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 Opportunities

Principal Product Marketing Manager, Fintech

Remote

B2B FinTech Principal Product Manager

Remote

Sr. Model Risk Analyst, Financial Crimes & Compliance

Remote

Treasury Risk Analyst

Remote

[Remote] Staff Product Manager, Fintech Risk Management

Remote

Financial Consultant | Financial Planning

Remote

Business Risk Partner - Equipment Finance & Dealer Commercial Services

Remote

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

Remote

Consultant – Hedge Fund/Family Office Controller

Remote

[Remote] Sr Financial Risk Analyst

Remote

Experienced Customer Experience Manager for APAC Region – Leading Global Financial Platform for Seamless Cross-Border Business Solutions

Remote

**Experienced Customer Service Representative – Remote Opportunity at arenaflex**

Remote

Stamping Punch Press Manual Operator – Pay up to $25/hour in Oconomowoc, WI

Remote

Part Time Remote Data Entry Clerk – No Experience ( Entry Level ) United States – workspaace – New Castle, DE

Remote

Manual QA Engineer

Remote

Remote Senior Momentum Financials Data Analyst

Remote

**Experienced Remote Data Entry Analyst – Unlock Endless Opportunities for Growth and Development at arenaflex**

Remote

Chief Technology Officer, Principal (Army)

Remote

**Experienced Live Chat Agent – Delivering Exceptional Customer Experiences with blithequark**

Remote

Experienced Remote Data Entry Pharmacy Technician – Utilizing Pioneer Rx for Efficient Patient Care and Pharmacy Operations at blithequark

Remote
← Back to Home