AI Solution Development Consultant – Forward Deployed

Workiva

. Lead discovery workshops and working sessions with regulatory, finance, tax, and IT stakeholders .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelSenior💰 $111,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in configuring and deploying solutions on the Workiva platform, with a strong focus on regulatory reporting processes and AI integration. Proven ability to communicate complex technical concepts effectively to diverse stakeholders while ensuring successful project outcomes.

Highest-signal resume keywords

Workiva Platform ConfigurationRegulatory Reporting ProcessesAI Agent Design and ConfigurationEnterprise Software ArchitectureClient-Facing Consulting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLPythonJavaScriptEnterprise Software ImplementationData FlowsAPIsSystem IntegrationsERP SystemsBusiness Rules ConfigurationWorkflow Design

Soft Skills

CommunicationProblem-SolvingClient Relationship ManagementTrusted Advisor

Tools & Technologies

ServiceNowSalesforceSAPOracleAI Agents

Industry Keywords

Financial ReportingSustainability ReportingTax TransparencyStatutory ReportingAudit and Compliance

Tech Stack

Tools & technologies

ERPJavaScriptOraclePythonServiceNowSQL

About the role

Key responsibilities & impact

Lead discovery workshops and working sessions with regulatory, finance, tax, and IT stakeholders
Map client processes and document requirements, platform coverage, and gaps
Design, build, configure, and test client-specific solutions on the Workiva platform
Configure forms, data structures, business rules, workflows, and ERP data connections
Identify opportunities for AI and agents within reporting and compliance workflows
Configure and deploy AI agents with human review, exception handling, and audit trails
Own validation, deployment, adoption, and post-go-live outcomes
Run testing with client preparers and reviewers, resolve issues, and measure cycle time and error rates
Serve as a trusted advisor and communicate trade-offs
Document reusable configuration patterns for the shared knowledge base
Log platform gaps with evidence for Product and Engineering

Requirements

What you’ll need

Bachelor's degree in a related field or equivalent practical experience
5+ years in client-facing enterprise software consulting, implementation, or solution development, with hands-on involvement in delivering to clients
5+ years of experience working with enterprise software architecture, data flows, APIs, and system integrations
Ability to communicate complex technical concepts to both business and technical audiences
Experience with regulatory reporting processes, such as financial, sustainability, tax transparency, or statutory reporting, or related audit, risk, and compliance work
Experience configuring enterprise platforms such as ServiceNow, Salesforce, or Workiva
Experience with ERP and finance systems such as SAP or Oracle
Understanding of how upstream data quality and structure shape reporting outcomes
Practical experience designing or configuring AI agents and workflows, including prompt design, retrieval-augmented generation, output evaluation, and human-in-the-loop controls
Working knowledge of SQL, Python, or JavaScript for scripting, data manipulation, or integration
Experience working with Product Management and Engineering to turn client requirements into reusable capabilities
Experience alongside implementation partners, systems integrators, advisory firms, or audit firms
Up to 25% travel for client engagements and internal meetings
Reliable internet access when working remotely or outside a Workiva office

Benefits

Comp & perks

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match
Comprehensive employee benefits package
Flexible work location: office or remotely from any location within the employee's country of employment
Reasonable accommodations for applicants with disabilities