[Remote] Solutions Consultant - Financial Services
Note: The job is a remote job and is open to candidates in USA. Workiva is a platform designed to enhance confidence and control in complex organizations. The Solutions Consultant will provide pre-sales support in developing and presenting financial reporting solutions, focusing on the Financial Services sector and engaging with clients to address their needs.
Responsibilities
- Execute a pre-sales framework to engage customers, prospects, and partners; drive the discovery process; and identify areas where Workiva solutions align to address customer/prospect needs
- 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, and present customer-specific business cases
- Assist in developing new use-cases or utilize existing templates to provide proof of our solution's value proposition
- Work with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals
- Deliver cross-domain coaching, training, or mentoring to peers
- Demonstrate knowledge across multiple domains, industries, and departments
Skills
- Requires a minimum of 4 years of related experience
- Undergraduate Degree or equivalent combination of knowledge and related career experience
- Experience selling to or working in Investments/Asset Management, insurance or Banking industries
- Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting, or Insurance Statutory Reporting
- Experience with financial reporting technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform
- Hands-on technical experience with SaaS solutions, cloud technologies, and architectures
- Capability to gather business needs and present a value-based, compelling software demonstration
- Experience engaging with and presenting to business or IT managers and executives
- Excellent verbal, written, presentation, and interpersonal communication skills
- Ability to solve problems and articulate solutions to business problems with strong communication and presentation skills
- Self-motivated with a strong propensity for action, results, and continuous improvement
Benefits
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
- Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
Company Overview
Company H1B Sponsorship