Solutions Consultant - Financial Services
Core
Pre-sales support for bespoke financial reporting solutions targeting Alternative Investments, Insurance/Reinsurance, and Banking sectors.
Role type
Solutions Consultant (Pre-sales)
Builds
Proof of Concepts, prototypes, and value-based demonstrations for Workiva's financial reporting platform.
Domain
Financial Services (Alternative Investments, Insurance, Banking) + Financial Reporting Technology
Deliverable
product features
Required skills
Pre-sales framework execution, process assessment, solution architecture, technical subject matter expertise in financial reporting, SaaS/cloud architecture knowledge, executive presentation skills
Preferred skills
Experience with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, Insurance Statutory Reporting, familiarity with Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, or Workiva platform
Technologies
Workiva platform, Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, SaaS, cloud technologies
Responsibilities
Engage customers and prospects to drive discovery and identify solution alignment, conduct process assessments and build Proof of Concepts, present customer-specific business cases and value propositions, collaborate with Product Marketing and Client Services to achieve goals
Seniority
Mid-Senior, hands-on IC
