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The Solution Consultant partners with sales and other internal stakeholders to address and develop technical customer requirements for Workiva solutions. The Solution Consultant is responsible for uncovering customer technical requirements consultatively, delivering solutions leveraging the Workiva platform, as well as providing feedback to internal teams for product improvements.
This role is focused on understanding the connections between customers’ software systems and the management/curation of data on the Workiva platform through our proprietary data management capabilities. The best candidates will ideally bring a strong understanding of technical platforms and ability to translate and consult on customer needs within the Workiva platform.
As a Solution Consultant, you go beyond traditional pre-sales by taking end-to-end accountability for technical outcomes across your territory. You act as a Strategic Platform Advisor, bridging complex business transformation with advanced data architectures, ecosystem integrations, and practical AI applications.
What You’ll Do
Be the technical lead for sales opportunities as it relates to integration and data management externally and within the Workiva platform Play a critical role in the sales process - bridging the gap between technical expertise and customer needs Facilitate and guide IT conversations as it relates to the user and fit of the Workiva platform within a customer’s technology ecosystem Partner with Regional Sales Directors and other customer-facing teams to work with customers to determine their challenges and requirements Provide leadership with cross-functional Workiva resources throughout customer-facing initiatives Design customized solutions to meet customer needs and successfully reinvent their finance processes Work with Solution Consultants to create or adapt custom demo solutions for customers and prospective customers Provide project and relationship management to larger customers with broader needs Develop close working relationships of trust with key senior customer's teams Work across the entire spectrum of the customer’s finance organization - identifying opportunities for transformations based on innovative use of the Workiva platform
Partner with Sales to drive Territory & Pipeline Development. Build hypothesis-driven engagement plans, inspect qualification gates before committing evaluation resources, and identify high-value expansion opportunities across accounts
Work with sales to build and present business cases and proposals for customers and prospects that articulate Workiva ’s value and ROI Serve as the primary technical partner for enterprise opportunities Work with selected Workiva business partners in joint customer initiatives to bring Workiva and business partner value by delivering customer business objectives Guide enterprise IT, architecture, and line-of-business leaders on modernizing data management using Workiva 's platform, automated workflows, and practical AI capabilities Conduct solution discovery and value presentations across Workiva 's core solutions, including Financial Reporting, GRC and Sustainability Work closely with Workiva partner and customer support teams to ensure smooth onboarding of customers and their long term success Mentor and train other team members
What You’ll Need
Minimum Qualifications
4+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent) with a background in solution consulting, technical sales, or solution delivery
Bachelor’s degree in a related field preferred, or equivalent practical experience similar
Preferred qualifications
Deep domain knowledge of sustainability and ESG reporting frameworks (CSRD/ESRS, GRI, ISSB, TCFD, EU Taxonomy) and carbon accounting practice across Scope 1, 2 and 3 under the GHG Protocol
Experience preparing and delivering software presentations/demos (presales/sales consulting experience) OR experience with implementing complex software platforms (e.g., ERPs, business intelligence technologies, financial performance management applications like Hyperion, OneStream, or other complex data management systems)
Highly commercial mindset with the ability to influence customer decisions and contribute to sales strategies
Strong leadership skills and client-facing consulting experience
Creative, can-do mind-set
Ability and willingness to provide training on domain knowledge to different audiences, internal and external
Project and time management skills
Strong interpersonal, written and verbal communication skills
Experience in team settings - attitude of camaraderie and partnership with team members
Excellent client-facing presentation skills, including the ability to distill complex technical topics into simple, business-value-focused explanations
Understanding of a company’s finance and accounting processes
Proven ability to position and consult on modern data strategies, enterprise integrations, and practical AI applications (e.g., automated data curation, machine learning, or predictive analytics) within complex enterprise ecosystems.
Travel Requirements & Working Conditions
Up to 30% travel for customer and internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva , you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email .
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.