Solution Consultant
Core
Strategic Platform Advisor bridging complex business transformation with advanced data architectures, ecosystem integrations, and practical AI applications for enterprise finance, risk, and sustainability.
Role type
Senior IC Solution Consultant (Pre-sales & Technical Delivery)
Builds
Customized solutions for enterprise finance processes, automated workflows, and practical AI capabilities on the Workiva platform.
Domain
Enterprise Finance, Risk, Sustainability, Data Management, ESG Reporting
Required skills
Pre-sales/solution consulting or management consulting experience, Technical platform understanding, Data management capabilities, Enterprise integration knowledge, Financial reporting expertise, ESG/Carbon accounting knowledge, Solution discovery and value presentation, Stakeholder management, Project and relationship management, Business case development
Preferred skills
Sustainability and ESG reporting frameworks (CSRD/ESRS, GRI, ISSB, TCFD), Carbon accounting practice, Complex software implementation experience (ERP, BI, FP&A), Modern data strategy consulting, Practical AI applications (automated data curation, machine learning, predictive analytics), Training and mentoring
Technologies
Workiva platform, ERPs, Business Intelligence technologies, Financial Performance Management applications (Hyperion, OneStream), Automated workflows, Machine learning, Predictive analytics
Responsibilities
Act as technical lead for sales opportunities regarding integration and data management, Facilitate IT conversations for platform fit within customer ecosystems, Design customized solutions to reinvent finance processes, Create or adapt custom demo solutions, Provide project and relationship management for larger customers, Build hypothesis-driven engagement plans and business cases, Guide enterprise leaders on modernizing data management, Conduct solution discovery and value presentations, Ensure smooth customer onboarding and success, Mentor and train team members
Seniority
Senior, hands-on IC with strategic advisory responsibilities
