Lead Solution Consultant – Major Accounts
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Job Description
Lead Solution Consultant at Workiva providing technical expertise and supporting development of complex platform-wide solutions. Mentors staff and collaborates with customers to drive product adoption and strategy.
Responsibilities:
- Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures
- Educates customers on AI capabilities, security and risk considerations, and practical application, helping them evaluate how Workiva’s AI roadmap integrates with their existing AI frameworks
- Expert in multiple domain areas, or expert in a primary domain with significant expertise in others, developing working knowledge of industries, departments, and use cases where Workiva can have an impact
- Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases, mapping the entire Workiva platform to the customer's broad strategic objectives (e.g., digital transformation, risk mitigation)
- Operates as a strategic extension of the Enterprise Client Director, contributing to account planning, pipeline development, and long-term account strategy
- Independently builds and nurtures deep, trusted relationships with technical champions, acting as the primary contact for architectural strategy and future-state discussions
- Deliver world-class demo experiences that showcase the platform through clear, compelling storytelling tailored to executive audiences and business transformation goals
- Exemplify best-in-class storytelling across demos, workshops, and customer engagements to drive strong commercial outcomes
- Leads multi-solution, platform process assessments with customers and builds executive Proof of Concepts to validate requirements and prove value drivers
- Leads the development of new frameworks, best practices, processes, and reusable assets that elevate the broader SC team
- Mentors SCs across the organization, providing coaching on discovery, demo strategy, technical acumen, and executive communication
- Partners closely with cross-functional teams such as Customer Success and Value Management to influence the account planning strategy and provide continuous support to our largest customers throughout the expansion lifecycle
Requirements:
- 8+ years of experience in finance, financial reporting, software development, technical sales, or a related field with a bachelor’s degree
- Proven ability to design and deliver highly effective demonstrations of complex business software tailored to the needs of operational users, management, and executives
- Hands-on technical experience with SaaS solutions, cloud technologies, and architectures
- Financial Services industry knowledge is valuable and will be essential to success in this role. Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases
Benefits:
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
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