Senior Solution Consultant
Job Summary
The Senior Solutions Consultant partners with sales and other internal stakeholders to address and develop technical customer requirements for Workiva solutions. The Senior Solutions Consultant is responsible for uncovering customer technical requirements consultatively delivering solutions leveraging the Workiva platform as well as providing feedback to internal teams for product improvements.
This role is focused on understanding the connections between customers software systems and the management/curation of data on the Workiva platform through our proprietary data management capabilities. The best candidates will ideally bring a strong understanding of technical platforms and ability to translate and consult on customer needs within the Workiva platform.
What Youll Do
Be the technical lead for sales opportunities as it relates to integration and data management externally and within the Workiva platform
Play a critical role in the sales process - bridging the gap between technical expertise and customer needs
Facilitate and guide IT conversations as it relates to the user and fit of the Workiva platform within a customers technology ecosystem
Partner with Regional Sales Directors and other customer-facing teams to work with customers to determine their challenges and requirements
Provide leadership with cross-functional Workiva resources throughout customer-facing initiatives
Design customized solutions to meet customer needs and successfully reinvent their finance processes
Work with Solutions Consultants to create or adapt custom demo solutions for customers and prospective customers
Provide project and relationship management to larger customers with broader needs
Develop close working relationships of trust with key senior customers teams
Work across the entire spectrum of the customers finance organization - identifying opportunities for transformations based on innovative use of the Workiva platform
Work with sales to build and present business cases and proposals for customers and prospects that articulate Workivas value and ROI
Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives
Manage or assist in client issue resolution
Work closely with Workiva partner and customer support teams to ensure smooth onboarding of customers and their long term success
Mentor and train other team members
What Youll Need
Minimum Qualifications
Undergraduate degree or equivalent combination of education and experience in a related field (e.g. Finance Accounting Technology)
6 years of progressive career experience in a customer-facing role within software presales technical consulting and/or software implementation
Fluency in both German and English
Preferred Qualifications
Experience preparing and delivering software presentations/demos (presales/sales consulting experience) OR experience with implementing complex software platforms (e.g. ERPs business intelligence technologies financial performance management applications like Hyperion OneStream or other complex data management systems)
Highly commercial mindset with the ability to influence customer decisions and contribute to sales strategies
Strong leadership skills and client-facing consulting experience
Creative can-do mind-set
Ability and willingness to provide training on domain knowledge to different audiences internal and external
Project and time management skills
Strong interpersonal written and verbal communication skills
Experience in team settings - attitude of camaraderie and partnership with team members
Excellent client-facing presentation skills including the ability to distill complex technical topics into simple business-value-focused explanations
Understanding of a companys finance and accounting processes
Travel Requirements & Working Conditions
Up to 30% travel for customer and internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office
Why Join Workiva
Workiva is the platform designed to bring confidence control and a competitive edge to the worlds most complex organizations. Our AI-powered platform unifies finance risk and sustainability on a single secure foundationensuring data is trusted traceable and ready to act on. With an unbroken path from source to output leaders gain confidence in their numbers visibility into current and emerging risks and the ability to move with speed and precision in a constantly changing world.
At Workiva youll bring technology to market that executives boards and regulators depend on. The work you do here helps organizations navigate uncertainty maintain trust and make decisions that stand up to scrutiny. If youre energized by meaningful challenges inspired by collaborative teams and motivated to help organizations turn uncertainty into advantage wed love to meet you.
Workiva is an Equal Opportunity believe that great minds think 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.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles ensuring adherence to company policies and regulatory standards.
#LI-PM1Required Experience:
Senior IC
About Company
Workiva's cloud-based software transforms work with assured, integrated reporting solutions for finance, ESG, audit & risk—connecting people, data & processes.