Presales Implementation Consultant

Summary

The Presales Implementation Consultant directly interfaces with current and potential Workiva customers to determine and recommend platform implementation strategies during the sales process. These strategies may include a combination of Workiva Professional Services, Workiva implementation partners, and/or customer resources. This role is responsible for developing and presenting up to date content to customers to ensure the customer is informed with the appropriate implementation expectations.

What You’ll Do

• Drive the communication with the customer regarding implementation expectations, which includes developing and presenting delivery strategies to assist customers with implementation planning to meet their goals

• Collaborate with sales and other cross-functional Workiva teams to advise on implementation discussions to help customers ensure their success with Workiva

• Learn, apply and improve internal frameworks to prepare customized presentations to discuss implementation planning with prospective customers

• Develop strong understanding of Workiva Solutions and Services, including consulting hours and fixed fee services

• Interface directly with strategic implementation partners, offers insights to help teams prepare, and provides input on implementation expectations to develop joint go-to-market proposals for prospective customers

• Actively track key deals and provide insight on forecast probability, stage, and completion with guidance from the leadership team

• Develop and maintain a strong understanding of the Workiva platform to know the resources and expertise needed for a successful implementation

• Conduct detailed planning meetings, collect requirements and gain mutual understanding of customers needs followed by positioning ideal customer solutions to resolve these needs

• Facilitate contracting and negotiation activities for paid success solutions including proposals, contracts and/or statement of work (SOWs) in close collaboration with our cross-functional Workiva teams

• Responsibly focus on workflows between pre-sales and resourcing/delivery team kick-off activities and maintain stakeholder relationships

• Provide the Professional Services team & customers with Subject Matter Expertise related to the proposed solution and client needs in order to ensure successful implementation

What You'll Need

Minimum Qualifications

• 4+ years of experience in a customer facing role in consulting, professional services, software implementation, presales or equivalent 

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

Preferred Qualifications

• Understanding of complex finance and business platforms such as SAP, Oracle, Workday, Microsoft or equivalent software platforms 

• Experience working with cross-functional and geographically dispersed team members and customers

• Understanding of sales, services and statements of work (SOWs) and contracts

• Strong understanding of technology principles and services, including infrastructure, business applications, data management, and application platforms, preferably in a SaaS environment

• Ability …