Senior Solution Consultant – Financial Services

Remote Full-time
Job Description: • Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs • Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact • Translate the specific needs of the Financial Services industry into Workiva solutions • Assist sales in developing account plans in support of Workiva strategies and objectives • Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases • Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success • Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition • May begin to deliver cross-domain coaching, training, or mentoring peers • Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals Requirements: • Requires a minimum of 6 years of related experience with a Bachelor’s degree; or 4 years and a Master’s degree; or 2 years and a PhD • Financial Services industry knowledge is valuable and will be essential to success in this role. • Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases • Experience engaging with and presenting to business or IT managers and executives • Excellent verbal, written, presentation, and interpersonal communication skills • Self-motivated with strong propensity for action, results and continuous improvement • Experience building processes from the ground up, including design, proposal, and cross-functional alignment • Demonstrates proactive collaboration and feedback to product management teams to capture new customer requirements and enhancements, may require guidance as needed • Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills • Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred • Experience with high level technical aspects of connectivity and integration (API) Benefits: • On Target Earnings (OTE) range in the US: 156,000.00 - 253,000.00 USD Annual • Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package Apply tot his job
Apply Now →

Similar Jobs

Principal Product Marketing Manager, Fintech

Remote Full-time

B2B FinTech Principal Product Manager

Remote Full-time

Sr. Model Risk Analyst, Financial Crimes & Compliance

Remote Full-time

Treasury Risk Analyst

Remote Full-time

[Remote] Staff Product Manager, Fintech Risk Management

Remote Full-time

Financial Consultant | Financial Planning

Remote Full-time

Business Risk Partner - Equipment Finance & Dealer Commercial Services

Remote Full-time

[Remote] Digital Product Manager (Edtech OR Fintech exp NEEDED) *REMOTE*

Remote Full-time

Consultant – Hedge Fund/Family Office Controller

Remote Full-time

[Remote] Sr Financial Risk Analyst

Remote Full-time

Driver Apprentice

Remote Full-time

Content Claims Specialist - Field

Remote Full-time

Experienced Remote Focus Group Panelist and Data Entry Clerk – Part-Time Work from Home Opportunity with Flexible Hours and Competitive Compensation

Remote Full-time

Software Engineer I, Visualization

Remote Full-time

Dynamic and Results-Driven Entry Level Customer Service Representative for Community Outreach and Engagement at blithequark

Remote Full-time

Experienced Live Chat Support Specialist for Social Media and Website Management – No Prior Experience Necessary for Immediate Start at arenaflex

Remote Full-time

Senior Account Manager, Gas & Convenience

Remote Full-time

Hybrid Veterinary Receptionist – Clarendon Hills, IL

Remote Full-time

Experienced Remote Data Entry Specialist – Accurate and Efficient Data Management for a Dynamic Virtual Team at blithequark

Remote Full-time

**Experienced Part-Time Remote Data Entry Specialist – CVS Health**

Remote Full-time
← Back to Home