Senior Solutions Consultant - Financial Services

Salary

Core Qualifications

Preferred Qualifications

Key Responsibilities

• •Act as the primary technical lead for enterprise sales opportunities, with particular focus on integration, data management and the fit of the Workiva platform within complex customer technology ecosystems.
• •Partner closely with Regional Sales Directors and other customer-facing teams to understand customer challenges, requirements and desired business outcomes.
• •Lead solution discovery and value-based conversations across Workiva's core solutions, including Financial Reporting, GRC and Sustainability.
• •Facilitate and guide conversations with enterprise IT, architecture and business leaders around technology strategy, data management, integrations and modernisation.
• •Provide technical and architecture presentations, product demonstrations and value-based messaging tailored to Financial Services customers.
• •Gather complex business and technical requirements and translate them into compelling, practical solutions using the Workiva platform.
• •Design customised solutions that address customer requirements and support the transformation and modernisation of finance and business processes.
• •Develop example solutions, prototypes and proofs of concept to demonstrate the viability, functionality and value of Workiva's solutions.
• •Work with Solution Consultants to create or adapt custom demonstration environments and solutions for customers and prospective customers.
• •Partner with Sales to build business cases and proposals that clearly articulate Workiva's value, business outcomes and ROI.
• •Support Sales with Territory and Pipeline Development by building hypothesis-driven engagement plans, inspecting qualification gates before committing evaluation resources and identifying high-value expansion opportunities across accounts.
• •Serve as the primary technical partner for strategic and complex enterprise opportunities.
• •Provide project and relationship management across larger customers with broader and more complex requirements.
• •Develop trusted relationships with senior customer stakeholders across IT, architecture, finance and lines of business.
• •Work across the full spectrum of the customer's finance organisation to identify opportunities for transformation through innovative use of the Workiva platform.
• •Provide leadership and coordination across cross-functional Workiva resources throughout customer-facing initiatives.
• •Partner with selected Workiva business partners on joint customer initiatives to deliver against customer business objectives.
• •Work closely with Workiva partner and customer support teams to support smooth onboarding, adoption and long-term customer success.
• •Guide enterprise IT, architecture and line-of-business leaders on modernising data management through Workiva's platform, automated workflows, integrations and practical AI capabilities.
• •Mentor and train other team members, sharing technical, industry and domain expertise.
• •Maintain a strong commercial mindset, influencing customer decisions and contributing to overall sales strategy.