Implementation Consultant - Risk Management & Financial Reporting - USA Remote

  • Workiva
  • Nov 22, 2021
Full time Consultant Finance

Job Description

Our Team


Our Client Services team specializes in helping companies identify issues, provide process design suggestions, and ultimately, find a better way. Our experience with hundreds of customers using Workiva has given us unique insight into the core business problems plaguing many professionals. Our Solutions Architects (Implementation Consultants) have worked with teams on a wide variety of processes, from compliance reporting within Dodd-Frank mandates to Sarbanes-Oxley (SOX) to monthly close and budget planning reports. 


The Solutions Architect directly interfaces with customers to listen and gather customer requirements for needed services. Working closely with customers and internal teams from Sales, Product Development, and Customer Success, the Solutions Architect develops solutions within current Workiva products to meet customer needs. The Solutions Architect (SA) is responsible for listening to customer challenges and gathering customer requirements in order to develop consulting services to enable our customers to better leverage current Workiva products.


What You'll Do
Solutions Development: The Solutions Architect interacts with customers to determine their needs and develops solutions with current Workiva products to meet those needs

  • Consults with customers to determine their challenges and requirements

  • Creates custom demo solutions for customers and prospective customers

  • Provides project and relationship management to larger customers with broader needs

  • Collects feedback and learnings from custom service engagements to be leveraged in fixed scope, fixed fee services

  • Directly interfaces with customers and demonstrates complex solutions

  • Collects feedback from the field and provides it to Product Marketing and Product Development

  • Strong knowledge of Workiva products through a commitment to ongoing training


What You'll Need

  • Undergraduate Degree or equivalent combination of education and experience in a related field.


  • Advanced computer technology skills including SQL, JSON, REST in addition to Microsoft Office, and Google Workspace applications

  • Ability to master Workiva applications

  • Proven problem solving skills and business acumen

  • Ability to thrive in a dynamic, fast-paced environment, successfully multi-tasking and determining priorities to meet deadlines

  • Detail-oriented and organized

  • Self-motivated and able to work autonomously

  • Strong presentation and phone skills

  • Proven success with customer service

  • Excellent communication skills (written, verbal, and listening)



  • 3+ years of experience in services delivery preferred

Working Conditions & Physical Requirements

  • Requires 50-75% travel to meet with customers, vendors, suppliers, or attend trade shows

  • Reliable internet access for any period of time working remotely, not in a Workiva office.


How You'll Be Rewarded

  • Base Pay Range in Colorado: $70,000 - $93,000

  • An incentive typically paid quarterly

  • Restricted Stock Units granted at time of hire


The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.



Where You’ll Work


Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success:  Always delight our customers.

  • Trust: Rely on each other. 

  • Integrity: Do the right thing, every time. 

  • Collaboration: Share resources and work together. 

  • Innovation: Keep creating solutions and finding better ways. 

  • Inclusion: Support a diverse community where we all belong. 

  • Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.


At Workiva, you’ll enjoy: 

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.

  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.

  • Involvement: Ability to participate in Employee Resource Groups, (Women in Tech, Women in Sales, Ethnic Diversity, Veterans, Rainbow (LGBTQ), Remote Employees, Caregiving) Volunteering, Company wide celebrations, and more

  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

Learn more about life at Workiva:

Learn more about the company:

Learn more about benefits:

Workiva is an Equal Employment Opportunity and Affirmative Action Employer.  We believe that great minds think differently.  We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.  


Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.  Effective October 18, 2021, proof of COVID-19 vaccination is required to visit any Workiva office, attend in-person meetings, or travel for business purposes.