The Solution Consultant provides pre-sales support in the development and presentation of our solutions to address the complex problems that Workiva's platform solves. What You’ll DoExecute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needsEnsure customer success by working with Workiva Client Services team for smooth on-boarding and long term successDemonstrate knowledge across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impactAssist in developing new use-cases or by using existing templates providing proof of our solution's impact and value propositionConduct process assessments with customers, build Proof of Concepts to validate requirements, build and present customer specific business casesMay begin to deliver cross-domain coaching, training, or mentoring peersWork with Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goalsAssist Sales in developing account plans in support of Workiva strategies and objectivesWhat You'll NeedMinimum QualificationsUndergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience 4 years of experience in finance, accounting, internal audit, software development, technical sales, or a related field Preferred QualificationsExperience engaging with and presenting to business or IT managers and executivesExcellent verbal, written, presentation, and interpersonal communication skillsSelf-motivated with strong propensity for action, results and continuous improvementConsultant level in the Big Four or public accountingHands on technical experience with SaaS solutions, cloud technologies, and architectures preferredExperience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutionsAbility to present a value based, compelling software demonstrationsTravel Requirements & Working ConditionsWillingness to travel up to 40% for team and corporate meetings, fostering relationships and representing company interests Reliable internet access for any period of time working remotely, as we embrace flexible work arrangementsAs a Solution Consultant, you will partner with Sales and internal stakeholders as a strategic technical lead to drive complex enterprise outcomes across your territory. You will move beyond traditional pre-sales to take end-to-end accountability for technical wins, bridging business transformation with advanced data architectures, ecosystem integrations and practical AI applications.You will uncover complex technical and business requirements through deep advisory discovery, guiding enterprise IT, architecture and business leaders on modernising workflows and data management to demonstrate the full value of the Workiva platform.The solutions relevant to this role are bespoke to the Financial Services sector, specifically targeting Investments, Insurance and Banking. What You'll DoAct as the primary technical lead for enterprise sales opportunities, with particular focus on integration, data management and the fit of the Workiva platform within complex customer technology ecosystems.Lead solution discovery and value-based conversations across Workiva's core solutions, including Financial Reporting, GRC and Sustainability.Facilitate and guide conversations with enterprise IT, architecture and business leaders around technology strategy, data management, integrations and modernisation.Provide technical and architecture presentations, product demonstrations and value-based messaging tailored to Financial Services customers.Design customised solutions that address customer requirements and support the transformation and modernisation of finance and business processes.Support Sales with Territory and Pipeline Development by building hypothesis-driven engagement plans, inspecting qualification gates before committing evaluation resources and identifying high-value expansion opportunities across accounts.Provide project and relationship management across larger customers with broader and more complex requirements.Develop trusted relationships with senior customer stakeholders across IT, architecture, finance and lines of business.Work across the full spectrum of the customer's finance organisation to identify opportunities for transformation through innovative use of the Workiva platform.Work closely with Workiva partner and customer support teams to support smooth onboarding, adoption and long-term customer success.Guide enterprise IT, architecture and line-of-business leaders on modernising data management through Workiva's platform, automated workflows, integrations and practical AI capabilities.Maintain a strong commercial mindset, influencing customer decisions and contributing to overall sales strategy.Bachelor's degree in a related field preferred, or equivalent practical experience.Preferred QualificationsPrevious experience working within the Financial Services sector, particularly across Investments, Insurance or Banking.Prior experience working with Private/Mutual Fund Reporting, Investor Relations, Capital Planning, Treasury, Regulatory Reporting or Insurance Statutory Reporting.Experience with financial reporting or financial management technology, such as Allvue, SS&C, Yardi, Investran, Oracle, Workday, SAP or the Workiva platform.Experience preparing and delivering software presentations, demonstrations and proofs of concept, or implementing complex enterprise software platforms such as ERP, business intelligence, financial performance management or data management technologies.Hands-on technical experience with SaaS solutions, cloud technologies and enterprise architectures, including integrations and data management.Proven ability to gather business and technical needs and translate them into compelling, value-based software demonstrations and solution proposals.Strong understanding of finance and accounting processes, with the ability to connect technology capabilities to business outcomes.Proven ability to position and consult on modern data strategies, enterprise integrations and practical AI applications within complex enterprise ecosystems.Deep multi-domain knowledge across Financial Performance Management, GRC or Sustainability/ESG frameworks.Experience engaging with and presenting to business and IT managers, senior stakeholders and executive-level audiences.Strong leadership, consulting, project and time-management skills, with the ability to manage multiple customer engagements and priorities.Ability and willingness to provide training and share domain knowledge with different internal and external audiences.Highly commercial mindset with the ability to influence customer decisions and contribute meaningfully to sales strategies.Creative, collaborative and solutions-oriented mindset, with a strong attitude of camaraderie and partnership.Travel Requirements & Working ConditionsUp to 30% travel for customer and internal meetings.Reliable internet access for any period of time working remotely and not in a Workiva office.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.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.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. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.#LIHM1SummaryLocation: LondonType: Full time
Full-Time Financial Services Associate in London employer: Workiva
Workiva is an exceptional employer that fosters a dynamic and collaborative work culture, empowering employees to innovate and excel in their roles. With a strong focus on professional development and growth opportunities, particularly in the rapidly evolving field of AI-driven solutions, team members are encouraged to expand their skills and make a meaningful impact across EMEA. The company's commitment to leveraging cutting-edge technology and insights ensures that employees are at the forefront of industry advancements, making Workiva a truly rewarding place to build a career.
