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Senior Value Consultant

7 Locations💼 Full-time🗓 2026-07-06 → 2026-07-31

Core

Engage directly in sales pursuits to demonstrate business value from the Workiva solution and influence sales engagements through advisory roles.

Role type

Senior Value Consultant (Pre-sales/Commercial)

Builds

Executive-level presentations with financial business cases to support customer buying decisions.

Domain

Financial technology / SaaS sales

Deliverable

product features

Required skills

Management consulting, value consulting, quantifying business drivers, executive presentation, proposal pricing, handoff to client services, industry metrics benchmarking

Preferred skills

Analytical problem solving, spreadsheet proficiency, creative problem solving, business acumen, sales, solution engineering, strategy consulting, customer success, managing customer experience pre-sales/post-sales, executing value creation principles

Technologies

Workiva solution

Responsibilities

Assist cross-functional teams in customer interviews and workshops for Value Assessments, Identify and prioritize key business drivers to align with customer outcomes, Drive production of executive presentations and financial business cases, Enable sales organization on Value Management principles, Collaborate on proposal pricing and winning bids, Ensure handoff of customer outcomes to Client Services, Collect and measure industry metrics for trends and benchmarking

Seniority

Senior, hands-on IC

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