Principal Solution Consultant

Who you are

• 10+ years of technical, customer-facing experience in presales solution consulting, solution architecture, or technical consulting, including a minimum of 3 years focused specifically on enterprise AI architecture
• Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience
• AI Architecture & Technical Depth: Hands-on expertise in modern AI (RAG, agentic systems, MCP, model selection/evaluation) and enterprise data architecture. Ability to write clean code for API interaction and perform technical testing for groundedness and quality
• Governance & Security: Understanding of AI governance (NIST, ISO 42001, EU AI Act), security risks (prompt injection, exfiltration), and establishing audit-readiness over machine-generated outputs in regulated environments
• Industry & Financial Domain Expertise: Knowledge of corporate reporting (Finance, GRC, Sustainability) and the office of the CFO. Familiarity with source systems like SAP, Oracle, and Snowflake, plus relevant certifications (AWS/Azure/AI)
• Communication & Strategic Leadership: Proven success articulating architectural visions to C-level executives and representing the company publicly through thought leadership and industry events
• Reliable internet access for any period of time, working remotely, not in a Workiva office

What the job involves

• The Principal Solution Consultant - AI drives strategic sales by evangelizing Workiva’s AI capabilities and governed platform
• This role supports multiple complex pursuits, demonstrating how customers can leverage AI for regulated reporting through tailored presentations and value-based messaging
• You will define Workiva’s strategic position within each organization’s evolving AI and data landscape. This high-impact role requires deep technical expertise and executive presence
• You will engage architects, AI/ML leads, and C-level executives to define Workiva’s role in their AI infrastructure, focusing on data governance, integration, and model orchestration
• By positioning Workiva as the system of trust for machine-generated financial, sustainability, and risk data, you will ensure outputs are controlled, reviewed, and defensible
• You will partner closely with internal teams—including Sales, Product, and InfoSec—to articulate why a governed core is essential
• Drive AI Strategy & Mentorship: Lead the AI technical agenda across pursuits, serving as the senior technical voice from engagement through deal closure. Develop reusable IP (patterns, talk tracks, design guidance) and mentor fellow Solution Consultants to elevate AI fluency across the organization
• Cross-Functional Discovery & Engagement: Lead technical discovery and alignment across both business functions (Finance, GRC, Sustainability) and IT/Security teams to map customer AI programs, identify where the governed core fits, and ensure safe, compliant integration
• Deliver Tailored Demonstrations & Architecture: Prepare high-impact technical demonstrations and produce customer AI reference architectures that clearly show how our API-first platform integrates into their ecosystem to deliver defensible, production-ready outputs
• Shape Product Direction: Proactively share field insights with product, engineering, and leadership teams to foster cross-functional alignment and influence the AI roadmap
• Represent Workiva in the Market: Engage customers and partners as a public technical voice for Workiva’s AI posture through industry events, thought leadership, and executive briefings