Remote Solutions Consultant - Financial Services (Pre-Sales SaaS)
Workiva
Workiva Inc. is seeking a Solutions Consultant specializing in Financial Services to support pre-sales development and presentation of financial reporting solutions. The role includes engaging customers, conducting assessments, and collaborating with cross-functional teams to demonstrate the value of Workiva’s solutions.
The ideal candidate has a minimum of 4 years in the financial sector, verbal and written communication skills, and experience with SaaS solutions. A rewarding commission structure and benefits are offered.
#J-18808-Ljbffr$125k - $250k
...the enterprise sales process and... .... Location: Remote | Work Model:... ...Team The Appian Solutions Consulting team bridges... ...Solutions Consultant, Pre-Sales Engineer... ...Professional Services consultant... ...(e.g., Financial Services, Insurance... ...environment. #SaaS #PreSales...Remote workWork experience placementLocal areaFlexible hours$115k - $135k
...innovative investment and consulting solutions serving independent financial advisors. We provide... ...comprehensive set of investor services available for... ...an experienced external sales professional to serve as... ...events.This is a fully remote position; however, candidates...Remote workFull timeFlexible hours$91.7k - $163.7k
...163,700/yearJob Area: Sales SupportCompany: UnitedHealth... ...together. The Product Solutions Consultant will serve as a... ...the flexibility to work remotely * from anywhere within... ...Executives to support pre-sales, product... ...supporting payment and financial technology products, including...Remote workMinimum wageFull timeWork experience placementWork at officeLocal area$80k - $85k
...Job title Senior Financial Solutions Advisor Department... ...Financial Solutions Sales Reports to SVP... ...Work Location Remote / Local Travel Travel... ...solutions. Serving as a consultative sales partner, this role... ...position BELAY’s services. • Utilize Salesforce...Remote workFull timeCurrently hiringLocal areaHome office- ...strategic member of our sales team, you will have a... .... As a Source-to-Pay Solution Consultant, you will be responsible... ...systemsProven pre-sales skills: excellent... ...Work personas (flexible, remote, or required in office... ...office using a third-party service.Equal Opportunity...Remote workWork at officeFlexible hours
$90k - $145k
...that happens online. Our unique data and solutions empower over 6,000 customers globally, including... ...scalable impact. You'll partner with Sales, Account Management, Data Solution... ...strategy, analytics, data science, or technical pre-sales Experience leading complex,...Work at officeWork from home$10k
...About the Role Technical Consultants are on the frontlines... ...prioritize and build financial solutions for new and existing... ...will partner with Post-Sales teams to drive Product... ...technical role, ideally in a SaaS or fintech environment... ...; New York, NY (HQ); Remote (Canada); San...Remote workFull timeWork at officeHome officeFlexible hours$90k - $119.98k
...your ambition to a remote team that helps... ...for Insurance Solutions Associates who want... ...support their financial security.... ...experience comes from sales, customer service, hospitality, leadership... ...virtual consultations Learning about... ...applicable pre-licensing coursework...Remote workHourly payWeekly payFull timeFor contractorsLocal area$109k - $196.02k
...join our growing FP&A Solutions team within the Finance... ...day management of our financial systems, most notably... ...bonuses, commissions for sales roles, stock grants,... ...contractor or consultant with Autodesk? Please... ...USA; California, USA - Remote; Oregon, USA - Remote;...Remote workFull timeFor contractors$150k - $170k
...partner is looking for a Senior Consultant, Financial Services Practice Management based... ...challenges into practical solutions that can scale across large... ...teams. This is a remote opportunity with periodic travel... ...plan through Guideline with pre-tax and Roth options and...Remote workFull timeHome office- ...The Miliare Group is a forward-thinking financial services firm dedicated to helping families and... ...career. We are currently expanding our remote team and are looking for... ...clients on comprehensive financial literacy solutions, including wealth accumulation and protection...Remote workPart timeLocal area
$67.7k - $102.2k
...Inspired to work. Compeer Financial is a member-owned... ...provide financial services to support agriculture... ...work option up to 50% remote and can be based out of... ...product/service offerings, sales processes, sales tools... ...on all viable solutions to issues or opportunities...Remote workFull timeTemporary workWork experience placementSummer workCasual workInternshipSeasonal workWork from homeWork visaFlexible hours- ...and experienced NetSuite Managed Services Senior Functional Consultant - Financial to serve as a critical member of our... ...written communication skills Solution-oriented mindset with strong problem... ...options ~ Unlimited PTO ~ Remote working environment ~401k Match...Remote work
