Senior Solutions Consultant - Financial Services
Core
Strategic technical lead partnering with Sales to drive complex enterprise outcomes in Financial Services by bridging business transformation with advanced data architectures, ecosystem integrations, and practical AI applications.
Role type
Senior Solutions Consultant (Pre-sales/Technical Sales)
Builds
Bespoke solutions, prototypes, and proofs of concept for the Workiva platform targeting Investments, Insurance, and Banking.
Domain
Financial Services (Investments, Insurance, Banking) + Enterprise Software Architecture
Required skills
Enterprise solution consulting, technical sales, data architecture, ecosystem integrations, financial reporting, GRC, sustainability/ESG frameworks, SaaS solutions, cloud technologies, business case development, stakeholder management, mentoring
Preferred skills
Financial Services sector experience, Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, Insurance Statutory Reporting, financial management technology (Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, Workiva), ERP implementation, complex enterprise software platforms, modern data strategies, practical AI applications, finance and accounting processes
Technologies
Workiva platform, Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, ERP, BI, Financial Performance Management, GRC, Sustainability/ESG frameworks
Responsibilities
Act as primary technical lead for enterprise sales opportunities focusing on integration and data management; Partner with Regional Sales Directors to understand customer challenges and desired outcomes; Lead solution discovery and value-based conversations across Financial Reporting, GRC, and Sustainability; Facilitate conversations with enterprise IT and business leaders on technology strategy and modernisation; Provide technical presentations and product demonstrations tailored to Financial Services; Gather complex requirements and translate them into practical solutions; Design customised solutions to support transformation of finance processes; Develop prototypes and PoCs to demonstrate solution viability; Create custom demonstration environments; Build business cases and proposals articulating ROI; Support territory and pipeline development with engagement plans; Serve as primary technical partner for strategic opportunities; Provide project and relationship management for larger customers; Develop trusted relationships with senior stakeholders; Work across the customer's finance organisation to identify transformation opportunities; Provide leadership and coordination across cross-functional resources; Partner with business partners on joint initiatives; Support onboarding, adoption, and customer success; Guide leaders on modernising data management through automated workflows and AI; Mentor and train team members; Maintain a commercial mindset to influence customer decisions.
Seniority
Senior, hands-on IC with mentorship responsibilities
