Solution Consultant

The Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves. The qualified candidate will be able to offer specific technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva's platform and solutions via technical and architecture presentations, product demonstrations, and communication of value-based messaging about the Workiva platform. Additionally, the job requires development of example solutions, prototypes and proofs of concept to demonstrate viability and value of Workiva solutions.

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

• 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

What You'll Need

Minimum Qualifications

• Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience

• 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field

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

• Consultant level in the Big Four or public accounting

• 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

Travel Requirements & Working Conditions

• Willingness to travel up to 40% for team and corporate meetings, fostering relationships and representing company interests

• Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements

How You'll Be Rewarded

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 View email address on click.appcast.io.

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.