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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in technical sales and solution consulting, with a strong focus on integrating the Workiva platform into customer technology ecosystems. Capable of delivering impactful presentations and customized solutions that drive finance transformation and enhance customer relationships.
Highest-signal resume keywords
Technical Sales ExperienceSolution ConsultingFinancial Performance ManagementProject Management SkillsClient-Facing Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solution DeliveryData ManagementSoftware PresentationsERP SystemsBusiness Intelligence TechnologiesFinancial Performance Management ApplicationsModern Data StrategiesEnterprise IntegrationsPractical AI ApplicationsFinance and Accounting Processes
Soft Skills
Leadership SkillsInterpersonal CommunicationWritten CommunicationVerbal CommunicationInfluencing Customer Decisions
Tools & Technologies
Workiva PlatformHyperionOneStream
Industry Keywords
GRCSustainabilityESG FrameworksFinance TransformationSales Strategies
About the role
Key responsibilities & impact- Serve as technical lead for sales opportunities involving integration and data management
- Bridge technical expertise and customer needs throughout the sales process
- Facilitate IT conversations about the Workiva platform within customer technology ecosystems
- Partner with sales directors and customer-facing teams to identify customer challenges and requirements
- Coordinate cross-functional Workiva resources during customer initiatives
- Design customized solutions and help reinvent finance processes
- Create or adapt custom demonstrations for customers and prospects
- Provide project and relationship management for larger customers
- Build trusted relationships with senior customer teams
- Identify finance-organization transformation opportunities using the Workiva platform
- Drive territory and pipeline development with Sales
- Build business cases and proposals articulating Workiva’s value and ROI
- Serve as primary technical partner for enterprise opportunities
- Deliver joint customer initiatives with Workiva business partners
- Guide enterprise IT, architecture, and line-of-business leaders on modern data management, automated workflows, and practical AI
- Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability solutions
- Partner with Workiva partners and customer support teams on onboarding and long-term success
- Mentor and train team members
Requirements
What you’ll need- 6+ years of related career experience in pre-sales/solution consulting or management consulting, with a background in solution consulting, technical sales, or solution delivery
- Bachelor’s degree in a related field preferred, or equivalent practical experience
- Experience preparing and delivering software presentations/demos or implementing complex software platforms
- Experience with ERPs, business intelligence technologies, financial performance management applications such as Hyperion or OneStream, or other complex data management systems
- Highly commercial mindset with ability to influence customer decisions and contribute to sales strategies
- Strong leadership skills and client-facing consulting experience
- Ability and willingness to provide domain-knowledge training to internal and external audiences
- Project and time management skills
- Strong interpersonal, written, and verbal communication skills
- Excellent client-facing presentation skills and ability to explain complex technical topics in business-value-focused terms
- Understanding of finance and accounting processes
- Ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications
- Deep multi-domain knowledge across Financial Performance Management, GRC, or Sustainability/ESG frameworks
- Up to 30% travel for customer and internal meetings
- Reliable internet access when working remotely outside a Workiva office
Benefits
Comp & perks- Flexible workplace
- Lunch and massage arrangement
- Social gatherings
- Dedicated colleagues who help each other
- Informal and fun but focused work environment
- Opportunity for development
- Comprehensive security and privacy training tailored to the role