About the role
As a Solution Consultant, you partner with sales and internal stakeholders to drive the technical win across target opportunities. You move beyond basic product demonstrations to connect platform capabilities, automated data workflows, and practical AI tools directly to measurable customer outcomes. In this role, you are responsible for uncovering technical requirements consultatively, as well as developing example solutions, prototypes, and proofs of concept to validate requirements and demonstrate the enterprise value of the Workiva platform.
What You’ll 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
Conduct both generic and targeted solution demonstrations around Financial Reporting (private financials, capital markets transactions, SEC/Advanced, and management reporting) and Controls essentials
Assist in developing new use-cases or by using existing templates providing proof of our solution's 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
Take primary ownership of Opportunity Technical Evaluations, driving to a verified Tech Win by proving technical viability, securing key stakeholder acceptance, and demonstrating clear solution superiority over current processes
Guide customers on leveraging data connectivity, automated reporting workflows, and practical AI capabilities to streamline complex reporting, GRC, and Sustainability/Carbon processes
Conduct solution discovery and value presentations across Workiva's core solutions, including Financial Reporting, GRC and Sustainability
What You'll Need
Minimum Qualifications
4+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent) with a background in solution consulting, technical sales, or solution delivery
Bachelor’s degree in a related field strongly preferred, or equivalent practical experience similar
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
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
Working knowledge or practical experience with emerging AI capabilities (e.g., automated data curation, intelligent document processing, predictive insights, or AI-assisted reporting workflows).
Familiarity with enterprise data structures, API integrations, or cross-domain platform solutions (Finance, GRC, or Sustainability/ESG frameworks like CSRD).
Travel Requirements & Working Conditions
Up to 30% travel for customer and internal meetings
Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements
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.
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 .
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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