Senior Solutions Consultant - Financial Services

Overview

Envisioned as a strategic technical lead, you partner with Sales to guide complex enterprise opportunities across finance-focused ecosystems. You own end-to-end technical wins, bridging business transformation with advanced data architectures, integrations, and practical AI, tailored to Financial Services for investments, insurance and banking. You will translate complex requirements into practical Workiva solutions, build prototypes, and support business cases that demonstrate value and ROI.

Responsibilities

• Serve as the primary technical lead for enterprise sales opportunities with emphasis on integration, data management, and ecosystem fit of the Workiva platform
• Collaborate with Regional Sales Directors and cross-functional teams to capture customer challenges and desired outcomes
• Lead discovery and value-based conversations across Financial Reporting, GRC and Sustainability cores
• Guide IT, architecture, and business leaders on technology strategy and data modernization
• Deliver technical and architecture presentations, demos, and value-based messaging for Financial Services clients
• Translate complex business/technical needs into practical Workiva solutions and design customized implementations
• Develop example solutions, prototypes and proofs of concept to prove viability and value
• Collaborate with Solution Consultants to assemble tailored demonstrations and environments
• Help build business cases and ROI-focused proposals with Sales
• Provide project and relationship management for large, complex accounts and maintain senior stakeholder relationships
• Coordinate cross-functional Workiva resources across customer initiatives
• Partner with Workiva partners on joint customer initiatives and onboarding/long-term success
• Mentor and train team members, sharing domain expertise
• Maintain a commercial mindset to influence decisions and contribute to sales strategy

Key requirements

• 6+ years in pre-sales, solution consulting, technical sales, solution delivery or management consulting in a complex enterprise tech environment

• excellent client-facing communication and storytelling
• strong problem-solving and ability to distill complex concepts into business value
• leadership, collaboration, and relationship-building
• SaaS and cloud technologies
• enterprise integrations and data management
• architectural presentations and POC development

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