Senior Solution Consultant - Strategic Commercial Accounts
Workiva · Colorado, United States
- Hybrid
- Full-time
- $253,000 / year
- Colorado, United States
Job highlights
- Provide pre-sales support for Workiva's platform.
- Engage clients with product demonstrations and solutions.
- Develop expertise in Financial Reporting, GRC, Sustainability.
- Collaborate with sales and client services teams.
- Travel up to 40% for client engagements.
About the role
About the Role
The Senior Solution Consultant provides pre-sales support in the development and presentation of our platform for prospective clients and current customers to address the complex problems that Workiva's platform and solutions solve. This role serves as a trusted advisor supporting the business throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solutions, and guiding customers through technical validation and value based demonstrations.
What You’ll Do
- Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs
- Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact
- Assist sales in developing account plans in support of Workiva strategies and objectives
- Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases
- Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success
- Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition
- May begin to deliver cross-domain coaching, training, or mentoring peers
- Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
What You’ll Need
Minimum Qualifications
- Requires a minimum of 6 years of related experience with a Bachelor’s degree; or 4 years and a Master’s degree; or 2 years and a Ph.D.
- Financial Reporting, GRC, or Sustainability Reporting knowledge is valuable in this role. Candidates should either bring existing expertise or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise
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
- Experience building processes from the ground up, including design, proposal, and cross-functional alignment
- Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed
- Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills
- Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred
- Experience with high-level technical aspects of connectivity and integration (API)
- Capability to gather business needs and present a value-based, compelling software demonstration is preferred
Travel Requirements & Working Conditions
- Up to 40% Travel
- Reliable internet access for any period of time working remotely, not in a Workiva office
How You’ll Be Rewarded
- On Target Earnings (OTE) range in the US: $156,000.00 - $253,000.00 USD Annual
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring 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, you’ll 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 you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status 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 talentacquisition@workiva.com.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
Key skills/competency
- Solution Consulting
- Pre-sales Support
- Financial Reporting
- GRC (Governance, Risk, and Compliance)
- Sustainability Reporting
- SaaS Solutions
- Cloud Technologies
- API Integration
- Value-Based Demonstrations
- Sales Cycle Support
Skills & topics
- Solution Consulting
- Pre-sales
- Financial Reporting
- GRC
- Sustainability Reporting
- SaaS
- Cloud Technologies
- API
- Sales
- Consulting
- Enterprise Software
- B2B Sales
- Customer Success
- Technical Sales
- Demonstrations
- Workiva
How to get hired
- Tailor your resume: Highlight experience in Financial Reporting, GRC, Sustainability, SaaS, and pre-sales. Quantify achievements.
- Showcase technical skills: Emphasize experience with SaaS, cloud technologies, APIs, and delivering software demonstrations.
- Demonstrate communication ability: Prepare examples of presenting complex solutions to executives and building business cases.
- Research Workiva: Understand their platform, AI capabilities, and how they help organizations manage complex data.
- Prepare for interviews: Be ready to discuss your approach to client discovery, problem-solving, and cross-functional collaboration.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the typical career path for a Senior Solution Consultant at Workiva?
- The Senior Solution Consultant role at Workiva offers a clear growth path. With proven success, consultants can advance into senior or lead positions, potentially mentoring peers or taking on more complex strategic accounts. Opportunities also exist to move into management roles within the solutions consulting or sales organization, or to specialize further in specific domains like GRC or Sustainability Reporting.
- What specific domain knowledge is most valuable for this Senior Solution Consultant role at Workiva?
- While expertise in Financial Reporting, GRC, or Sustainability Reporting is highly valuable, Workiva also looks for candidates with a strong aptitude and commitment to rapidly developing deep domain expertise. Bringing existing knowledge in these areas will give you a head start, but a proven ability to learn and apply new industry-specific knowledge quickly is also crucial for success in this role.
- How does Workiva support remote work for its Senior Solution Consultants?
- Workiva supports employees in working where they work best, offering flexibility between office and remote arrangements. For remote work, reliable internet access is essential. While the role may require up to 40% travel for client engagements, Workiva enables a hybrid or remote setup for periods when not traveling.
- What kind of technical experience is preferred for the Senior Solution Consultant position at Workiva?
- Preferred technical experience includes hands-on work with SaaS solutions, cloud technologies, and architectures. Additionally, a good understanding of the high-level technical aspects of connectivity and integration, particularly through APIs, is beneficial for demonstrating Workiva's platform capabilities effectively.
- How does Workiva ensure a smooth onboarding for new clients after the pre-sales phase?
- Workiva ensures customer success by fostering close collaboration between the Senior Solution Consultant, implementation partners, and the Workiva Client Services team. This integrated approach guarantees a smooth onboarding process and sets the foundation for long-term customer satisfaction and success with the Workiva platform.
- What are the key performance indicators for a Senior Solution Consultant at Workiva?
- Key performance indicators for a Senior Solution Consultant at Workiva likely include successful pre-sales engagements, effective product demonstrations, accuracy in identifying customer needs and aligning them with Workiva solutions, contribution to sales targets, and positive feedback from both clients and internal teams. Developing domain expertise and mentoring peers may also be considered.
- Can a Senior Solution Consultant at Workiva influence product development?
- Yes, the role encourages proactive collaboration and feedback to product management teams. By gathering new customer requirements and identifying potential enhancements during client engagements, Senior Solution Consultants play a vital role in shaping the future development and improvements of Workiva's platform.