Workiva · 2 weeks ago
Lead Solution Consultant - Major Accounts
North Carolina, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$190K/yr - $306K/yr
8+ years expWorkiva is a company that provides advanced pre-sales technical expertise to support complex platform-wide solutions. The Lead Solution Consultant will partner with sales and customer stakeholders to shape strategic platform visions, deliver tailored demonstrations, and guide customers through technical validation while mentoring other consultants.
AnalyticsBusiness Process Automation (BPA)Enterprise SoftwareGovernmentRisk ManagementSoftware
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
Qualification
Required
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
Preferred
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
Benefits
Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package
Company
Workiva
Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.
1001-5000 employees
H1B Sponsorship
Workiva has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$680.58MKey Investors
Bluestem Capital
2023-08-14Post Ipo Debt· $625M
2014-12-12IPO
2014-10-17Series Unknown· $0.69M
Leadership Team
Julie Iskow
President & CEO
Penny Ashley Lawrence
SVP, CPX (Customer & Partner Experience)
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