Solutions Consultant – Financial Services
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Job Description
Solution Consultant providing pre-sales support in financial reporting solutions at Workiva. Engaging with clients to demonstrate technical value specific to financial services.
Responsibilities:
- Execute a pre-sales framework to engage customers, prospects, and partners; drive the discovery process; and identify areas where Workiva solutions align to address customer/prospect needs
- Assist sales in developing account plans in support of Workiva strategies and objectives
- Conduct process assessments with customers, build Proof of Concepts to validate requirements, and present customer-specific business cases
- Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition
- Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
- Deliver cross-domain coaching, training, or mentoring to peers
- Demonstrate knowledge across multiple domains, industries, and departments
Requirements:
- Requires a minimum of 4 years of related experience
- Undergraduate Degree or equivalent combination of knowledge and related career experience
- Experience selling to or working in Investments/Asset Management, insurance or Banking industries
- Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting
- Experience with financial reporting technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform
- Hands-on technical experience with SaaS solutions, cloud technologies, and architectures
- Ability to gather business needs and present a value-based, compelling software demonstration
- Experience engaging with and presenting to business or IT managers and executives
- Excellent verbal, written, presentation, and interpersonal communication skills
- Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills
- Self-motivated with a strong propensity for action, results, and continuous improvement.
Benefits:
- On Target Earnings (OTE) range in the US: 127,000.00 - 203,000.00 USD Annual
- 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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