Lead Solution Consultant - Major Accounts

Workiva Inc. • New York, NY

4d

About The Position

The Lead Solution Consultant (SC) provides advanced pre-sales technical expertise to support the development, positioning and implementation of complex, platform-wide solutions. With deep knowledge across the Workiva platform, the Lead SC partners with sales, senior customer stakeholders and cross-functional teams to shape a strategic platform vision, deliver tailored and value-based demonstrations, construct long-term adoption roadmaps, and influence technical decision-making at scale. This role serves as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solution design, and guiding customers through technical validation. The Lead SC also contributes to organizational leadership by mentoring other SCs, incubating new use cases, and strengthening team standards, processes, and cross-functional alignment.

Requirements

• 8+ years of experience in finance, financial reporting, software development, technical sales, or a related field with a bachelor’s degree
• Proven ability to design and deliver highly effective demonstrations of complex business software tailored to the needs of operational users, management, and executives
• Hands-on technical experience with SaaS solutions, cloud technologies, and architectures
• 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

Nice To Haves

• Excellent verbal, written, and interpersonal communication skills
• Self-motivated with strong propensity for action, results and continuous improvement
• A strong individual contributor with intellectual curiosity to positively impacting accounts and opportunities and proven ability to oversee multiple projects, programs, and processes
• Proven experience supporting enterprise or major-account sales cycles, with the ability to navigate multi-threaded evaluations involving IT, security, and executive stakeholders
• Technology-forward mindset with a strong passion for emerging technologies and a natural curiosity for leading edge exploration in AI and data models
• Extensive experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and their related technology platforms
• Proven ability to gather business needs and present a value based, compelling software demonstration, especially with executive-level audiences

Responsibilities

• Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures
• Educates customers on AI capabilities, security and risk considerations, and practical application, helping them evaluate how Workiva’s AI roadmap integrates with their existing AI frameworks
• Expert in multiple domain areas, or expert in a primary domain with significant expertise in others, developing working knowledge of industries, departments, and use cases where Workiva can have an impact
• Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases, mapping the entire Workiva platform to the customer's broad strategic objectives (e.g., digital transformation, risk mitigation)
• Operates as a strategic extension of the Enterprise Client Director, contributing to account planning, pipeline development, and long-term account strategy
• Independently builds and nurtures deep, trusted relationships with technical champions, acting as the primary contact for architectural strategy and future-state discussions
• Deliver world-class demo experiences that showcase the platform through clear, compelling storytelling tailored to executive audiences and business transformation goals
• Exemplify best-in-class storytelling across demos, workshops, and customer engagements to drive strong commercial outcomes
• Leads multi-solution, platform process assessments with customers and builds executive Proof of Concepts to validate requirements and prove value drivers
• Leads the development of new frameworks, best practices, processes, and reusable assets that elevate the broader SC team
• Mentors SCs across the organization, providing coaching on discovery, demo strategy, technical acumen, and executive communication
• Partners closely with cross-functional teams such as Customer Success and Value Management to influence the account planning strategy and provide continuous support to our largest customers throughout the expansion lifecycle

Benefits

• 401(k) match and comprehensive employee benefits package
• Restricted Stock Units granted at time of hire
• Eligible for commission based on sales performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level