Solution Consultant
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Job Description
Solution Consultant supporting pre-sales for Workiva’s AI-powered finance, risk, and sustainability platform. Developing demonstrations, prototypes, proofs of concept, and customer-specific business cases.
Responsibilities:
- Execute the pre-sales framework with customers, prospects, and partners via phone, web, or onsite meetings
- Drive the discovery process and identify where Workiva solutions address customer and prospect needs
- Support customer success by working with the Workiva Client Services team on onboarding and long-term success
- Develop working knowledge of industries, departments, and use cases where Workiva can have an impact
- Develop new use cases or use existing templates to demonstrate solution impact and value
- Conduct process assessments with customers
- Build proofs of concept to validate requirements
- Build and present customer-specific business cases
- Deliver cross-domain coaching, training, or mentoring to peers as needed
- Collaborate with Product Marketing, Client Services, Scoping, and Customer Success
- Assist Sales in developing account plans supporting Workiva strategies and objectives
- Provide technical subject matter expertise through technical and architecture presentations, product demonstrations, prototypes, and proofs of concept
Requirements:
- Minimum 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field
- Undergraduate Degree or equivalent combination of knowledge and related career experience
- 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
- Willingness to travel up to 30% for team and corporate meetings
- Reliable internet access for any period of time working remotely
- Candidates must be authorized to work in the U.S. on a permanent basis
- Workiva will not provide visa sponsorship for this position
Benefits:
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match
- Comprehensive employee benefits package
- Flexible work arrangements
- Reasonable accommodations for applicants with disabilities
- Security and privacy training tailored to employees’ roles
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