Pre-Sales Solution Engineer (MA remote)

Presales Solution Engineer 

The Presales Solution Engineer (PSE) will work closely with Workiva's sales teams to align Workiva’s innovative finance and accounting platform to a variety of solution portfolios for our customers and partners.   They will coordinate Sales, Product and Services throughout the entire deal lifecycle including discovery, solution development, presentation and proposal.

 Using their knowledge of various ERP/ERM solutions for the office of finance, PSE's will play an important role on the Workiva sales teams supporting complex deals in key accounts with a focus on driving large deals.

LOCATION: Will consider qualified candidates based in the Northeastern US.

 What you’ll do:

  • Presales Go-to-Market Leadership – contribute to the ongoing development of our playbook and demonstration environment working closely with our alliance team, and product and delivery teams. Lead the ongoing training to our broader community of pre-sales consultants. Working closely with Product, Marketing and Services they will assist in the development of other assets (e.g., workshop enablers, use cases, competitive comparisons, sales/partner training, whitepapers, webcasts, etc.) and help with evangelizing our product.
  • Hands On – Use your business and application understanding to conceptualize and configure demos that showcase Workiva’s ability to address customer needs
  • Support Sales - Partner with Regional Sales Directors to support the full life cycle of account and opportunity development. Collaborate with all Workiva groups (product managers, engineering, customer success, and other groups) ensuring the successful execution of the account strategy
  • Design Solutions – Using a business process orientation, and familiarity with partner solutions and application expertise, you will design approaches and business solutions to meet the customer's goals and objectives.
  • Present and Compel- Develop and deliver compelling presentations of Workiva’s technology platform to customers to provide proof of our technology’s impact and compelling value proposition.
  • Build Business Cases – Work as part of the sales team to build and present business cases and proposals for customers and prospects that articulate a joint partnership/Workiva value and ROI.
  • Ensure Customer Success – Work with Workiva partners, Client Services and Customer Success teams to ensure smooth onboarding of customers and their long term success with our SaaS platform.
  • Drive Innovation – Keep up on Workiva and partner technology innovations as well as customer requirements to provide a feedback loop on customer and market needs to Workiva Product Management and Development groups.

 What you’ll need:

  • Qualifications
  • Client interfacing skills - Strong ability to demonstrate and persuade using influencing skills and relating to prospective customers in a consultative manner
  • Experience building relationships and becoming viewed as a trusted advisor to customers in achieving their business goals
  • Experience creating and delivering compelling presentations and software demonstrations
  • Understanding of SaaS and/or Cloud based solutions and ecosystems
  • Positive, goal-oriented attitude that focuses on finding solutions and overcoming obstacles
  • Strong sense of customer service and proven ability to meet established timelines
  • Demonstrate integrity, trustworthiness and good judgment
  • Ability to thrive in a dynamic, fast-paced environment

  • Preferred Qualifications
  • Presales, consulting, implementation or project management experience configuring and demonstrating ERP/Financials Suite of products
  • Understanding of SaaS and/or Cloud based solutions and ecosystems
  • Experience with Cloud Platform Integration
  • Experience with Finance Systems - ERP, analytical reporting and modeling, budgeting and planning, financial close, GL, FP&A, Management Reporting, Financial Accounting and Reporting
  • Current technical knowledge of leading Cloud ecosystems
  • Expertise designing SaaS solutions in for enterprise customers


  • Requirements
  • Prior experience with financial reporting software
  • Work with prospective clients, partners, and internal stakeholders around new problem domains
  • Client Interfacing skills – communications, problem solving, and presentation
  • Bachelor's degree - Accounting, Finance, technology or related fields preferred
  • 30-70% travel to meet customers, internal trainings and attend conferences

Where You'll Work:

We firmly believe our people are our greatest assets, and our unique culture gives employees the opportunity to not only make a difference, but BE the difference. Employees at Workiva develop and provide cutting-edge solutions and services to the business market. We hire smart, talented people with a wide range of skills who are hungry to tackle some of today’s most challenging problems.  Workiva offers a creative culture and open-minded leadership. We want you to thrive, which is why we provide you with perks like:

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
  • Health & Wellness: Need a break? Hit the relaxation room, or take a bike ride.
  • Employee Stock Purchase Plan: Purchase company stock at a 15% discounted rate.
  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
  • Work-life Balance: Start with 40 hours of paid time off on your first day, accruing up to 120 in your first year and increases based on years of service. Many departments allow team members to work remotely on an as needed basis.
  • Extras: Free healthy snacks and drinks, Friday social hours with stocked fridges, awesome team outings, and even five dog-friendly offices.
  • Learn more on our Muse Page

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