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 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

**Experienced Full Stack Data Entry Specialist – High Paying Remote Opportunities at arenaflex**

Remote Full-time

Experienced Remote Customer Service Manager for Long-Term Opportunities – Leading Customer Experience and Team Development at blithequark

Remote Full-time

Game Builder Intern

Remote Full-time

[Remote] Patient Quality Representative

Remote Full-time

**Experienced Full Stack Data Entry Specialist – Remote Data Management and Compliance**

Remote Full-time

RN- Complex Nurse Case Manager- Remote

Remote Full-time

Experienced Customer Support Specialist – Remote Work Opportunity with arenaflex, Delivering Exceptional Service and Technical Expertise

Remote Full-time

Sr. Advisor Security Architect Identify Focused - Remote EST Hours

Remote Full-time

Remote Registered Dietitian or CNS - Flexible Hours, Work from Anywhere

Remote Full-time

Salesforce Administrator

Remote Full-time
← Back to Home