$170k - $200k
...connect to consumer financial accounts.... ...the apps and services they want to use... ...'re hiring a Solutions Consultant to improve... ...Method's technical sale and expansion... ...across pre-sales, joining... ...similarly technical SaaS (observability... ...flexibility to work remotely for a week...Remote workFull timeWork at officeWork from homeFlexible hoursShift work2 days per week3 days per week$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...comprehensive advice and customized solutions to clients to help them... ...services industry or sales experienceSchedule: Monday -...Hourly payFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...purpose to help make financial lives better through the... ...shaped by military service, community college education... ...a Financial Solutions Advisor Stage I (FSA I... ...knowledge by using a defined consultative approach with clients... ...services industry or sales experienceSkills:Client...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I),... ...by using a defined consultative approach with clients to systematically... ...of one year of financial services industry or sales experienceBilingual...Full timeWork at officeImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better by connecting clients... ...your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help... ...experience working in the financial service industry and/or a sales environment where goals were met or...Full timeImmediate startDay shift
$100k
...investment products and services for individuals,... ...and guidance.Merrill’s Financial Advisors and Wealth Management... ...client solutions that are best suited for... ...business to meet and exceed pre-defined financial targets... ...service industry and/or a sales environment where goals...Full timeWork at officeDay shift- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...to appropriate internal service providers based on client needs... ...financial service industry and/or a sales environment where goals were...Full timeTemporary workDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...shaped by military service, community college education... ...us!As a Financial Solutions Advisor Stage I (FSA I... ...knowledge by using a defined consultative approach with clients... ...services industry or sales experience Skills: •...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$120k - $180k
...building the technology and service models that connect General Partners... ...a comprehensive, end-to-end solution for a sophisticated and... ...fund operations role within the financial services industry.Deep... ...with the flexibility to work remotely on Friday.For additional information...Remote workFull timeWork at office$117.52k - $146.9k
...automation and world-class service eliminate manual... ...per year of fully remote work!What You’ll... ...execute on our financial strategy for the... ....You will support sales capacity planning,... ...solving: We lead with solutions by defining an... ...in a high growth SaaS or Fintech company...Remote workWork at officeWork from home3 days per week- ...for the next generation of Financial Solutions Advisors—those with a passion... ...by using a defined consultative approach with clients to systematically... ...industry leading products, services, and education.Robust... ...0 days)Is comfortable in a sales role, finding ways to nurture...Full timeShift workDay shift
- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...to appropriate internal service providers based on client needs... ...financial service industry and/or a sales environment where goals were...Full timeTemporary workWork at officeImmediate startShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...comprehensive advice and customized solutions to clients to help them... ...services industry or sales experienceSchedule: Monday -...Hourly payFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$117k - $175.4k
...Whether you're building smarter solutions, supporting customers, or... ...delivering a variety of programs and services to our customers, ranging... ...? We are looking for a consultant or developer with extensive knowledge... ...worlds: in-person time and remote. Our approach enables our...Remote workFull timeWork at officeWork from homeHome officeFlexible hours- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...to appropriate internal service providers based on client needs... ...financial service industry and/or a sales environment where goals were...Full timeTemporary workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...to appropriate internal service providers based on client needs... ...financial services industry or sales experienceSkills:Client Experience...Hourly payFull timeTemporary workWork at officeDay shift$100k
...investment products and services for individuals,... ...and guidance.Merrill’s Financial Advisors and Wealth Management... ...client solutions that are best suited for... ...business to meet and exceed pre-defined financial targets... ...service industry and/or a sales environment where goals...Full timeWork at officeDay shift
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