looking For

  • Has 4+ years of experience in pre-sales or financial services, with deep knowledge of financial reporting processes in alternative investments, insurance, or banking.
  • Can articulate technical concepts to both C-level executives and IT stakeholders, and has hands-on experience with financial reporting tools like Allvue, SS&C, Yardi, or Oracle.
  • Is comfortable building demos and proofs of concept in a SaaS environment, and understands how to map platform capabilities to client pain points in ESG and financial reporting.
  • Possesses a bachelor's degree in finance, accounting, information systems, or a related field, with a passion for sustainability and integrated reporting.

📝 Tips for Applying to Workiva

1

Highlight specific experience with financial reporting software (e.g., Allvue, SS&C) and how you've used it to solve reporting challenges in asset management or insurance.

2

Quantify your pre-sales impact: include metrics like demo-to-close rates, deal sizes influenced, or time saved for clients through your solutions.

3

Showcase any knowledge of ESG reporting frameworks (e.g., SASB, TCFD, GRI) and how you've integrated them into financial reporting demonstrations.

4

Tailor your resume to emphasize remote collaboration skills, as this role is fully remote; mention tools like Slack, Zoom, and virtual whiteboarding.

5

Include a brief cover letter that connects your financial services background to Workiva's mission of transparent, integrated reporting.

✉️ What to Emphasize in Your Cover Letter

["Emphasize your understanding of the regulatory pressures in financial services (e.g., SEC climate rules, Basel III) and how Workiva's platform addresses them.", 'Describe a specific example where you helped a financial institution improve reporting efficiency or accuracy using technology.', "Mention your passion for sustainability and integrated reporting, aligning with Workiva's unique value proposition.", 'Highlight your ability to build trust with technical and business stakeholders through clear communication and proof-of-concept demonstrations.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Read Workiva's latest press releases and blog posts about ESG and financial reporting partnerships.
  • → Review the Workiva platform overview and watch a recorded demo to understand the product's key differentiators.
  • → Research the specific pain points of alternative investment firms regarding integrated reporting (e.g., LP reporting, regulatory filings).
  • → Look into Workiva's culture and values on their careers page, especially their commitment to transparency and sustainability.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would demo Workiva's platform to a hedge fund client focused on ESG reporting.
2 Describe a time you had to overcome a technical objection from a prospect in financial services. How did you handle it?
3 How do you stay current with regulatory changes in financial reporting (e.g., SEC climate disclosures, IFRS)?
4 Explain how you would build a proof of concept for a large bank integrating financial and ESG data.
5 Discuss your experience with competitive solutions (e.g., Oracle, Workday) and how you position Workiva against them.
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⚠️ Common Mistakes to Avoid

  • Don't focus solely on financial reporting without mentioning ESG; Workiva's unique value is the integration of both.
  • Avoid being too technical without tying it to business value; emphasize how your demos solve real client problems.
  • Don't neglect the remote aspect; show that you can work independently and communicate effectively across time zones.

📅 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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