The Senior Solution Consultant on the Technical team advances sales pursuits and helps drive revenue attainment by passionately evangelizing Workiva's cutting-edge data management capabilities and the broad set of technologies powering the Workiva platform. The Senior Solution Consultant clearly demonstrates and explains how Workiva solutions work, ensuring their success and adoption through tailored demonstrations, technical and architecture presentations, and communication of value-based messaging about the Workiva platform. A critical part of the job is to ensure an understanding of Workiva's role, placement, and footprint in an organization's technology landscape.
What You'll Do
Serve as a key member of the cross-functional sales team on each opportunity, including actively participating in account planning and strategy, driving the technical agenda from initial engagement through deal closure
Execute the technical discovery process with customers to identify areas where Workiva solutions align to address customer needs
Prepare and deliver dynamic, tailored, value-driven technical demos and presentations of the Workiva platform including examples, solutions, prototypes, and proofs of concept to demonstrate viability and value of Workiva solutions
Work across various business lines at our customers including technical teams in IT, architecture, platform, and integration teams; and business functions in accounting, legal, finance, sustainability, audit, risk, FP&A, and financial reporting
Collaborate with team members to share findings and observations, learn from team members' experiences, and celebrate successes
Consistently and proactively share experiences and observations with Workiva's product management, engineering, product marketing, sales leadership, and executive teams to foster cross-functional alignment and innovation
Engage with customers and partners alike to ensure success and satisfaction with Workiva
Demonstrate expertise across multiple domain areas, developing working knowledge of industries, departments, and use cases where Workiva can have an impact
Actively pursue innovation and creative problem-solving using the Workiva platform
Stay informed about emerging technologies and industry trends-such as advancements in cloud computing, data analytics, AI/ML, and cybersecurity-that may influence or enhance Workiva solutions
What You'll Need
Minimum Qualifications
6 years of technical customer-facing experience, ideally in presales, implementation consulting, or training/enablement
Experience in programming with languages such as Python, C, C++, C#, JavaScript, Java, VB.net
Experience with data management, database design, and analysis, with expertise in SQL, data modeling, multidimensional concepts (e.g., Essbase, TM1), relational theory, data transformation (e.g., Alteryx), and advanced Excel
Experience in designing and understanding enterprise data architecture to be able to identify where Workiva can extend an organization's data strategy
Hands-on experience with various AI tools and an understanding of Model Context Protocol (MCP) application
Preferred Qualifications
Hands-on experience with BI platforms (e.g., PowerBI, Cognos, Qlik, Tableau, QuickSight)
Hands-on experience with performance management systems (e.g., OneStream, Hyperion. Planful, Tagetik)
Hands-on experience with ERPs (e.g., SAP, Oracle, NetSuite, Workday, etc.)
Hands-on experience with data integration and data integration software (e.g., Alteryx, FiveTran, MuleSoft)
Knowledge of corporate financial reporting, accounting, consolidation, budgeting and planning, dashboards, or analytics
Knowledge of cybersecurity concepts and IT security considerations
Ability to compare API capabilities and write clean, maintainable code to consume and interact with these APIs
Ability to lead a conversation and collect information about an organization's technical goals, needs, challenges, and vision
Intellectual curiosity and motivation to always learn, research, and grow
Excellent verbal, written, and interpersonal communication and presentation skills
Understanding of modern cloud technologies and SaaS
Understanding of software design patterns
Travel Requirement & Working Conditions
Up to 40% travel for customer visits, conferences, and company events
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.
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