Solution Consultant – Western Canada
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Job Description
Solution Consultant delivering technical demonstrations, prototypes, and proofs of concept for Workiva’s AI-powered finance, risk, and sustainability platform. Supporting Canadian customers through pre-sales discovery and business-case development.
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
- Provide pre-sales technical subject matter expertise through technical and architecture presentations, product demonstrations, and value-based messaging
- Develop example solutions, prototypes, and proofs of concept
- Work with Workiva Client Services to support smooth onboarding and long-term customer 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 proposition
- Conduct process assessments and build proofs of concept to validate requirements
- Build and present customer-specific business cases
- Deliver cross-domain coaching, training, or mentoring to peers as applicable
- Collaborate with Product Marketing, Client Services, Scoping, and Customer Success
- Assist Sales in developing account plans supporting Workiva strategies and objectives
Requirements:
- Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience
- 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field
- 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
- Ability to work within Canada, the country of employment
Benefits:
- Flexible work arrangements; employees may work from an office or remotely from any location within their country of employment
- Workiva employees undergo comprehensive security and privacy training tailored to their roles
- Reasonable accommodations for applicants with disabilities
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