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Are you ready to learn from some of the top leaders in the industry? Continue your path as a Solutions Architect and unleash your creativity while shaping success. The Solutions Architect role works hand-in-hand with clients and partners, transforming our products into tailored solutions for our customers. Collaborate across teams, fuel innovation, and leave your mark on both our products and customer satisfaction. Your expertise will guide internal resources and directly impact product evolution.
What You’ll Do
Lead the strategic delivery of contracted services to customers and partners Conduct comprehensive discovery sessions to understand business needs and requirements Architect solution designs tailored to seamlessly integrate within the Workiva Platform, resulting in the fulfillment of impactful outcomes Forge direct and positive interactions with clients and partners, executing standardized solutions that align with their distinctive requirements Foster continuous professional growth through dedicated training, ensuring a sustained mastery of financial, risk, and operational reporting on the Workiva Platform
Assume a leadership role, exemplifying best practices, and mentor peers and Associates, thereby facilitating seamless onboarding and contributing positively to our continuous development endeavors
What You'll Need
Minimum Qualifications
Undergraduate degree or equivalent combination of education and experience in a related field; an advanced degree may be considered in lieu of professional experience 4 years of experience in service delivery, finance, accounting, audit, or a related field
Preferred Qualifications
Experience with enterprise risk, financial planning or analytics & reporting solutions and their related technology platforms
Hands-on experience within the Workiva platform, other SaaS and cloud technologies, or data architectures preferred
Consultant level at a services company or public accounting preferred
Self-motivated with strong propensity for action, results and continuous improvement
Ability to influence and drive change in business processes
A strong individual contributor with intellectual curiosity to positively impact the ability to manage multiple services
Enhanced technology knowledge of the Microsoft Office suite and Google Workspace applications
Familiarity with any of the following: SQL, JSON, REST, or Python is a plus
Demonstrated ability to curate and maintain customer-first relationships
Travel Requirements and Working Conditions
Willingness to travel up to 25% for team and corporate meetings, fostering relationships and representing company interests
Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements
Summary
A Solution Architect sets up and installs technical systems, applications or process designs for client’s purchased or outsourced technology and business process solutions. Works directly with client to manage initial access, map and transfer data, create process documentation and train or coordinate training for client users. Tests and troubleshoots functionality of installed systems; identifies and documents technical issues to be escalated to product and system integration teams for resolution. Provides feedback based on client experiences to product and professional services teams for product and process improvements. May work directly with clients on-site or provide installation support remotely. Incumbents who are both designing and implementing technical systems, applications, and process designs to meet client business specifications should be matched to Systems Integration Consulting(PS.PSSI). Incumbents who are responsible for providing complete professional service support for a client or clients, including the identification and development of solutions, design of systems, applications and processes, and delivery to clients, should be matched to Professional Services Consulting (PS.PSPS). Incumbents who are coordinating all aspects of a product or service offering project for a client, from inception to installation should be matched to Project Management (Client Services) (PS.PMPM).
Scope
Contributes to team or matrixed team through the adaptation of techniques and approaches to support projects
Problem Solving
Works on moderately ambiguous problems where analysis of data requires evaluation of identifiable factors
Solves issues and situations that are composed of various factors; requires an inquisitive mind-set to identify underlying problems
Applies solutions to independently address assignments of a diverse scope
Discretion and Impact
Moderately impacts a range of customer, operational, project or service activities within multiple teams
Demonstrates good judgment in selecting working methods that obtain scalable solutions
Collaboration and Interaction
Regularly interacts with high-level individual contributors and managers in related department; in technical track may begin to liaise with directors and senior directors at this level
Begins building internal network and interactions with senior internal resources Autonomy Based on general objectives, receives minimal instruction on day-to-day work and general guidance on new assignments; operates independently in prioritizing work May provide technical direction and guidance to peers Knowledge An experienced professional with full understanding of area of specialization Fully qualified with practical experience of applying industry practices and solutions to creatively solve a variety of issues Typically requires a minimum of 4 years of related experience with a Bachelor’s degree; or 2 years and a Master’s degree; or a PhD without experience
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva , you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Workiva is an Equal Opportunity 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, gender identity, race, religion, disability status, sexual orientation, 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 employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
