Solutions Consultant – Financial Services

Overview

As a Solution Consultant, you will act as the technical lead in pre-sales, shaping how Workiva’s platform solves complex financial, risk, and sustainability challenges. You’ll deliver architecture and product demonstrations, develop proofs of concept, and translate business needs into practical, value-driven solutions. You will collaborate with sales, product marketing, and client services to drive customer success and enterprise outcomes. This role combines technical leadership with strategic storytelling to showcase measurable ROI and modernization of financial processes.

Responsibilities

• Lead pre-sales engagements with customers, prospects, and partners via multiple channels
• Develop and present technical and architecture-focused demonstrations and value messaging
• Create prototypes, example solutions, and proofs of concept to prove viability and value
• Capture complex business and technical requirements and translate them into concrete solutions
• Coordinate with Product Marketing, Client Services, Scoping, and Customer Success to meet goals
• Assist in building account plans and identifying high-value opportunities
• Provide cross-domain coaching, training, and mentoring to peers
• Partner with Sales to build business cases and ROI-driven proposals
• Support onboarding and long-term customer success through ongoing collaboration
• Act as primary technical lead for enterprise opportunities with focus on integration and data management
• Prepare and deliver customized solutions for Financial Services clients (Investments, Insurance, Banking)
• Develop solutions environments for demonstrations and customer-specific use cases
• Mentor others and share domain expertise to strengthen team capabilities
• Maintain strong commercial mindset to influence decisions and sales strategy

Key requirements

• 4+ years in pre-sales, solution consulting, technical sales, or management consulting in a complex enterprise tech environment
• Bachelor’s degree in a related field or equivalent experience
• Experience presenting to business or IT managers and executives
• Strong verbal, written, and interpersonal communication skills
• Hands-on experience with SaaS, cloud technologies, and architectures preferred
• Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions
• Ability to present value-based, compelling software demonstrations
• Travel up to 30–40% as required

• communication excellence
• self-motivation and action orientation
• relationship building with senior stakeholders
• SaaS solutions
• cloud technologies and enterprise architectures
• data management and integrations

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