Senior Solution Consultant – Sustainability
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Job Description
Senior Solution Consultant guiding Workiva customers on sustainability, data integration, and AI solutions. Leading enterprise presales, technical discovery, demos, proposals, and transformation initiatives.
Responsibilities:
- Serve as technical lead for sales opportunities involving integration and data management
- Bridge technical expertise and customer needs throughout the sales process
- Facilitate IT conversations about the Workiva platform within customer technology ecosystems
- Partner with sales directors and customer-facing teams to identify customer challenges and requirements
- Coordinate cross-functional Workiva resources during customer initiatives
- Design customized solutions and help reinvent finance processes
- Create or adapt custom demonstrations for customers and prospects
- Provide project and relationship management for larger customers
- Build trusted relationships with senior customer teams
- Identify finance-organization transformation opportunities using the Workiva platform
- Drive territory and pipeline development with Sales
- Build business cases and proposals articulating Workiva’s value and ROI
- Serve as primary technical partner for enterprise opportunities
- Deliver joint customer initiatives with Workiva business partners
- Guide enterprise IT, architecture, and line-of-business leaders on modern data management, automated workflows, and practical AI
- Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions
- Partner with Workiva partners and customer support teams on onboarding and long-term success
- Mentor and train team members
Requirements:
- 6+ years of related career experience in pre-sales/solution consulting or management consulting, with a background in solution consulting, technical sales, or solution delivery
- Bachelor’s degree in a related field preferred, or equivalent practical experience
- Experience preparing and delivering software presentations/demos or implementing complex software platforms
- Experience with ERPs, business intelligence technologies, financial performance management applications such as Hyperion or OneStream, or other complex data management systems
- Highly commercial mindset with ability to influence customer decisions and contribute to sales strategies
- Strong leadership skills and client-facing consulting experience
- Ability and willingness to provide domain-knowledge training to internal and external audiences
- Project and time management skills
- Strong interpersonal, written, and verbal communication skills
- Excellent client-facing presentation skills and ability to explain complex technical topics in business-value-focused terms
- Understanding of finance and accounting processes
- Ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications
- Deep multi-domain knowledge across Financial Performance Management, GRC, or Sustainability/ESG frameworks
- Up to 30% travel for customer and internal meetings
- Reliable internet access when working remotely outside a Workiva office
Benefits:
- Flexible workplace
- Lunch and massage arrangement
- Social gatherings
- Dedicated colleagues who help each other
- Informal and fun but focused work environment
- Opportunity for development
- Comprehensive security and privacy training tailored to the role
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