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Solutions Consultant - Financial Services at Workiva - ApplyBlast

Solutions Consultant - Financial Services

Workiva

3 months ago

4.2 on Glassdoor

United States

Hybrid

Full Time

Senior

0 applicants

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About this role

A Solution Consultant at Workiva provides pre-sales support for financial reporting solutions tailored to the Financial Services sector, including Alternative Investments, Insurance, and Banking. The role involves conducting process assessments, building proofs of concept, and delivering technical presentations to demonstrate the value of the platform to prospective clients and current customers.

Responsibilities

Execute pre-sales framework to engage customers and prospects
Conduct process assessments and build proofs of concept
Present customer-specific business cases and value propositions
Collaborate with Product Marketing and Client Services teams
Develop example solutions and prototypes to demonstrate viability

Skills

Qualifications

Undergraduate DegreeExperience in Investments/Asset ManagementExperience in Insurance or Banking industries

About Workiva

workiva.com

Headquarters

Ames, Iowa, United States

Company Size

1001-5000 employees

Founded

2008

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Workiva's cloud-based software transforms work with assured integrated reporting solutions for finance, sustainability, audit & risk—connecting people, data & processes.