Solution Consultant - Financial Services

The Solution Consultant - FSI (Financial Services) is a Pre-Sales role, responsible for listening to customer challenges and gathering customer requirements in order to offer specific technical subject matter expertise to the sales function, supporting the business and functional aspects of Workiva's platform and solutions via presentations, product demonstrations, and communication of value-based messaging about the Workiva platform. Additionally, the job requires development of example solutions, prototypes, and proofs of concept to demonstrate viability and value of Workiva solutions.The Solution Consultant role is focused on supporting our Sales Team across Banks; Insurance; and Investment firms. Workiva’s community of current customers in the Financial Services industry is extraordinary.  The successful candidate will be joining a high performing team within Workiva, working with many of the World’s most complex Financial Institutions.  This role has opened up reflecting the continued growth of our FSI client use of the Workiva Platform. Our FSI clients rely upon Workiva's unique platform to satisfy their stakeholders (internal and external) across Financial & Regulatory Reporting, Sustainability and GRC. What You'll DoInteract with customers to determine their needs and develops solutions with current Workiva products to meet those needsConsult with customers to determine their challenges and requirementsCreate custom demo solutions for customers and prospective customersConduct process assessments with customers, builds Proof of Concepts to validate requirements, builds and presents customer specific business casesAssist in developing new use-cases or by using existing templates providing proof of our solution's impact and value propositionProvide project and relationship management to larger customers with broader needsCollect feedback and learnings from custom service engagements to be leveraged in fixed scope, fixed fee servicesCollect feedback from the field and provides it to Product Marketing and Product DevelopmentAssist sales in developing account plans in support of Workiva strategies and objectivesStrong knowledge of Workiva products through a commitment to ongoing trainingWhat You’ll NeedMinimum QualificationsUndergraduate degree or equivalent combination of education and experience in a related field4+ years’ experience in industry or prior experience as a Pre-Sales Solutions Consultant for a financial banking or investments software vendor, software implementation, service delivery, consultingFluency in both Spanish and EnglishPreferred QualificationsDemonstrated knowledge within Financial Services, Bank Reporting , Insurance or Financial Reporting, platforms or related subject matterA strong understanding of both Statutory Accounting Standards as well as Regulatory Reporting Requirements.Experience engaging with and presenting to business or IT managers and executivesAbility to assess business needs and deliver a value-based, compelling software demonstrationExperience working within an Enterprise Technology Sales environment, ideally (but not a must) with SaaS technologiesStrong understanding of Post-Close reporting processesGood understanding of SQL, data ingestion and data transformationExperience in process improvement consultingExperience with business intelligence technologies, databases or data management platforms (SAP, Oracle, Workday, etc.)Experience working with fund reporting technologies (i.e. DFIN ArcReporting, Confluence Unity, FundHive, etc.)Excellent Microsoft Excel skillsCreative, entrepreneurial mindsetProven problem-solving skills and business acumenDetermined, roll up your sleeves attitudeExcellent client-facing presentation skillsProven project and time management skillsAbility to thrive in a dynamic, fast-paced environment, successfully multi-tasking and determining priorities to meet deadlinesStrong interpersonal, written and verbal communication skillsExcellent communication and presentation skillsTravel Requirement and Working ConditionsUp to 40% travel for customer and internal meetingsReliable internet access for any period of time working remotely, not in a Workiva officeWorkiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.  Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.#LI-RM1