Solution Consultant - Financial Services

The Solution Consultant FSI (Financial Services) is a PreSales 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 Workivas platform and solutions via presentations product demonstrations and communication of valuebased 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 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 Worlds 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 Workivas unique platform to satisfy their stakeholders (internal and external) across Financial & Regulatory Reporting Sustainability and GRC.

What Youll 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 usecases or by using existing templates providing proof of our solutions 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 Youll 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 PreSales 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 valuebased compelling software demonstration

• Experience working within an Enterprise Technology Sales environment ideally (but not a must) with SaaS technologies

• Strong understanding of PostClose 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 problemsolving skills and business acumen

• Determined roll up your sleeves attitude

• Excellent clientfacing presentation skills

• Proven project and time management skills

• Ability to thrive in a dynamic fastpaced environment successfully multitasking 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