Senior Solution Consultant - Financial Services

Workiva

Remote
Base: 156,000.00 - 253,000.00 usd annual; bonus/eq...
Fully remote
Financial services industry knowledge
Pre-sales framework execution
Product demonstrations
Workiva is seeking a Senior Solution Consultant for Financial Services to provide pre-sales support and demonstrate the value of their platform to clients. The role requires expertise in the financial services industry, strong communication skills, and the ability to translate customer needs into effective solutions

Job Summary

  • 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.
  • 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.

Matching Summary

Match Score: 85

Workiva is seeking a Senior Solution Consultant for Financial Services to provide pre-sales support and demonstrate the value of their platform to clients. The role requires expertise in the financial services industry, strong communication skills, and the ability to translate customer needs into effective solutions.

Salary

Base: 156,000.00 - 253,000.00 USD Annual; Bonus/Equity: Eligible for commission based on sales performance, Restricted Stock Units granted at time of hire; Benefits: Comprehensive employee benefits package

Skills & Requirements

Must-have

  • Financial Services industry knowledge
  • Pre-sales framework execution
  • Product demonstrations
  • Customer needs identification
  • Workiva solutions alignment
  • Partner specific business cases

Nice-to-have

  • Trusted advisor role
  • Rapid solution iteration
  • Continuous improvement
  • Proactive collaboration
  • SaaS solutions experience
  • API integration experience

Key Requirements

  • Minimum 6 years of related experience with a Bachelor’s degree
  • Minimum 4 years of related experience with a Master’s degree
  • Minimum 2 years of related experience with a PhD
  • Experience engaging with and presenting to managers and executives
  • Ability to solve problems and articulate solutions

Work Rights

Not specified

Tailored Resume

Cover Letter