Senior Pre-Sales Solutions Engineer at Workiva

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Led by an action-driven leadership team, employees at Workiva develop and provide cutting-edge solutions and services to the business market. 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. This incredible culture has earned us a spot on Fortune Magazine's 100 Best Companies to work for list for the 2nd consecutive year!


As a Senior Presales Solution Engineer— Business Partner, you will work closely with Workiva Sales teams to align Workiva’s innovative platform to the technology portfolio for our customers and partners. You will coordinate technical architecture, solutions, and integration throughout the entire deal lifecycle including discovery, solution development, presentation, and proposal. Using your technical and integration knowledge, you will play an important role in the Workiva sales process; driving large, complex deals in key accounts.




The Senior Solutions Engineer serves as the technical and solution expert to assist in mapping a customer's needs to our application across one or more domain areas. In addition, the Senior Solutions Engineer leads technical discussions on sales calls with customers and partners.


While an individual contributor, the Senior Solutions Engineer is seen as a leader among their peers and proactively finds opportunities to have a cross-organizational impact, take initiatives, and may help develop and mentor others. 



  • Works with the sales team to engage customers and prospects via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs.
  • Offers subject matter expertise in Workiva technology and solutions, and demonstrates how Workiva can meet the customer's goals and objectives.
  • Present business cases and proposals that articulate Workiva's value and ROI.
  • Ensures customer success by working with Workiva Client Services team for smooth onboarding and long term success.
  • Develops and delivers compelling presentations of Workiva's platform to customers by developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition.
  • Qualifies, develops, and helps close opportunities leveraging cross organizational team members.
  • Conducts process assessments with customers, builds Proof of Concepts to validate requirements, builds and presents customer specific business cases.
  • Follows emerging market trends and provides guidance on their application to customers.
  • Presents Workiva product roadmap to customers and partners effectively.
  • Develops expertise across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impact.
  • Broadly shares subject matter, application, technical, market and customer insights and experience.
  • Leads by mentoring peers, onboarding new associates, cross-domain coaching, and leading on-going training.
  • Consistently demonstrates leadership across the team and the organization while serving as a champion of Workiva’s values.
  • Collaborates with product managers, technical specialists, and architects, to achieve team and company goals.


What You'll NeedEducation:Undergraduate Degree or equivalent combination of education and experience in a related field.Skills:

  • Excellent verbal, written, and interpersonal communication skills
  • Self-motivated with strong propensity for action, results and continuous improvement
  • The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary
  • Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
  • Knowledge of financial systems from enterprise software companies like Oracle, SAP, NetSuite, Anaplan, Workday, Sage, etc.
  • Ability to leverage sales approaches and methodologies prioritized by Workiva leadership on a consistent basis.
  • Ability to speak to multiple customer audiences from individual contributor to executive management with confidence and a tailored message.
  • Ability to establish customer connections and business relationships.
  • Can communicate, present and discuss Workiva's data flows, integration capabilities as it relates to a customer's current business processes.
  • Advanced problem solving skills with the ability to adapt to changing technology and business environments.


  • 3-5 years of experience in public accounting and/or corporate finance (FP&A).
  • 3-5 years of hands on experience with Workiva solutions or other equivalent technology.
  • Senior Associate or Consultant level in the Big Four or public accounting.
  • Experience engaging with and presenting to business managers and executives.
  • Experience with SaaS solutions, cloud technologies, and web security.
  • Experience with enterprise applications such as SAP, NetSuites, Oracle, IBM and cloud applications such as Host Analytics, Anaplan, Salesforce, etc.

 TravelUp to 70%



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: We 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:



Individuals seeking employment are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • Google AppEngineLanguages
    • Open SourceLanguages
    • Dart Languages
    • ReactLibraries
    • CassandraDatabases
    • Graph DatabaseDatabases
    • Google AnalyticsAnalytics
    • JIRAManagement
    • DrupalCMS
    • SalesforceCRM
    • MarketoLead Gen


Workiva is in an ideal location on the banks of the South Platte River surrounded by restaurants and retail shops!

An Insider's view of Workiva

What’s the vibe like in the office?

Workiva is a close-knit workplace where teamwork is highly valued—people encourage and truly appreciate the hard work of their fellow team members and treat each other as family. With everyone constantly working together to provide the best possible solutions to customers, employees take pride in developing creative products while delivering a serv


Lead Customer Success Manager

What projects are you most excited about?

Our platform is incredibly fun to build! It empowers our customers to produce complex documents involving hundreds of contributors, on extremely tight deadlines, leveraging their company’s most sensitive data, and where every single word and number must be exactly right.


VP of Product Management

How does the company support your career growth?

Workiva prides itself on sharing knowledge among peers. Our Annual Employee Learning Week encourages employees to take advantage of the wealth of knowledge available within the company and schedule time to participate in knowledge sharing sessions, training courses, and self-development opportunities.


Director of Learning and Development

What is your vision for the company?

Our mission: To build trust in the global economy with transparent data and connected reporting.

Our mission statement gives us purpose, our company values inspire us, our leadership principles guide us and our culture connects us in a workplace where we all belong.

Marty Vanderploeg


How would you describe the company’s work-life balance?

Workiva employees have access to the latest technology in order to do their jobs the best they can, from wherever they work best. New laptops and wireless internet devices mean employees can work from home or while on the road, which helps create an excellent work-life-balance.


Engineering Manager

What are Workiva Perks + Benefits

Workiva Benefits Overview

Workiva offers competitive health and wellness benefits and perks, including a medical plan that offers paid premiums for employees, generous PTO and paid time to volunteer in the community. We have a flexible and casual work environment that also offers 12 weeks of paid parental leave, the ability to work remotely as needed, and to be able to bring your dog to work with you.

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. Workiva also provides 12 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Acme Co. provides employees with a flexible work schedule that includes Flexible start and end times.
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Our game room includes Ping Pong, Pool Table, Foosball, Video Games, Darts.
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Professional Development Benefits
Job Training & Conferences
Workiva offers employees professional development opportunities like Onsite training courses, The ability to attend job related conferences and seminars.
Diversity Program
Cross functional training encouraged
Promote from within
Time allotted for learning

Additional Perks + Benefits

Company Bicycles. Healthy Snacks and Drinks. Creative Culture & Open Minded Leadership (ie: autonomous work environment). Flex, HSA, Life, AD&D, supplemental life, Long & Short Term Disability, Paternity Leave. Stock Options and ESPP. Diversity & Inclusion Committee, Women in Tech Committee.

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