The Solution Consultant - FSI (Financial Services) is a Pre-Sales role, responsible for listening to customer challenges and gathering customer requirements in order to offer specific technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva's platform and solutions via presentations, product demonstrations, and communication of value-based messaging about the Workiva platform. Additionally, the job requires development of example solutions, prototypes, and proofs of concept to demonstrate viability and value of Workiva solutions.
The Solution Consultant role is focused on supporting our Sales Team across Banks; Insurance; and Investment firms. Workiva’s community of current customers in the Financial Services industry is extraordinary. The successful candidate will be joining a high performing team within Workiva, working with many of the World’s most complex Financial Institutions. This role has opened up reflecting the continued growth of our FSI client use of the Workiva Platform. Our FSI clients rely upon Workiva's unique platform to satisfy their stakeholders (internal and external) across Financial & Regulatory Reporting, Sustainability and GRC.
What You'll Do
Interact with customers to determine their needs and develops solutions with current Workiva products to meet those needs
Consult with customers to determine their challenges and requirements
Create custom demo solutions for customers and prospective customers
Conduct process assessments with customers, builds Proof of Concepts to validate requirements, builds and presents customer specific business cases
Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition
Provide project and relationship management to larger customers with broader needs
Collect feedback and learnings from custom service engagements to be leveraged in fixed scope, fixed fee services
Collect feedback from the field and provides it to Product Marketing and Product Development
Assist sales in developing account plans in support of Workiva strategies and objectives
Strong knowledge of Workiva products through a commitment to ongoing training
What You’ll Need
Minimum Qualifications
Undergraduate degree or equivalent combination of education and experience in a related field
4+ years’ experience in industry or prior experience as a Pre-Sales Solutions Consultant for a financial banking or investments software vendor, software implementation, service delivery, consulting
Fluency in both Spanish and English
Preferred Qualifications
Demonstrated knowledge within Financial Services, Bank Reporting , Insurance or Financial Reporting, platforms or related subject matter
A strong understanding of both Statutory Accounting Standards as well as Regulatory Reporting Requirements.
Experience engaging with and presenting to business or IT managers and executives
Ability to assess business needs and deliver a value-based, compelling software demonstration
Experience working within an Enterprise Technology Sales environment, ideally (but not a must) with SaaS technologies
Strong understanding of Post-Close reporting processes
Good understanding of SQL, data ingestion and data transformation
Experience in process improvement consulting
Experience with business intelligence technologies, databases or data management platforms (SAP, Oracle, Workday, etc.)
Experience working with fund reporting technologies (i.e. DFIN ArcReporting, Confluence Unity, FundHive, etc.)
Excellent Microsoft Excel skills
Creative, entrepreneurial mindset
Proven problem-solving skills and business acumen
Determined, roll up your sleeves attitude
Excellent client-facing presentation skills
Proven project and time management skills
Ability to thrive in a dynamic, fast-paced environment, successfully multi-tasking and determining priorities to meet deadlines
Strong interpersonal, written and verbal communication skills
Excellent communication and presentation skills
Travel Requirement and Working Conditions
Up to 40% travel for customer and internal meetings
Reliable internet access for any period of time working remotely, not in a Workiva office
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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What We Do
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.
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