Senior Solutions Consultant (Financial Services)

pulliAs a Senior Solution Consultant, you will partner with Sales and internal stakeholders as a strategic technical lead to drive complex enterprise outcomes across your territory /liliYou will move beyond traditional pre-sales to take end-to-end accountability for technical wins, bridging business transformation with advanced data architectures, ecosystem integrations and practical AI applications /liliYou will uncover complex technical and business requirements through deep advisory discovery, guiding enterprise IT, architecture and business leaders on modernising workflows and data management to demonstrate the full value of the Workiva platform /liliThe solutions relevant to this role are bespoke to the Financial Services sector, specifically targeting Investments, Insurance and Banking /liliYou will bring specific technical subject matter expertise to the Sales function, supporting both the business and functional aspects of the Workiva platform through technical and architecture presentations, product demonstrations and value-based messaging /liliYou will also develop example solutions, prototypes and proofs of concept to demonstrate the viability and value of Workiva’s solutions /liliAct as the primary technical lead for enterprise sales opportunities, with particular focus on integration, data management and the fit of the Workiva platform within complex customer technology ecosystems /liliPartner closely with Regional Sales Directors and other customer-facing teams to understand customer challenges, requirements and desired business outcomes /liliLead solution discovery and value-based conversations across Workiva’s core solutions, including Financial Reporting, GRC and Sustainability /liliFacilitate and guide conversations with enterprise IT, architecture and business leaders around technology strategy, data management, integrations and modernisation /liliProvide technical and architecture presentations, product demonstrations and value-based messaging tailored to Financial Services customers /liliGather complex business and technical requirements and translate them into compelling, practical solutions using the Workiva platform /liliDesign customised solutions that address customer requirements and support the transformation and modernisation of finance and business processes /liliDevelop example solutions, prototypes and proofs of concept to demonstrate the viability, functionality and value of Workiva’s solutions /liliWork with Solution Consultants to create or adapt custom demonstration environments and solutions for customers and prospective customers /liliPartner with Sales to build business cases and proposals that clearly articulate Workiva’s value, business outcomes and ROI /liliSupport Sales with Territory and Pipeline Development by building hypothesis-driven engagement plans, inspecting qualification gates before committing evaluation resources and identifying high-value expansion opportunities across accounts /liliServe as the primary technical partner for strategic and complex enterprise opportunities /liliProvide project and relationship management across larger customers with broader and more complex requirements /liliDevelop trusted relationships with senior customer stakeholders across IT, architecture, finance and lines of business /liliWork across the full spectrum of the customer’s finance organisation to identify opportunities for transformation through innovative use of the Workiva platform /liliProvide leadership and coordination across cross-functional Workiva resources throughout customer-facing initiatives /liliPartner with selected Workiva business partners on joint customer initiatives to deliver against customer business objectives /liliWork closely with Workiva partner and customer support teams to support smooth onboarding, adoption and long-term customer success /liliGuide enterprise IT, architecture and line-of-business leaders on modernising data management through Workiva’s platform, automated workflows, integrations and practical AI capabilities /liliMentor and train other team members, sharing technical, industry and domain expertise /liliMaintain a strong commercial mindset, influencing customer decisions and contributing to overall sales strategy /li /ululliBachelor’s degree in a related field preferred, or equivalent practical experience6+ years of relevant experience in pre-sales, solution consulting, technical sales, solution delivery or management consulting within a complex enterprise technology environment /liliAbility and willingness to provide training and share domain knowledge with different internal and external audiences /liliCreative, collaborative and solutions-oriented mindset, with a strong attitude of camaraderie and partnership /liliReliable internet access for any period of time working remotely and not in a Workiva office /liliPrevious experience working within the Financial Services sector, particularly across Investments, Insurance or Banking /liliPrior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting or Insurance Statutory Reporting /liliExperience with financial reporting or financial management technology, such as Allvue, SSC, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform /liliExperience preparing and delivering software presentations, demonstrations and proofs of concept, or implementing complex enterprise software platforms such as ERP, business intelligence, financial performance management or data management technologies /liliHands-on technical experience with SaaS solutions, cloud technologies and enterprise architectures, including integrations and data management /liliStrong understanding of finance and accounting processes, with the ability to connect technology capabilities to business outcomes /liliProven ability to gather business and technical needs and translate them into compelling, value-based software demonstrations and solution proposals /liliProven ability to position and consult on modern data strategies, enterprise integrations and practical AI applications within complex enterprise ecosystems /liliDeep multi-domain knowledge across Financial Performance Management, GRC or Sustainability/ESG frameworks /liliExperience engaging with and presenting to business and IT managers, senior stakeholders and executive-level audiences /liliExcellent client-facing presentation, verbal, written and interpersonal communication skills, with the ability to distil complex technical concepts into clear, business-value-focused messages /liliStrong problem-solving ability, with the capability to understand complex business challenges and articulate practical, effective technology solutions /liliStrong leadership, consulting, project and time-management skills, with the ability to manage multiple customer engagements and priorities /liliSelf-motivated with a strong propensity for action, results and continuous improvement /liliHighly commercial mindset with the ability to influence customer decisions and contribute meaningfully to sales strategies /li /ul /p #J-18808-Ljbffr