Senior Solutions Consultant for Data Management (Presales)

The Senior Solutions Consultant works with sales and other internal stakeholders to address and develop technical customer requirements for Workiva solutions. The Senior Solutions Consultant is responsible for uncovering customer technical requirements consultatively, delivering solutions leveraging the Workiva platform, as well as providing feedback to internal teams for product improvements.

This role is focused on understanding the connections between customers’ software systems and the management/curation of data on  the Workiva platform through our proprietary data management capabilities. The best candidates will ideally bring a strong understanding of technical platforms and ability to translate and consult on customer needs within the Workiva platform.

What You’ll Do

• Be the technical lead for sales opportunities as it relates to integration and data management externally and within the Workiva platform

• Play a critical role in the sales process – bridging the gap between technical expertise and customer needs

• Facilitate and guide IT conversations as it relates to the user and fit of the Workiva platform within a customer’s technology ecosystem

• Partner with Regional Sales Directors and other customer-facing teams to work with customers to determine their challenges and requirements

• Provide leadership with cross-functional Workiva resources throughout customer-facing initiatives

• Design customized solutions to meet customer needs and successfully reinvent their finance processes

• Work with Solutions Consultants to create or adapt custom demo solutions for customers and prospective customers

• Provide project and relationship management to larger customers with broader needs

• Develop close working relationships of trust with key senior customer’s teams

• Work across the entire spectrum of the customer’s finance organization – identifying opportunities for transformations based on innovative use of the Workiva platform

• Work with sales to build and present business cases and proposals for customers and prospects that articulate Workiva’s value and ROI

• Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives

• Manage or assist in client issue resolution

• Work closely with Workiva partner and customer support teams to ensure smooth onboarding of customers and their long term success

• Mentor and train other team members

What You’ll Need 

Minimum Qualifications 

• Undergraduate degree or equivalent combination of education and experience in a related field, such as finance, accounting, technology

• 6+ years of related career experience in customer-facing role in technical consulting, software Implementation, presales, data management or similar

Preferred Qualifications

• Understanding of data management (SQL-oriented preferred) skills and concepts

• Coding experience (Python preferred but not required)

• Experience with systems integration (REST & OData preferred)

• Experience with integration and Extract, Transform, Load (ETL) platforms and tools (e.g., Boomi, MuleSoft, Alteryx)

• Understanding of solution architecture and software development patterns

• Experience with using and/or implementing ERPs, business intelligence technologies, databases, financial performance management applications (e.g., Hyperion, OneStream, etc.) or data management platforms (SAP, Oracle, Workday etc)

• Strong leadership skills and sales consulting experience

• Creative, can-do mind-set

• Ability and willingness to provide training on domain knowledge to different audiences, internal and external

• Project and time management skills

• Strong interpersonal, written and verbal, communication skills

• Experience in team settings – attitude of camaraderie and partnership with team members

• Excellent client-facing presentation skills, including the ability to distill complex technical topics to simple explanations

• Experience preparing and delivering software presentations

• Understanding of a company’s finance and accounting processes

Travel Requirements & Working Conditions

• Up to 40% travel for customer and internal meetings

• Reliable internet access for any period of time working remotely and not in a Workiva office

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.  

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

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