Application Guide

How to Apply for Solutions Consultant - Financial Services

at Workiva

🏢 About Workiva

Workiva specializes in integrated ESG reporting, helping financial services companies achieve transparent climate impact reporting and compliance. Unlike generic software companies, Workiva focuses specifically on streamlining complex regulatory and sustainability reporting through their cloud platform. This makes them a leader in the growing ESG technology space where professionals can work at the intersection of finance, technology, and sustainability.

About This Role

As a Solutions Consultant at Workiva, you'll execute pre-sales activities by conducting discovery sessions with financial services clients to understand their ESG reporting challenges, then build Proof of Concepts and business cases demonstrating how Workiva's platform addresses their specific needs. This role is impactful because you'll directly influence how major financial institutions manage their climate reporting and compliance, bridging the gap between technical solutions and business requirements in the rapidly evolving ESG landscape.

💡 A Day in the Life

A typical day might start with preparing for a discovery call with an insurance company's sustainability team to understand their climate risk reporting challenges, followed by collaborating with Product Marketing to refine messaging for financial services clients. In the afternoon, you might build a Proof of Concept demonstrating how Workiva's platform automates their ESG data collection from multiple sources, then present findings to both technical and business stakeholders to build consensus on the solution's value.

🚀 Application Tools

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Interview Prep

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🎯 Who Workiva Is Looking For

  • Has 4+ years in financial services (banking, insurance, asset management) with understanding of financial reporting, audit, or compliance processes
  • Combines technical aptitude with business acumen - comfortable discussing SaaS architectures while also building compelling business cases for stakeholders
  • Demonstrates experience in consultative selling or solution design, particularly in translating complex requirements into practical software solutions
  • Shows genuine interest in ESG/sustainability reporting trends and regulations affecting financial services (like SFDR, TCFD, SEC climate rules)

📝 Tips for Applying to Workiva

1

Quantify your experience with financial services processes - instead of 'worked with banks,' specify 'designed reporting solutions for 3 European banks to comply with SFDR requirements'

2

Highlight any ESG/sustainability reporting experience prominently, even if tangential - this is Workiva's core focus area

3

Create a portfolio showing 1-2 examples of how you've translated business requirements into technical solutions (can be anonymized)

4

Research Workiva's specific ESG reporting modules and mention how you'd position them to financial services clients

5

Emphasize remote collaboration skills since this is a remote role requiring coordination with Product Marketing, Client Services, and Customer Success teams

✉️ What to Emphasize in Your Cover Letter

['Your understanding of ESG reporting challenges specific to financial services (not generic sustainability)', "Examples of how you've conducted discovery sessions to uncover unstated client needs in regulated environments", 'Your approach to building Proof of Concepts that validate requirements while demonstrating business value', "Why you're specifically interested in Workiva's ESG focus versus other SaaS companies"]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Workiva's specific ESG reporting modules and how they integrate with financial systems
  • → Recent ESG regulations affecting financial services (SFDR in EU, SEC climate rules in US, TCFD recommendations)
  • → Workiva's client case studies in financial services sector
  • → How Workiva's platform differs from general ERP systems for ESG reporting

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through how you would conduct a discovery session with a bank struggling with TCFD compliance reporting
2 How would you build a business case for Workiva's platform versus competitors like SAP or Workday for ESG reporting?
3 Describe a time you had to explain technical architecture to non-technical financial executives
4 What ESG regulations affecting financial services are you following, and how do they impact reporting requirements?
5 How would you collaborate with Customer Success during a handoff after a successful Proof of Concept?
Practice Interview Questions →

⚠️ Common Mistakes to Avoid

  • Treating this as a generic SaaS sales role without demonstrating specific financial services or ESG knowledge
  • Focusing only on technical skills without showing business case development or consultative approach
  • Not understanding the pre-sales nature of the role (this isn't implementation or pure sales - it's solution design and validation)

📅 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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