Solution Consultant

Workiva

. Execute the pre-sales framework with customers, prospects, and partners via phone, web, or onsite meetings .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $127,000 - $205,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in pre-sales processes, technical sales, and customer engagement, with a strong focus on delivering compelling software demonstrations and building business cases. Proficient in collaborating across teams to drive customer success and develop impactful use cases for SaaS solutions.

Highest-signal resume keywords

Technical Sales ExperienceSaaS Solutions ExpertiseERP and GRC KnowledgePresentation SkillsConsultant Level Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Software DevelopmentCloud TechnologiesProcess AssessmentProofs of ConceptBusiness Case DevelopmentAnalytics and Reporting SolutionsFP&AInternal AuditTechnical Subject Matter ExpertiseUse Case Development

Soft Skills

Excellent Communication SkillsSelf-MotivatedResults-OrientedInterpersonal SkillsContinuous Improvement Mindset

Certifications & Qualifications

Undergraduate Degree

Industry Keywords

FinanceAccountingBig FourPublic AccountingClient ServicesProduct MarketingCustomer SuccessIT ManagementBusiness ManagementTechnical Presentations

Tech Stack

Tools & technologies

CloudERP

About the role

Key responsibilities & impact

Execute the pre-sales framework with customers, prospects, and partners via phone, web, or onsite meetings
Drive the discovery process and identify where Workiva solutions address customer and prospect needs
Support customer success by working with the Workiva Client Services team on onboarding and long-term success
Develop working knowledge of industries, departments, and use cases where Workiva can have an impact
Develop new use cases or use existing templates to demonstrate solution impact and value
Conduct process assessments with customers
Build proofs of concept to validate requirements
Build and present customer-specific business cases
Deliver cross-domain coaching, training, or mentoring to peers as needed
Collaborate with Product Marketing, Client Services, Scoping, and Customer Success
Assist Sales in developing account plans supporting Workiva strategies and objectives
Provide technical subject matter expertise through technical and architecture presentations, product demonstrations, prototypes, and proofs of concept

Requirements

What you’ll need

Minimum 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field
Undergraduate Degree or equivalent combination of knowledge and related career experience
Experience engaging with and presenting to business or IT managers and executives
Excellent verbal, written, presentation, and interpersonal communication skills
Self-motivated with strong propensity for action, results and continuous improvement
Consultant level in the Big Four or public accounting
Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred
Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions
Ability to present a value based, compelling software demonstrations
Willingness to travel up to 30% for team and corporate meetings
Reliable internet access for any period of time working remotely
Candidates must be authorized to work in the U.S. on a permanent basis
Workiva will not provide visa sponsorship for this position

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
Flexible work arrangements
Reasonable accommodations for applicants with disabilities
Security and privacy training tailored to employees’ roles