Senior Solutions Consultant - Financial Services

As a Senior Solution Consultant, you serve as the strategic technical lead in complex enterprise sales, owning end-to-end technical wins and bridging transformation with data architectures and AI. You guide IT and business leaders through modernisation, showcasing value of the Workiva platform across Financial Reporting, GRC and Sustainability. You develop prototypes and proofs of concept, tailoring demonstrations and architecture discussions to financial services customers to drive impactful outcomes.

• Lead as the primary technical partner for enterprise sales opportunities, focusing on integrations and data management within customer ecosystems
• Partner with Regional Sales Directors to understand challenges and desired outcomes
• Lead discovery and value-based conversations across core Workiva solutions (Financial Reporting, GRC, Sustainability)
• Guide conversations with IT, architecture, and business leaders on technology strategy and modernization
• Deliver technical/architecture presentations, product demos and value messaging for Financial Services clients
• Translate complex requirements into practical Workiva solutions and design customized transformations
• Develop example solutions, prototypes and proofs of concept to show viability and value
• Collaborate with Solution Consultants to create adaptable demo environments
• Support sales with business cases and ROI-focused proposals
• Drive territory development with hypothesis-driven engagement plans and identify expansion opportunities
• Provide leadership across cross-functional resources and manage multiple engagements
• Build trusted relationships with senior stakeholders across IT, finance, and lines of business
• Guide transformation opportunities through innovative use of Workiva platform, automation, integrations and AI capabilities
• Mentor and train teammates, sharing expertise and domain knowledge
• Maintain a commercial mindset to influence customer decisions and sales strategy
• Ensure smooth onboarding, adoption, and long-term customer success with partners and support teams

• 6+ years of relevant experience in pre-sales, solution consulting, technical sales, or related roles in complex enterprise environments
• Bachelor's degree in a related field preferred, or equivalent practical experience
• Proven experience in Financial Services sector (Investments, Insurance or Banking) or related areas
• Experience with financial reporting/management tech (e.g., Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP, or Workiva)
• Hands-on SaaS, cloud, and enterprise architecture experience, including integrations and data management
• Ability to translate business and technical needs into compelling demonstrations and proposals
• Strong understanding of finance and accounting processes and how tech enables business outcomes
• Proven ability to position modern data strategies, enterprise integrations, and practical AI within complex ecosystems
• Experience engaging with senior stakeholders and executives, with clear client-facing communication
• Strong problem-solving, leadership, project management and time-management skills
• Willingness to train others and share domain knowledge
• Highly commercial mindset with ability to influence decisions
• Collaborative, creative, and solutions-oriented with a strong partnership ethos
• Self-motivated with action orientation and continuous improvement
• Up to 30% travel

• communication excellent
• leadership and consulting
• problem-solving
• SaaS and cloud technologies
• enterprise architectures
• data management and integrations