Senior Solution Consultant – Financial Services

September 24, 2026

Job Description:

Execute the pre-sales framework through virtual and onsite meetings, drive discovery, lead product demonstrations, and identify how Workiva solutions address customer and prospect needs
Demonstrate expertise across Workiva’s Financial Reporting solutions and relevant industries, departments, and use cases
Translate Financial Services industry needs into Workiva solutions
Assist Sales in developing account plans aligned with Workiva strategies and objectives
Conduct process assessments and build Proofs of Concept to validate requirements
Build and present partner-specific business cases
Work with implementation partners and Workiva Client Services to support smooth onboarding and long-term customer success
Develop new use cases or use existing templates to demonstrate solution impact and value
Deliver cross-domain coaching, training, or mentoring to peers as needed
Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals

Requirements:

Minimum 6 years of related experience
Undergraduate Degree or equivalent combination of knowledge and related career experience
Experience with Financial Services customers in banking, insurance, or asset management
Domain expertise in financial services workflows, regulations, and use cases
Experience engaging with and presenting to business or IT managers and executives
Actuarial reporting experience at an insurance company preferred
Excellent verbal, written, presentation, and interpersonal communication skills
Experience building processes from the ground up, including design, proposal, and cross-functional alignment
Ability to solve problems and articulate solutions to business problems
Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred
Experience with technical aspects of connectivity and integration, including APIs
Capability to gather business needs and present compelling, value-based software demonstrations preferred
Reliable internet access when working remotely
Must be authorized to work in the U.S. on a permanent basis
Up to 40% travel

Benefits:

Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match
Comprehensive employee benefits package
Remote work from any location within the country of employment
Reasonable accommodations for applicants with disabilities

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