Solution Consultant

As a Solution Consultant , you partner with sales and internal stakeholders to drive the technical win across target opportunities. You move beyond basic product demonstrations to connect platform capabilities, automated data workflows, and practical AI tools directly to measurable customer outcomes. In this role, you are responsible for uncovering technical requirements consultatively, as well as developing example solutions, prototypes, and proofs of concept to validate requirements and demonstrate the enterprise value of the Workiva platform. What You’ll Do Execute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs Ensure customer success by working with Workiva Client Services team for smooth on-boarding and long term success Demonstrate knowledge across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impact Conduct both generic and targeted solution demonstrations around Financial Reporting (private financials, capital markets transactions, SEC/Advanced, and management reporting) and Controls essentials Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present customer specific business cases May begin to deliver cross-domain coaching, training, or mentoring peers Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals Assist Sales in developing account plans in support of Workiva strategies and objectives Take primary ownership of Opportunity Technical Evaluations, driving to a verified Tech Win by proving technical viability, securing key stakeholder acceptance, and demonstrating clear solution superiority over current processes Guide customers on leveraging data connectivity, automated reporting workflows, and practical AI capabilities to streamline complex reporting, GRC, and Sustainability/Carbon processes Conduct solution discovery and value presentations across Workiva 's core solutions, including Financial Reporting, GRC and Sustainability What You'll Need Minimum Qualifications 4+ years of related career experience in pre-sales/solution consulting or management consulting...

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