Senior Solutions Consultant - Financial Services
Core
Senior technical pre-sales lead driving complex enterprise outcomes in Financial Services by bridging business transformation with advanced data architectures, ecosystem integrations, and practical AI applications using the Workiva platform.
Role type
Senior Solutions Consultant (Pre-Sales)
Builds
Bespoke solutions, prototypes, and proofs of concept for Financial Services clients (Investments, Insurance, Banking) to demonstrate Workiva platform value.
Domain
Financial Services (Investments, Insurance, Banking) + Enterprise Data Architecture & AI
Required skills
Enterprise solution consulting, complex data architecture, ecosystem integrations, practical AI applications, financial reporting, GRC, Sustainability/ESG frameworks, SaaS solutions, cloud technologies, stakeholder management, commercial mindset, solution prototyping.
Preferred skills
Financial Services sector experience, Private/Mutual Fund Reporting, Regulatory Reporting, financial management technology (Allvue, SS&C, Oracle, SAP, Workiva), ERP implementation, modern data strategies, executive presentation skills.
Technologies
Workiva, Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, SaaS, Cloud, ERP, BI, Financial Performance Management, GRC, ESG frameworks.
Responsibilities
Act as primary technical lead for enterprise sales opportunities; lead solution discovery and value-based conversations; provide technical presentations and product demonstrations; design customised solutions addressing customer requirements; develop prototypes and proofs of concept; partner with Sales to build business cases and proposals; mentor and train team members; guide enterprise leaders on modernising data management.
Seniority
Senior, hands-on IC with mentorship responsibilities
