Solutions Consultant Financial Services

The Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workivas platform solves. The qualified candidate will be able to offer specific technical subject matter expertise to the sales function supporting the business and functional aspects of Workivas platform and solutions via technical and architecture 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.

What Youll Do

• Execute pre-sales framework to engage customers prospects and partners via phone web or onsite meetings drive the discovery process and identify areas where Workiva solutions align to address customer/prospect needs

• Ensure customer success by working with Workiva Client Services team for smooth on-boarding and long term success

• Demonstrate knowledge across multiple domain areas developing working knowledge of industries departments and use cases where Workiva can have an impact

• Assist in developing new use-cases or by using existing templates providing proof of our solutions impact and value proposition

• Conduct process assessments with customers build Proof of Concepts to validate requirements build and present customer specific business cases

• May begin to deliver cross-domain coaching training or mentoring peers

• Work with Product Marketing Client Services Scoping and Customer Success to achieve team and company goals

• Assist Sales in developing account plans in support of Workiva strategies and objectives

What Youll Need

Minimum Qualifications

• Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience

• 4 years of experience in finance accounting internal audit software development technical sales or a related field

Preferred Qualifications

• Experience engaging with and presenting to business or IT managers and executives

• Excellent verbal written presentation and interpersonal communication skills

• Self-motivated with strong propensity for action results and continuous improvement

• Consultant level in the Big Four or public accounting

• Hands on technical experience with SaaS solutions cloud technologies and architectures preferred

• Experience with ERP GRC GL FP&A or Analytics & Reporting solutions

• Ability to present a value based compelling software demonstrations

Travel Requirements & Working Conditions

• Willingness to travel up to 40% for team and corporate meetings fostering relationships and representing company interests

• Reliable internet access for any period of time working remotely as we embrace flexible work arrangements