Senior Solution Consultant
Core
Pre-sales support for Workiva's platform, acting as a trusted advisor to connect customer outcomes to platform capabilities and guide technical validation.
Role type
Senior Solution Consultant (Pre-Sales)
Builds
Pre-sales frameworks, account plans, Proof of Concepts, and partner-specific business cases.
Domain
Financial Reporting, GRC, and Sustainability Reporting within the Financial Services industry.
Deliverable
product features
Required skills
Pre-sales framework execution, customer discovery, product demonstration, process assessment, account planning, cross-functional collaboration, solution design, proposal development.
Preferred skills
Financial Reporting/GRC/Sustainability Reporting domain expertise, executive presentation, SaaS/cloud architecture knowledge, API integration, value-based software demonstration.
Technologies
SaaS solutions, cloud technologies, APIs.
Responsibilities
Engage customers and prospects via virtual and onsite meetings, lead product demonstrations, conduct process assessments, build Proof of Concepts, assist in developing account plans, ensure customer success during onboarding, develop new use-cases.
Seniority
Senior, hands-on IC
