Senior Solution Consultant – Strategic Commercial

Workiva

. Provide pre-sales support in developing and presenting Workiva’s platform to prospective clients and current customers .

Posted 10/5/2026full-timeRemote • United StatesSenior💰 $156,000 - $255,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Reporting, GRC, and Sustainability Reporting while effectively engaging with clients to present tailored solutions. Proven ability to drive discovery processes, conduct product demonstrations, and collaborate across teams to ensure customer success.

Highest-signal resume keywords

Financial Reporting KnowledgeSaaS Solutions ExperienceCloud Technologies ProficiencyPresentation SkillsCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingGRCSustainability ReportingAPI IntegrationProcess AssessmentProofs of Concept DevelopmentBusiness Case PresentationSolution Impact DemonstrationTechnical Problem SolvingCustomer Requirements Gathering

Soft Skills

Excellent Communication SkillsSelf-MotivatedProactive CollaborationInterpersonal SkillsResults-Oriented

Tools & Technologies

Workiva PlatformCloud ArchitecturesSaaS Solutions

Industry Keywords

Pre-Sales SupportCustomer SuccessSales CycleVirtual MeetingsOnsite MeetingsAccount PlansContinuous ImprovementTraining and MentoringBusiness Needs AnalysisEnterprise Customers

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Provide pre-sales support in developing and presenting Workiva’s platform to prospective clients and current customers
Serve as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities
Engage customers, prospects, and partners through virtual and onsite meetings
Drive discovery processes and lead product demonstrations
Identify how Workiva solutions address customer and prospect needs
Demonstrate expertise across Financial Reporting, GRC, and Sustainability Reporting
Assist Sales in developing account plans aligned with Workiva strategies and objectives
Conduct process assessments and build proofs of concept to validate requirements
Build and present partner-specific business cases
Work with implementation partners and Workiva Client Services on onboarding and long-term customer success
Develop new use cases or use existing templates to demonstrate solution impact and value proposition
Potentially provide cross-domain coaching, training, or mentoring to peers
Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success teams

Requirements

What you’ll need

Minimum of 6 years of related experience
Undergraduate Degree or equivalent combination of knowledge and related career experience
Experience engaging with and presenting to business or IT managers and executives at large enterprise customers
Financial Reporting knowledge or strong aptitude and commitment to rapidly developing deep domain expertise
Excellent verbal, written, presentation, and interpersonal communication skills
Self-motivated with strong propensity for action, results and continuous improvement
Experience building processes from the ground up, including design, proposal, and cross-functional alignment
Proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements
Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills
Hands-on technical experience with SaaS solutions, cloud technologies, and architectures preferred
Experience with high-level technical aspects of connectivity and integration (API)
Capability to gather business needs and present a value-based, compelling software demonstration preferred
Up to 40% travel
Reliable internet access when working remotely
Must be authorized to work in the U.S. on a permanent basis
Must complete comprehensive security and privacy training

Benefits

Comp & perks

Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match
Comprehensive employee benefits package
Remote work from any location within the employee’s country of employment
Reasonable accommodations for applicants with disabilities