1. What is a Consultant at Workiva?
The Consultant role at Workiva is a pivotal position that bridges the gap between complex enterprise data challenges and the company’s powerful connected reporting platform. Whether you are interviewing for a Solution Consultant (pre-sales) or a Professional Services Consultant (post-sales/implementation), you are expected to act as a trusted advisor to some of the world's largest organizations. Your primary mission is to help clients navigate the complexities of financial reporting, ESG (Environmental, Social, and Governance) mandates, and GRC (Governance, Risk, and Compliance) using Workiva’s cloud technology.
In this role, you will move beyond simple software configuration. You will be responsible for understanding high-stakes business problems—such as SEC filings, audit trails, and digital transformation initiatives—and designing solutions that ensure data consistency and accuracy. You will collaborate closely with Sales Directors, Customer Success Managers, and Product teams to deliver value-based demonstrations and implementation roadmaps. For candidates, this means demonstrating a rare blend of technical acumen, financial literacy, and persuasive storytelling.
