CareerPlan

Solution Consultant

USA - RemoteRemoteFull-time$127k–$205k2026-10-22 → 2026-11-10
HybridNo visa sponsorship

Core

Pre-sales support for Workiva's platform, offering technical subject matter expertise, architecture presentations, product demonstrations, and developing proofs of concept to address complex customer problems.

Role type

Pre-sales Solution Consultant

Builds

Example solutions, prototypes, proofs of concept, and customer-specific business cases

Domain

Finance, Accounting, Internal Audit, SaaS, Cloud Technologies, ERP, GRC, GL, FP&A, Analytics & Reporting

Required skills

Pre-sales framework execution, discovery process management, cross-domain knowledge, process assessment, business case development, coaching/mentoring, account planning

Preferred skills

Executive presentation experience, SaaS/cloud architecture hands-on experience, ERP/GRC/GL/FP&A/Analytics solutions expertise, value-based software demonstration

Technologies

SaaS, Cloud, ERP, GRC, GL, FP&A, Analytics & Reporting

Responsibilities

Engage customers/prospects/partners via phone, web, or onsite meetings; drive discovery and identify solution alignment; work with Client Services for on-boarding; develop new use-cases and PoCs; conduct process assessments and build PoCs; present customer-specific business cases; assist in developing account plans

Seniority

Mid-level, hands-on IC